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Probate Intake Form

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Estate, Trust & Probate Intake Form

Tell Us How We Can Help

Whether you’re planning your estate, updating an existing trust, preparing for incapacity, or dealing with the administration of an estate or trust, this short intake form helps LegalEase Document Services understand your situation before your appointment or consultation.

Please provide the information that applies to your circumstances. You do not need to complete sections that are not relevant to your matter.

Before You Begin

This form is intended to collect preliminary information about your estate, trust, probate, or incapacity planning needs.

Submitting this form does not create, amend, or revoke a legal document and does not create an attorney-client relationship.

LegalEase Document Services provides legal document preparation services at your direction as a California Licensed Legal Document Assistant (LDA). LegalEase does not provide legal advice or independently determine which legal documents are appropriate for your situation.

When legal advice is required, LegalEase can help connect you with an experienced estate planning or probate attorney.

Estate, Trust & Probate Intake Form

Confidential Client Information

This form is for preliminary information only. It does not create, amend, or revoke a legal document.

    1. Matter Type

    Please select the option that best describes your reason for contacting LegalEase.

    2. Client or Requesting Party

    3. Family and Beneficiaries

    Children or Other Dependents

    Please provide the following information for children or other dependents, if applicable.

    Name

    Relationship

    Date of Birth

    Minor?

    4. Main Goals or Concerns

    Please select all that apply.

    5. Fiduciaries and Decision-Makers

    If known, please provide the names of the individuals you would like to designate.

    6. Existing Documents

    Check all that apply and attach copies if available.

    7. Approximate Assets

    If applicable, please provide approximate values.

    Asset Type

    Approximate Value

    Owner or Title

    Real estate

    Bank accounts

    Investments

    Retirement accounts

    Life insurance

    Business interests

    Personal property

    Other assets

    8. Debts and Potential Claims

    Please select all that apply.

    9. Trust or Estate Administration Information

    Complete this section if someone has died or a trust is currently being administered.



    Main Issue Requiring Assistance

    10. Important Contacts

    11. Documents to Provide

    Check any documents you may be able to provide. Copies can be attached if requested.

    12. Acknowledgment

    I understand that this form provides preliminary information only and does not itself create, amend, or revoke any legal document.

    I understand that I should not include passwords, account access codes, Social Security numbers, or other unnecessary confidential account information in this form.

    I understand that LegalEase Document Services provides document preparation services and does not provide legal advice. If legal advice is required, I may be referred to or work with a qualified attorney.

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