Petition for Letters of Administration - Preparation Worksheet
INTESTATE ESTATE ADMINISTRATION INTAKE WORKSHEET
NOT FOR FILING
Use this worksheet to organize facts for local counsel. Do not sign it under oath or submit it to a court, clerk, registrar, or probate office.
1. JURISDICTION AND OFFICIAL-FORM ROUTE
Decedent's domicile at death: [________________________________________]
Location of estate property: [________________________________________]
Court, clerk, registrar, or probate office identified by counsel: [________________________________________]
Official proceeding name: [________________________________________]
Official form title and number: [________________________________________]
Official instructions or URL: [________________________________________]
Form revision date: [________________________________________]
Requirements checked on: [__/__/____]
☐ Local counsel confirmed the correct jurisdiction and proceeding
☐ Current official petition or application obtained
☐ Current filing instructions obtained
☐ Current fee and payment method confirmed
☐ Signature, oath, affirmation, acknowledgment, or notarization rule confirmed
☐ Notice, hearing, publication, and service steps confirmed
☐ Appointment priority and nominee eligibility confirmed
☐ Bond or security procedure confirmed
2. DECEDENT INFORMATION
Full legal name: [________________________________________]
Other names used: [________________________________________]
Date of birth: [__/__/____]
Date of death: [__/__/____]
Place of death: [________________________________________]
Last residence: [________________________________________]
Citizenship or residency facts requested by the official form: [________________________________________]
Death certificate obtained: ☐ Yes ☐ No ☐ Requested
Certified copies available: [________________________________________]
3. WILL AND PRIOR-PROCEEDING SEARCH
Do not decide that a will is invalid, revoked, or ineffective without counsel's review.
| Search location or person | Date checked | Result | Record retained |
|---|---|---|---|
| Residence and personal records | [__/__/____] | [________________________________] | ☐ |
| Safe-deposit or secure storage | [__/__/____] | [________________________________] | ☐ |
| Lawyer or document preparer | [__/__/____] | [________________________________] | ☐ |
| Court or will-deposit records | [__/__/____] | [________________________________] | ☐ |
| Digital records | [__/__/____] | [________________________________] | ☐ |
| Family or trusted contacts | [__/__/____] | [________________________________] | ☐ |
| Other | [__/__/____] | [________________________________] | ☐ |
Will, copy, codicil, or testamentary document located: ☐ No ☐ Yes ☐ Uncertain
Document location: [________________________________________]
Counsel's route decision: [________________________________________]
Prior estate proceeding or filing: [________________________________________]
4. REQUESTER OR PROPOSED NOMINEE
Name: [________________________________________]
Relationship to decedent: [________________________________________]
Address: [________________________________________]
Telephone: [________________________________________]
Email: [________________________________________]
Residence and citizenship facts requested by official form: [________________________________________]
Possible conflict, disqualification, or special eligibility issue: [________________________________________]
Co-nominee or alternate nominee: [________________________________________]
Counsel's priority analysis: [________________________________________]
5. FAMILY AND INTERESTED-PERSON MAP
Record facts without assigning inheritance shares or appointment priority.
Spouse or legally recognized partner
| Name | Status at death | Address | Counsel review needed |
|---|---|---|---|
| [________________________________] | [________________________________] | [________________________________] | [________________________________] |
Descendants
| Name | Relationship | Living or deceased | Address | Descendants or representative |
|---|---|---|---|---|
| [________________________________] | [________________________________] | [________________________________] | [________________________________] | [________________________________] |
| [________________________________] | [________________________________] | [________________________________] | [________________________________] | [________________________________] |
| [________________________________] | [________________________________] | [________________________________] | [________________________________] | [________________________________] |
Parents, siblings, and other relatives
| Name | Relationship | Living or deceased | Address | Additional family branch |
|---|---|---|---|---|
| [________________________________] | [________________________________] | [________________________________] | [________________________________] | [________________________________] |
| [________________________________] | [________________________________] | [________________________________] | [________________________________] | [________________________________] |
| [________________________________] | [________________________________] | [________________________________] | [________________________________] | [________________________________] |
Other potentially interested persons
| Name or entity | Possible interest | Address | Basis for review |
|---|---|---|---|
| [________________________________] | [________________________________] | [________________________________] | [________________________________] |
| [________________________________] | [________________________________] | [________________________________] | [________________________________] |
6. FAMILY-STATUS ISSUES FOR COUNSEL
☐ Minor
☐ Incapacitated person
☐ Adoption or assisted-reproduction issue
☐ Parentage issue
☐ Stepchild or foster relationship
☐ Divorce, separation, or uncertain marital status
☐ Disclaiming or renouncing person
☐ Missing or unknown person
☐ Deceased family member with descendants
☐ Family member outside the jurisdiction
☐ Other: [________________________________________]
Details and records:
[________________________________________]
[________________________________________]
7. PRELIMINARY PROPERTY INVENTORY
Do not treat this list as a filed inventory or a determination that an asset belongs to the estate.
