PROBATE ADMINISTRATION FORM

The information requested is necessary for your case. This information will remain confidential where necessary and in your file. Please complete all fields as accurately as possible.

I Successor Trustee Information

First Name *

Middle Name

Last Name *

Mailing Address *

Cell Phone *

Email Address *

Date of Birth

Social Security No.

Relationship to Decedent

II Trustor's Information

First Name *

Middle Name

Last Name *

Date of Birth

Date of Death *

Age at Date of Death

County Resided in at Date of Death

Full Name of Trust

Did Decedent Have a Will? YesNo

In Possession of Original Will? YesNo

In Possession of Trust? YesNo

III Beneficiary Information

Name and Addresses of All Beneficiaries

Name	Year of Birth	Address	Email	Relationship

IV Trust Asset Information

1. Known Real Property of Decedent

Address	TMS #	FMV ($)	Decedent's % Interest	Value of Decedent's Portion ($)

2. Known Encumbrances (mortgages, liens, judgments)

Type	Asset Encumbered	Company with Encumbrance	Pay-off Amount ($)

3. All Other Known Assets (bank accounts, CDs, stocks, bonds, life insurance, investments, vehicles, household furnishings, art, business interest, retirement)

Name / Type of Asset	Account # / ID #	Institution / Company	Value ($)

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ChaceLaw Assistant