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Probate Intake Form

WEN LEGAL REFERRAL INTAKE FORM

PROBATE

Provide a brief description of your issue

Client Information

Emergency Contact - Who May we Contact if we Cannot Get a Hold of you?

Decedent's Information

Information of deceased person
Name as regularly signed (E.g., in checks).

Marital Status

Heirs to Estate

Client/Personal Representative(s)

General Questions

If Yes, prepare to give copies of all gift tax returns to the attorney.
If yes, provide date of the gift, type of property given (cash, real property, etc.) amount of gift, and the name(s) and address of the donee(s).
If Yes, provide description of property, date of gift and the name and address of the person who gave the decedent the property.
If yes, please provide a description of such reservation to the attorney.
If yes, please provide a memorandum or gift list.
If Yes, attach copies of organizational and operating documents, certificates, buy/sell agreements and income tax returns for entity.
If Yes, attach copies of trust agreement along with inventory of trust assets.
If Yes, provide a copy of the agreement

Real Estate

Indicate if you plan to sell any of the listed property during the period of administration.

Property

Provide to your attorney: 1. Copy of last deed 2. If property is leased, provide copy of current lease agreement and the amount of any unpaid rent as of the decedent's date of death. 3. Last property tax statement 4. The amount the property was insured far. 5. Indicate if property has any environmental concerns

Oil & Gas Mineral Rights

Indicate other type of mineral and provide to attorney copies of each stock certificate and copies of each bond owned by the decedent. If the decedent did not possess a certificate or bond, provide copies of all brokerage statements or mutual fund statements for the year of death and the year end brokerage statements or mutual fund statements for the year prior to the year of death.

For each account, attach bank statements for the month prior to date of death, the month of the date of death and the month after the date of death.

If Yes, prepare to provide information to the attorney the amount of cash, if any, the decedent had in his/her possession as of the date of death. and where the cash is located.
If Yes, prepare to provide to the attorney copies of the contract

Life Insurance

Property - Jointly Owned & Others

Provide account and indicate the amount of the Decedent’s contribution.
Prepare to povide the amount of such award, compensation, bonus or other payment and to who paid to the attorney

Social Support System

Social support system refers to a network of people (formal or informal) – that deliberately reinforces enduring and noble principles, philosophies, and practices (See WEN mission – www.worldebonynetwork.com) that single parents can turn to for emotional, practical, economical, etc., Support. Individuals from such social support networks are willing to invest and sustain their resources i.e., time, money, etc., without feeling regrets, passing judgments, engaging in gossips, to achieve the expected goal(s).

Additional Information About Your Case

Culture Competence Advocacy & Mediation Program (cCAMP)

WEN's legal referral services (LRS) WENLRS is under our Culture Competence Advocacy and Mediation Program (cCAMP), which is a culture based resource available to you to meaningfully manage your lawyer's expectation and supports your lawyer, especially with culture competence based resources to handle your case. As a potential client, you are also provided with the choice of requesting this advocacy and mediation service when completing your intake form if you feel it will help you meet your lawyer's expectations. It will also provide you the necessary peace of you mind you need to ensure the lawyer is taking certain cultural information into consideration to address your case. We find that this has been a tremondous help in the past, especially for clients of strong ethnic convictions. If you will like to use this service, please sign below. Otherwise,