Probate Intake Form

Probate Intake Form for Summary Administration Matters

Please gather the following information before you begin completing this intake form. If you have all the required information available, this form should take approximately 10 minutes to complete.

Please note: This online form does not save your progress. If you exit before submitting, your information will be lost.

For the Decedent:
Full Name
Date of Death
Last Known Address
Place of Death (home, hospital, etc., including county; if other than home, please provide the full address)
Last 4 Digits of Social Security Number

For the Beneficiaries and Heirs:
Full Name
Mailing Address
Phone
Email
Age & Relationship to the Decedent

For the Estate:
List of Assets
Account Number and Estimated Value
How is the Asset Titled?

Homestead:
If the decedent owned a Florida primary residence, please provide the mailing address.