| Asset | Owner or title shown | Location | Estimated value | Beneficiary or survivorship feature | Record source |
|---|---|---|---|---|---|
| [________________________________] | [________________________________] | [________________________________] | $[____________] | [________________________________] | [________________________________] |
| [________________________________] | [________________________________] | [________________________________] | $[____________] | [________________________________] | [________________________________] |
| [________________________________] | [________________________________] | [________________________________] | $[____________] | [________________________________] | [________________________________] |
| [________________________________] | [________________________________] | [________________________________] | $[____________] | [________________________________] | [________________________________] |
Digital assets or online accounts: [________________________________________]
Business or partnership interests: [________________________________________]
Property in another jurisdiction: [________________________________________]
Property requiring immediate protection: [________________________________________]
8. DEBTS, EXPENSES, AND CLAIMS
| Creditor or claimant | Description | Approximate amount | Due date or urgency | Supporting record |
|---|---|---|---|---|
| [________________________________] | [________________________________] | $[____________] | [________________________________] | [________________________________] |
| [________________________________] | [________________________________] | $[____________] | [________________________________] | [________________________________] |
| [________________________________] | [________________________________] | $[____________] | [________________________________] | [________________________________] |
Funeral or disposition arrangements: [________________________________________]
Taxes or government benefits requiring review: [________________________________________]
Pending lawsuit or claim: [________________________________________]
9. URGENT ADMINISTRATION ISSUES
☐ Occupied or unsecured real property
☐ Perishable or vulnerable property
☐ Operating business
☐ Dependent person or animal needing care
☐ Imminent payment, foreclosure, repossession, or lapse
☐ Litigation or filing deadline
☐ Insurance, utility, or payroll issue
☐ Risk of waste, removal, or conflict
☐ Other: [________________________________________]
Immediate facts for counsel:
[________________________________________]
10. CONSENT, NOTICE, AND OBJECTION INTAKE
Do not use this worksheet as a consent, waiver, renunciation, or proof of service.
| Person | Contact confirmed | Current position | Official document needed |
|---|---|---|---|
| [________________________________] | ☐ | [Supports / Objects / Unknown] | [________________________________] |
| [________________________________] | ☐ | [Supports / Objects / Unknown] | [________________________________] |
| [________________________________] | ☐ | [Supports / Objects / Unknown] | [________________________________] |
Possible dispute: [________________________________________]
Language, disability, military, or international-service issue: [________________________________________]
11. BOND OR SECURITY INTAKE
Official form asks about bond or security: ☐ Yes ☐ No ☐ Not yet known
Estimated property amount relevant to counsel's analysis: $[________________________________]
Waiver, consent, will, or court-order document located: [________________________________________]
Surety contact, if counsel directs: [________________________________________]
Counsel's route decision: [________________________________________]
12. OFFICIAL FILING PACKAGE
| Required item from current instructions | Obtained | Completed | Reviewed |
|---|---|---|---|
| Official petition or application | ☐ | ☐ | ☐ |
| Death certificate | ☐ | ☐ | ☐ |
| Family or interested-person schedule | ☐ | ☐ | ☐ |
| Nominee qualification document | ☐ | ☐ | ☐ |
| Consent, waiver, or renunciation | ☐ | ☐ | ☐ |
| Notice, citation, or hearing document | ☐ | ☐ | ☐ |
| Bond or security document | ☐ | ☐ | ☐ |
| Proposed order or letters | ☐ | ☐ | ☐ |
| Local addendum | ☐ | ☐ | ☐ |
| Fee or payment authorization | ☐ | ☐ | ☐ |
| Other | ☐ | ☐ | ☐ |
13. COUNSEL REVIEW RECORD
Jurisdiction and proceeding confirmed by: [________________________________________]
Priority and eligibility reviewed by: [________________________________________]
Heir or interested-person analysis reviewed by: [________________________________________]
Property and non-probate classification reviewed by: [________________________________________]
Notice, service, hearing, and publication reviewed by: [________________________________________]
Bond or security reviewed by: [________________________________________]
Review date: [__/__/____]
Open issues:
[________________________________________]
14. SUBMISSION RECORD
Official document filed: [________________________________________]
Filing date and time: [________________________________________]
Submission method: [________________________________________]
Receipt or case number: [________________________________________]
Fee paid: [________________________________________]
Accepted, rejected, or pending: [________________________________________]
Hearing or follow-up date: [________________________________________]
Correction or additional document requested: [________________________________________]
Deadline supplied by official notice: [________________________________________]
Retain this worksheet with the official forms, source records, counsel's analysis, filed copy, and submission confirmation.
About this template
- Last updated
- August 21, 2026
- Last reviewed
- August 21, 2026
- Jurisdiction
- All states
- Category
- Estate Planning & Wills
Estate planning documents decide what happens to your property, your children, and your medical care when you cannot make those decisions yourself. Wills, trusts, powers of attorney, and health care directives each serve different purposes and each have to meet state law requirements for signing, witnessing, and notarization. A document that looks fine on the page but was not executed correctly can be rejected in probate, which is exactly when it is too late to fix.
Not legal advice
This template is provided for informational purposes. We recommend having an attorney review any legal document before signing, especially for high-value or complex matters.
Checked against the law it cites
A reviewer verified this template's legal citations against the official source on August 21, 2026.
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