Probate Intake Form

CLINTON, OK
(580) 323-1516

OKLAHOMA CITY, OK
(405) 253-6444

Please Select One*
- Former Client
- New Client
Name*
First Last
Social Security
Mailing Address*
Street Address Address Line 2 City State ZIP Code
Physical Address*
Same as previous

Street Address Address Line 2 City State ZIP Code
State & County of Residence*
Date of Birth*
MM
DD
YYYY
Home Phone
Work Phone
Cell Phone
Name of Person to Contact in Case of Emergency*
First Last
Phone Number of Emergency Contact*
Driver's License No.
Driver's License State
US Citizen?*
- Yes
- No
Email Address*
Decedent's Personal Information
Name*
First Last
Decedent's SSN
Home Address
Street Address Address Line 2 City State ZIP Code
County
City, State & County of Death
Date of Birth
MM
DD
YYYY
Date of Death
MM
DD
YYYY
Date of Will
MM
DD
YYYY
US Citizen?
- Yes
- No
Surviving Spouse
Surviving Spouse - US Citizen?
- Yes
- No
Is there a prenuptial agreement between decedent and surviving spouse?
- Yes
- No
Children
Name Age Address Phone #
If decedent's spouse has predeceased, have any court proceedings been completed on spouse's estate?
- Yes
- No
If so, approximately when and where
What type of proceeding?
Decedent's Asset Information
Real Property
Minerals
Joint Tenancy
Personal Property
Value
Joint Tenancy
Stocks & Bonds
Life Insurance
Annuities, IRAs or Pension Plans
Transfers or Gifts Made During Lifetime
Debts and Funeral Expenses
Safe Deposit Box Location
Date Inventoried
MM
DD
YYYY
Comments
This field is for validation purposes and should be left unchanged.

Name	Age	Address	Phone #

Decedent's Personal Information