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PROBATE OF ESTATE QUESTIONNAIRE
On behalf of Witt, Hicklin, Snider & Fain, P.C., we want to thank you for allowing us the opportunity to meet with you to discuss your probate administration needs and goals. If you choose to have us help you with this vital legal process, we will do our very best to merit your trust and confidence, and we will give our best efforts to convince you that you have made the right choice.

We want to be sure to do a good and thorough job of gathering up the information we will need in order to assess your situation.  This Questionnaire minimizes the possibility of anything being overlooked, and it allows us to focus the time we spend with you upon discussing your needs and goals. All information you furnish to us will be held in strictest confidence.

Please complete this Questionnaire in advance of our initial meeting to the best of your ability. If you are unsure about any question, or do not yet have all of the information, please go ahead and answer it as best you can and mark it with a question mark so we may discuss it when we meet.

Witt, Hicklin, Snider & Fain, P.C.
2300 Higgins Road
P.O. Box 1517
Platte City, Missouri  64079
(816) 858-2750
www.wittlaw.com 
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Today's Date *
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Your Email Address: *
Your Name *
Your Date of Birth *
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Your Social Security Number *
Your Address *
Your City/State/Zip *
Your Contact Numbers (Home, Work, Cell) *
Your Relationship to Decedent: *
Name of Decedent: *
Decedent Date of Birth: *
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Decedent Location of Birth: *
Decedent Date of Death: *
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Address and Location of Death: *
Decedent Age at TIME OF DEATH: *
Address of Decedent: *
Decedent County: *
Decedent City/State/Zip: *
Decedent Social Security Number: *
Decedent Tax ID Number: *
Length of Last Illness: *
Treating Physician: *
Phone Number of Physician: *
Address of Physician: *
Last Illness: *
Debts: *
Funeral Expenses: *
Did the Decedent leave a will? *
If yes, do you have a copy of that will? *
Are you named as the executioner or administrator in the will? *
If no, who is named?
Are you named as a beneficiary in the will? *
What was the marital status of the decedent? *
If married or separated, please provide the name and the address of the spouse.
Did the Decedent have any children? *
If yes, list their names and addresses. If no, then list the names and the addresses of the Decedent's closest known relatives. *
Is there anyone not listed above (including charitable organizations) who is named as a beneficiary of the will, if any? *
If yes, list their names and addresses.
Describe what you would like to happen to resolve your concerns (your preferred outcome): *
Have other attorneys worked on this matter? *
If yes. provide their names, addresses, and a brief description of their involvement.
Please list all Real Estate Owned (as well as an estimate of value for such) by the Decedent at the time of death: *
Do you intend to sell the real estate or have it distributed out to one or more of the heirs? *
Has a purchaser been found for this real estate? If so, list the purchaser's name and address. *
What is the sale price for the real estate? *
Has a contract for the sale of the real estate been signed? *
Please list all Sources of income (and the specific amounts of each) of the decedent at the time of death (ex: Social Security Number, Employer Pension, Life Insurance Annuity, Etc.): *
Did the decedent own any life insurance policies? If yes, please list the following: Name of insurance company, policy number, and beneficiaries. *
Please list all bank accounts owned by decedent at the time of his/her death (please list Bank Name,  Bank Address, Type of Account, and what name(s) are on the account (account owners):
Additional Space for bank accounts owned by decedent at the time of his/her death:
Additional Space for bank accounts owned by decedent at the time of his/her death:
Additional Space for bank accounts owned by decedent at the time of his/her death:
Please list all Stocks owned by the Decedent at the time of their death: *
Please list all Automobiles and Equipment owned by Decedent at the time of their death (please include VIN numbers, if applicable): *
HEIR, DEVISEE & LEGATEE INFORMATION
Name: *
Age *
Relation *
Date of Birth *
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Address: *
Social Security Number *
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Special Instructions or Notes:
Before the Estate can be closed it will be necessary to file with the Court a Final Account which much balance to the penny. Although all checks will have to be signed by the personal representative, in some instances, the person representatives prefer to have the attorney's office handle the bookkeeping and actually prepare all checks, balance the checkbook monthly, etc. (See letter to prospective personal representative.)
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