Probation Information Form

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Name

Please include first, middle and last

Address

Phone

(###)

###

####

Last three of SSN

Driver's License

Please list the state in which the driver's license is held and the last three digits of driver's license number

Spouse's Name

Please include first, middle and last name

Decedent's Birth Information

Please list Decedent's date of birth as well as city and state of birth

Decedent's Death Information

Please list Decedent's date of death as well as city and state of death

Decedent's Address

Please list Decedent's last address

Decedent's SSN

Please list the last three digits of Decedent's SSN

Decedent's Driver's License

Please list the state in which the Decedent's driver's license was held, as well as the last three digits of the driver's license number.

Number of marriages

First Marriage: To whom

Please list the full name of the first spouse

Date and place of marriage

How did the marriage end?

Death, divorce, etc.

Children born or adopted from 1st marriage.

Please list full name of all children, as well as their places and dates of birth

Second Marriage: To whom

Please list the full name of the second spouse

Date and place of marriage

How did the marriage end?

Death, divorce, etc.

Children born or adopted from 2nd marriage.

Please list full name of all children, as well as their places and dates of birth

Other Marriages

If the Decedent had more than two marriages, please include additional information about those marriages below

Did Decedent leave a will?

Yes

If yes, what was the date?

YYYY

Did Decedent leave a Codicil to Will?

Yes

If yes, is there more than one codicil?

Yes

If yes, what was the date?

YYYY

Name of Executor

Please list full name

Executor SSN

Please list last three digits

Executor Driver's License

Please list last three digits of Driver's License number and the state in which the Driver's License is held

Beneficiary 1 Name

Please list full name

Beneficiary 1 Address

Please list full address

Beneficiary 1 Telephone

Beneficiary 1 Email

Beneficiary 2 Name

Please list full name

Beneficiary 2 Address

Please list full address

Beneficiary 2 Telephone

Beneficiary 2 Email

Beneficiary 3 Name

Please list full name

Beneficiary 3 Address

Please list full address

Beneficiary 3 Telephone

Beneficiary 3 Email

Beneficiary 4 Name

Please list full name

Beneficiary 4 Address

Please list full address

Beneficiary 4 Telephone

Beneficiary 4 Email

Please list any additional beneficiary information below

Assets/Property of Decedent's Estate

Please list detailed description and value of each item as of date of death

Real Property

Please provide legal description (copy of deed, etc) and value as of date of death.

Cash

Please provide name and address of bank/financial institution

Type of account and account number

Checking, savings, IRA, CD and specify if payable to estate; paid on death; joint tenant with right of survivorship, etc. Please provide copies of bank statements

Motor Vehicles

Please list year, make, model, vehicle ID number and value as of date of death for all vehicles owned by Decedent

Insurance payable to estate

Please list policy number, name of insurance company and value as of date of death

Notes/ Mortgages payable to estate

Please list name of lender, name of borrower and balance as of date of death. Please provide copy of note, deed of trust, etc.

Jointly Owned Property

Please list value as of date to death

Household furniture and furnishings

Please list items and their value as of date to death

Other Items of Value

Please list items and their value as of date to death

Debts of Estate

Please list all debts and the amounts owed as of date of death