Petition for Probate

PROBATE OF WILL AND APPOINTMENT INTAKE WORKSHEET

NOT FOR FILING, SIGNATURE, OR SERVICE

Use this worksheet to organize facts and records for local probate counsel. It
does not select a court, proceeding, form, appointment route, notice list,
deadline, or remedy. Do not convert its checkboxes into allegations or sworn
statements without current jurisdiction-specific review.

JURISDICTION AND OFFICIAL-FORM ROUTING

State of: [________________________________]

County of: [________________________________]

Court, clerk, registrar, or probate office identified by counsel: [________________________________]

Case Number: [________________________________] (Court Use Only)

Official proceeding name: [________________________________]

Official form title and number: [________________________________]

Official instructions or URL: [________________________________]

Form revision date: [________________________________]

Local rule or standing order checked: [________________________________]

Requirements checked on: [__/__/____]

☐ Counsel confirmed domicile, property-location, venue, and ancillary issues

☐ Current official forms and instructions obtained

☐ Filing method, fee, copies, exhibits, and privacy rules confirmed

☐ Notice, service, publication, consent, waiver, and hearing rules confirmed

☐ Signature, oath, declaration, acknowledgment, and notarization rules confirmed

IN THE MATTER OF THE ESTATE OF:

Decedent's Full Legal Name: [________________________________]

Also Known As (AKA): [________________________________]

Deceased

I. PETITIONER INFORMATION

Name of Petitioner: [________________________________]

Relationship to Decedent: [________________________________]

Address:
Street: [________________________________]
City: [________________] State: [____] Zip: [________]

Telephone: [(___)___-____]

Email: [________________________________]

Attorney for Petitioner (if applicable):
Name: [________________________________]
Bar Number: [________________________________]
Firm: [________________________________]
Address: [________________________________]
Telephone: [(___)___-____]
Email: [________________________________]

II. DECEDENT INFORMATION

Full Legal Name: [________________________________]

Date of Birth: [__/__/____]

Date of Death: [__/__/____]

Age at Death: [____]

Place of Death:
City: [________________] County: [________________] State: [____]

Domicile at Death:
Street: [________________________________]
City: [________________] County: [________________] State: [____] Zip: [________]

Taxpayer-identification detail requested by the official form: [Not collected / last four / counsel-controlled record]

Marital Status at Death:
☐ Married ☐ Single ☐ Widowed ☐ Divorced ☐ Legally Separated ☐ Domestic Partner

III. WILL INFORMATION

A. Existence of Will

☐ A document presented as a will was located
☐ One or more documents presented as codicils were located

Date of Will: [__/__/____]

Date(s) of Codicil(s): [________________________________]

Location of Original Will:
☐ Original currently held by: [________________________________]
☐ Court or will-deposit record located on [__/__/____]
☐ In possession of: [________________________________]
☐ Original not located; circumstances and search record: [________________________________]

B. Will-Document Facts for Counsel

Do not decide validity, revocation, republication, self-proof, witness
qualification, or treatment of a copy, lost instrument, electronic record, or
handwritten document from these labels.

☐ Document bears a signature attributed to Decedent
☐ Another person appears to have signed; circumstances: [________________________________]
☐ Witness signatures shown; number and identities: [________________________________]
☐ Affidavit, declaration, acknowledgment, or other proof attached
☐ Handwritten or electronic characteristics require counsel review

Counsel's execution and proof analysis: [________________________________]

C. Prior Wills

Are there any other known wills or codicils?
☐ No
☐ Yes (describe disposition): [________________________________]

IV. HEIRS AND BENEFICIARIES

Are there any unknown heirs? ☐ No ☐ Yes

Are there any predeceased heirs with surviving issue? ☐ No ☐ Yes
If yes, explain: [________________________________]

V. PROCEEDING AND ADMINISTRATION ROUTE

Enter only the route identified in the current official materials.

Proceeding type and authority: [________________________________]

Hearing, registrar, clerk, or judicial route: [________________________________]

Supervised, independent, summary, small-estate, or other route: [________________________________]

Eligibility facts and limits: [________________________________]

Current authority, form, and instructions: [________________________________]

Counsel's selected route: [________________________________]

VI. ESTATE ASSETS (Preliminary Estimate)

A. Real Property

B. Personal Property

Estimated Total Estate Value: $[________________________________]

C. Known Debts and Liabilities

Estimated Total Debts: $[________________________________]

VII. PROPOSED PERSONAL REPRESENTATIVE

A. Nominee Information

Name: [________________________________]

Address:
Street: [________________________________]
City: [________________] State: [____] Zip: [________]

Telephone: [(___)___-____]

Email: [________________________________]

Relationship to Decedent: [________________________________]

B. Candidate Eligibility Facts

These facts do not establish appointment priority or eligibility.

