LAESQUIRE · Confidential client intake

Probate

To open a California probate: the decedent, the estate, the heirs and the proposed personal representative.

Questions while you fill this in? Call 818-714-1789 (M–F 9–6).

Your answers stay on this device until you press send. They are saved locally as a draft so you can stop and come back. Prefer not to type an identifier such as a Social Security number? Leave it blank and give it to us by phone — the intake still works without it.

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Step 1 — The Deceased

Tell us about the person who passed.

We need basic information about the decedent to begin preparing the probate petition. All information is confidential.

Decedent's Personal Information

First Name

Last Name

Middle Name(optional)

Date of Birth

Date of Death

County of Death

Last Home Address

Marital Status at Death

Surviving Spouse Name (if applicable)(optional)

Estate Documents

Did the decedent have a Will?

Did they have a Living Trust?(optional)

Is there a named Executor or Personal Representative in the Will? (if yes, give name)(optional)

Approximate Gross Value of the Estate (all assets before debts)(optional)