Download Probate Administration

Summerall Law, P.C
3873 Piedmont Avenue Suite 8
3871 Piedmont Ave #57 (mail)
Oakland, California 94611
[email protected]
(415)944-9406
(415)548-2041
ESTATE ADMINISTRATION INTAKE
I am so sorry to hear of your loss. If you will please fill in the following form to the best of your
ability, it will help me guide you through this time.
Client Information:
Decedent’s Information (if applicable):
Phone:
Marital Status:
Decedent’s
Name:
Spouse’s Name:
Address:
Address:
Email:
Social Security #:
Name:
ARAG Members:
ARAG #:
Case Assist #:
Date of Death:
Date of Birth:
BASIC FAMILY DESCRIPTION: Please describe the decedent’s family:
Kids (Names and Ages):
Siblings:
Parents or Grandkids:
Any deceased children?
Any disabled or otherwise in need of special
care? (Drug or alcohol problems?)
Additional claimants, beneficiaries, or
creditors of special interest:
AGENT & BENEFICIARY CONTACT INFORMATION:
Please provide contact information from the individuals listed above, beneficiaries, or family members who are
close relatives or named in the will or trust.
Name:
Relationship:
Address:
Name:
Phone:
Relationship:
Address:
Name:
Phone:
Relationship:
Address:
Name:
Phone:
Relationship:
Address:
Name:
Phone:
Relationship:
Address:
Name:
Phone:
Relationship:
Address:
Name:
Phone:
Relationship:
Address:
Name:
Phone:
Relationship:
Address:
Name:
Phone:
Relationship:
Address:
Name:
Phone:
Relationship:
Address:
Phone:
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PROPERTY
Will you please fill in the following property to the best of your ability? If the Decedent was not married, or
otherwise did not hold any property in the name of a trust, or as joint tenants, you may skip “Name on Title”
question.
REAL PROPERTY: home, vacation home, and rental or investment property
Address:
Name[s] on title?
Approximate Value?
Sarah's Notes:
RETIREMENT ACCOUNTS: 401k, Pension Funds, & IRAs
Financial Institution
Name on account?
Value?
Type of Account:
LIFE INSURANCE, HEALTH INSURANCE, HOMEOWNERS, & OTHER INSURANCE PRODUCTS
Financial Institution
Who is insured?
Benefit
Amount
Type of Insurance
MUTUAL FUNDS, MONEY MARKET ACCOUNTS, ANNUITIES, AND BANK ACCOUNTS
Financial Institution
Name[s] on account?
Value
Type of Account
OTHER ASSETS, CARS, SAFE DEPOSIT BOXES AND ANYTHING ELSE I SHOULD KNOW
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Asset
Where is the asset?
Approximate Value?
Sarah’s Notes
Amount Owed:
Sarah’s Notes:
Debts
Type of Debt
Who is owed to:
FEE INFORMATION
For Trusts: I charge $300 per hour. I require a $3,000 minimum. If there are no conflicts within the
estate, I would expect to be able to administer the estate for $6000. The trustee is compensated either
hourly ($40.00 per hour) or 1% of the trust assets, usually defaulting to the larger of the two numbers.
For Wills or Intestate Estates: The attorney and personal representative compensation structure is set by
statute and is dependent on the size of the estate. It averages to be about 2.5% . In addition, there are
filing fees of $465 (paid twice, at the beginning and end of the estate) , and a publication fee ($220 – paid
at beginning). The probate referee will also charge a fee. This will be billed to the estate.
Please bring a checkbook to pay for the initial fees. If you need to pay me after there are fees available in
the estate, please let me know. Please also mention if you are very low income (less than $1500 per
month).
DOCUMENT REQUESTS
 Any FINANCIAL STATEMENTS YOU HAVE (retirement accounts, stocks, bank accounts,
and debts)
 If you have them, the deeds for ANY REAL PROPERTY IN THE ESTATE
 A couple original copies of the DEATH CERTIFICATE (2-4)
 The ORIGINAL WILL OR TRUST (if applicable)
 CHECK FOR FEES
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Additional Questions or Concerns:
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