LAESQUIRE · Probate intake

California probate — printable worksheet

818-714-1789 · shekhar@lavakil.com
Chatsworth, CA 91313

Decedent

Legal name

Date of death

Date of birth

County of death

Last home address

Marital status at death · surviving spouse?

Will? (original located? yes / no / unsure)

Living trust?

Your name

Relationship to decedent

Your address

Phone

Co-petitioner (if any)

Predeceased heirs / issue (explain)

Real property (address, title, approximate value, mortgage)

Bank / brokerage accounts

Retirement / life insurance payable to estate

Vehicles, business, other

Known debts / creditors