Probate Worksheet - The Law Offices of Esther Hopkins, P.C.

ALL INFORMATION PROVIDED IS STRICTLY CONFIDENTIAL.

PERSONAL INFORMATION

Client's Full Legal Name(Required)

First Middle Last Suffix

(name most often used to title property and accounts)

Social Security #

Home Address(Required)

Street Address Address Line 2 City State ZIP Code

Home Phone

(###) ###-####

Cell Phone

(###) ###-####

Business Phone

(###) ###-####

Occupation

Employer

Business Address

Street Address Address Line 2 City State ZIP Code

Email Address(Required)

It is okay to communicate with me via my email address.(Required)

Yes

DECEDENT’S CHILDREN AND/OR OTHER FAMILY MEMBERS OR BENEFICIARIES

Use full legal name.
Click the plus button to add additional names.

Name

Birth date

Relationship

ADVISORS

Accountant

Accountant Phone

(###) ###-####

Financial Advisor

Financial Advisor Phone

(###) ###-####

Life Insurance Agent

Life Insurance Agent Phone

(###) ###-####

ASSETS

REAL PROPERTY

Please list any interest in real estate including a family residence, vacation home, time share or vacant land.
(please list manner in which title held – Joint Tenant, Community Property, Separate Property, Tenant in Common)

1. General Description and/or Address

1. Owner

1. Market Value

1. Equity

2. General Description and/or Address

2. Owner

2. Market Value

2. Equity

3. General Description and/or Address

3. Owner

3. Market Value

3. Equity

4. General Description and/or Address

4. Owner

4. Market Value

4. Equity

Total Market Value of Real Property

Total Equity of Real Property

PERSONAL PROPERTY

TYPE: List separately only major personal effects such as, jewelry, collections, antiques, furs, and all other valuable non-business personal property (indicate type below and give a lump sum value for miscellaneous, less valuable items.)

1. Type or Description

1. Owner

1. Market Value

2. Type or Description

2. Owner

2. Market Value

3. Type or Description

3. Owner

3. Market Value

4. Type or Description

4. Owner

4. Market Value

Total Market Value of Personal Property

BANK & SAVINGS ACCOUNTS

IF YOU PREFER, YOU CAN WAIT UNTIL AFTER OUR MEETING TO SUPPLY ACCOUNT NUMBERS
TYPE: Checking Account “CA”, Savings Account “SA”, Certificates of Deposit “CD”, Money Market “MM” (indicate type below).
Do not include IRA’s or 401(k)’s here

1. Name of Institution and account number

1. Type

1. Owner

1. Amount

2. Name of Institution and account number

2. Type

2. Owner

2. Amount

3. Name of Institution and account number

3. Type

3. Owner

3. Amount

4. Name of Institution and account number

4. Type

4. Owner

4. Amount

5. Name of Institution and account number

5. Type

5. Owner

5. Amount

6. Name of Institution and account number

6. Type

6. Owner

6. Amount

Total Amount for Bank & Savings Accounts

STOCKS AND BONDS

IF YOU PREFER, YOU CAN WAIT UNTIL AFTER OUR MEETING TO SUPPLY ACCOUNT NUMBERS
TYPE: List any and all stocks and bonds you own. If held in a brokerage account, lump them together under each account. (indicate type below)

1. Stocks, Bonds or Investment Accounts

1. Type

1. Acct. Number

1. Owner

1. Amount

2. Stocks, Bonds or Investment Accounts

2. Type

2. Acct. Number

2. Owner

2. Amount

3. Stocks, Bonds or Investment Accounts

3. Type

3. Acct. Number

3. Owner

3. Amount

4. Stocks, Bonds or Investment Accounts

4. Type

4. Acct. Number

4. Owner

4. Amount

5. Stocks, Bonds or Investment Accounts

5. Type

5. Acct. Number

5. Owner

5. Amount

6. Stocks, Bonds or Investment Accounts

6. Type

6. Acct. Number

6. Owner

6. Amount

Total Amount for Stocks and Bonds

LIFE INSURANCE POLICIES AND ANNUITIES

TYPE: Term, whole life, split dollar, group life, annuity. ADDITIONAL INFORMATION: Insurance company, type, face amount (death benefit),who owns the policy, the current beneficiaries, who pays the premium, and who is the life insurance agent.

Total Amount of Life Insurance Policies and Annuities

RETIREMENT PLANS

TYPE: Pension (P), Profit Sharing (PS), H.R. 10, IRA, SEP, 401(K). ADDITIONAL INFORMATION: Describe the type of plan, the plan name, the current value of the plan, and any other pertinent information.

Total Amount of Retirement Plans

BUSINESS INTERESTS

TYPE: General and Limited Partnerships, Sole Proprietorships, privately owned corporations, professional corporations, oil interests, farm and ranch interests. ADDITIONAL INFORMATION: Give a description of the interests, who has the interest, ownership of the interests, and the estimated value of the interests.

Total Amount of Business Interests

MONEY OWED

TYPE: Mortgages or promissory notes payable to decedent, or other moneys owed to decedent.

1. Name of Debtor

1. Date of Note

1. Maturity Date

1. Owed To

1. Current Balance

2. Name of Debtor

2. Date of Note

2. Maturity Date

2. Owed To

2. Current Balance

3. Name of Debtor

3. Date of Note

3. Maturity Date

3. Owed To

3. Current Balance

Total Amount of Money Owed

ANTICIPATED INHERITANCE, GIFT, OR LAWSUIT JUDGMENT

TYPE: Gifts or inheritances that you expect estate to receive at some time in the future; or moneys that you anticipate the estate receiving through a judgment in a lawsuit. Describe in appropriate detail.

Total Estimated Value of Anticipated Inheritance, Gift, or Lawsuit Judgement

OTHER ASSETS

TYPE: Other property is any property that decedent had that does not fit into any listed category.

1. Type

1. Owner

1. Value

2. Type

2. Owner

2. Value

3. Type

3. Owner

3. Value

4. Type

4. Owner

4. Value

5. Type

5. Owner

5. Value

Total Amount of Other Assets

SUMMARY OF VALUES

Enter Amounts*
* Values for property owned with other put your percentage in client’s column and other’s percentage in other’s column.

Real Property Decedent

Real Property Other’s

Real Property Total Value

Furniture and Personal Effects Decedent

Furniture and Personal Effects Other's

Furniture and Personal Effects Total Value

Bank and Savings Accounts Decedent

Bank and Savings Accounts Other's

Bank and Savings Accounts Total Value

Stocks and Bonds Decedent

Stocks and Bonds Other's

Stocks and Bonds Total Value

Life Insurance and Annuities Decedent

Life Insurance and Annuities Other's

Life Insurance and Annuities Total Value

Retirement Plans Decedent

Retirement Plans Other's

Retirement Plans Total Value

Business Interests Decedent

Business Interests Other's

Business Interests Total Value

Money owed to decedent Decedent

Money owed to decedent Other's

Money owed to decedent Total Value

Anticipated Inheritance, Etc. Decedent

Anticipated Inheritance, Etc. Other's

Anticipated Inheritance, Etc. Total Value

Other Assets Decedent

Other Assets Other's

Other Assets Total Value

Total Assets: Decedent

Total Assets: Other's

Total Assets: All