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Probate Case Assessment
Free Probate Assessment
*
1.
Please select the Assessment you would like to complete
(Required.)
Free Probate Assessment
- Results included with ANY of our Packages
Probate & Benefit Case Assessment
: Includes an assessment of Social Security and Veteran's Benefits.
Results included with
Auto-Executor
and
Auto-Probate Packages ONLY
.
*
2.
Do you plan on being the estate representative on behalf of your loved one's estate?
Tip: You'll often see terms such as executor, administrator, commissioner, and representative used. While the terms may be different, the responsibilities of each are generally the same. Estate Administration is the process of ensuring that your loved one's probate assets are collected, protected, and distributed among the rightful heirs, beneficiaries, and creditors, according to his/ her will or applicable law. Even if you are not legally appointed by the court, you could still be considered the Estate Representative if you are in charge of these activities for the estate.
(Required.)
Yes
No
*
3.
Please enter the following information for your loved one that passed away (Tip) If the name of the death certificate does not match the name on the will or other documents, enter the name on the death certificate in the fields below and the other name in the "Other Names" field.
* denotes a required field
(Required.)
*First Name
*Middle Name (full)
*Last Name
Suffix (Jr, Sr. etc.)
Other Names Used (nicknames/names used to open accounts)
Leave blank if none
*
4.
You must agree and check the statements below to continue with this Assessment
(Required.)
I understand this assessment is not legal advice
I understand this assessment does not take the place of advice from a lawyer
I understand that I will not be provided a lawyer
I understand the law may have changed
By continuing with this assessment, I have read and agree to the
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and
Terms of Service
outlined.