☐ Is named as Executor in the Will
☐ Residence or citizenship information: [________________________________]
☐ Age or capacity information requested by the official form: [________________________________]
☐ Criminal, fiduciary, conflict, or disqualification issue for counsel: [________________________________]
☐ Appointment priority claimed and source: [________________________________]
☐ Other eligibility fact: [________________________________]

C. Alternate Personal Representative (if applicable)

Name: [________________________________]
Address: [________________________________]
Relationship: [________________________________]

VIII. BOND OR SECURITY INTAKE

Do not request waiver, set an amount, select sureties, or treat a will or consent
as controlling until counsel confirms the current rule and procedure.

Official form asks about bond or security: ☐ Yes ☐ No ☐ Unknown

Will, consent, waiver, or order language located: [________________________________]

Estimated amount relevant to counsel's analysis: $[________________]

Counsel's bond or security route: [________________________________]

IX. SPECIAL CIRCUMSTANCES

A. Minor or Incapacitated Heirs

☐ No minor or incapacitated heirs/beneficiaries
☐ Minor person identified; representation and notice route for counsel: [________________________________]
☐ Incapacity or protected-person issue identified; existing representative information:
Name of Guardian/Conservator: [________________________________]
Court and Case Number: [________________________________]

B. Pending Litigation

☐ No pending litigation involving Decedent or estate
☐ Pending litigation exists:
Case Name: [________________________________]
Court: [________________________________]
Case Number: [________________________________]
Nature: [________________________________]

C. Tax and Benefit Review

This worksheet does not determine whether any return, election, notice,
clearance, recovery claim, payment, or professional engagement is required.

Tax professional responsible: [________________________________]

Federal, state, local, foreign, or benefit issue identified: [________________________________]

Deadline or reserve concern: [________________________________]

X. POTENTIAL REQUESTS FOR COUNSEL TO EVALUATE

Do not copy these prompts into a filing unless current law and the official form
authorize the request and counsel supplies the required facts and wording.

☐ Admit the Will dated [__/__/____] to probate

☐ Admit the Codicil(s) dated [________________________________] to probate

☐ Determine that Decedent died testate

☐ Appoint [________________________________] as Personal Representative

☐ Issue Letters Testamentary to the Personal Representative

☐ Authorize Independent Administration of the Estate

☐ Waive bond requirement

☐ Set bond in the amount of $[________________]

☐ Select an administration authority identified by counsel: [________________________________]

☐ Other: [________________________________]

XI. FACT REVIEW — NOT A VERIFICATION OR DECLARATION

Person reviewing the intake: [________________________________]

Review date: [__/__/____]

☐ Names, dates, addresses, and document locations checked against records

☐ Family and interested-person information supplied for counsel's analysis

☐ Original will, copies, codicils, and related records identified

☐ Unknown, disputed, incomplete, or secondhand information marked

Corrections or open questions: [________________________________]

This review is not an oath, verification, signature for filing, representation
of authority, or determination of who is entitled to notice.

XII. CANDIDATE WILLINGNESS INTAKE — NOT A CONSENT

Candidate name: [________________________________]

Willing to discuss service with counsel: ☐ Yes ☐ No ☐ Undecided

Conditions, conflicts, or concerns: [________________________________]

Use the current official consent, acceptance, oath, bond, or appointment form if
counsel determines one is required.

RECORDS AND OFFICIAL-PACKAGE CHECKLIST

☐ Death certificate and available certified copies
☐ Original and copy versions of will or codicil documents
☐ Any affidavit, declaration, acknowledgment, or witness record
☐ Current official petition or application obtained
☐ Current proposed-order or letters form obtained, if applicable
☐ Current notice, hearing, publication, and service forms obtained
☐ Current bond or security forms obtained, if applicable
☐ Current filing-fee and submission instructions obtained
☐ Current witness, proof, affidavit, or declaration form obtained, if applicable
☐ Additional Exhibits: [________________________________]

JURISDICTION-SPECIFIC SOURCE REGISTER

Do not use a multistate summary as filing authority.

END OF NON-FILEABLE INTAKE WORKSHEET