Probate Consultation Form

Decedent's name*
Date of Birth*
MM slash DD slash YYYY
Your name*
Your relationship to Decedent*
Your email address **
Your phone number*
Did the Decedent have a Trust? **
- Yes
- No
Please submit to using secure portal at the end of this form
Did the Decedent have a Will? **
- Yes
- No
Please submit to using secure portal at the end of this form
Was the decedent married at the time of their death? **
- Yes
- No
Spouse's Name **
Did the decedent have any children? **
- Yes
- No

Child(ren)'s name(s) **

Untitled
Number of Parcels of California Real Estate?
Number of Parcels of California Real Estate?
Are there any accounts only in the Decedent’s name (not in Trust, no joint owner, no death beneficiary listed)? **
- Yes
- No
What is the value of the accounts? $
Approximate gross value of the decedent’s entire estate? $
Upload your documents (Trust) using this secure portal
Accepted file types: jpg, pdf, Max. file size: 256 MB.
Upload your documents (Wills) using this secure portal
Accepted file types: jpg, pdf, Max. file size: 256 MB.

Please note that we do not handle contested litigation and we only represent the person(s) who will administer the probate estate (the administrator/executor/personal representative).

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