Probate Intake Form | LAESQUIRE

Step 1 — The Deceased

Tell us about the person who passed.

We need basic information about the decedent to begin preparing the probate petition. All information is confidential.

Decedent's Personal Information

First Name *

Last Name *

Middle Name (optional)

Date of Birth *

Date of Death *

County of Death *

Last Home Address *

Marital Status at Death *

Surviving Spouse Name (if applicable)

Estate Documents

Did the decedent have a Will? *

Did they have a Living Trust?

Is there a named Executor or Personal Representative in the Will? (if yes, give name)

Approximate Gross Value of the Estate (all assets before debts)

Step 2 — Executor / Petitioner

Who is filing the probate petition?

This is typically the named executor (if there's a will) or the next of kin (if there's no will). This is the person who will be appointed by the court to administer the estate.

Petitioner's Personal Information

First Name *

Last Name *

Email Address *

Phone / Text *

Home Address *

Relationship to Deceased *

City / Neighborhood

Are there co-petitioners or co-executors?

Additional Petitioner (if any — full name and relationship)

Their Email

Additional Notes About the Petitioner or Family Situation (optional)

Step 3 — Heirs & Family Members

Who are the legal heirs and beneficiaries?

California probate requires notifying all legal heirs — whether or not they are named in the will. Please list all family members who may have a legal interest in the estate, including those who were disinherited. We also need email addresses to send notices.

Surviving Family Members & Beneficiaries

List all heirs — spouse, children (including adult children), grandchildren (if a child is deceased), parents, siblings, and any named beneficiaries who are not family members.

Full Legal Name	Relationship	Date of Birth	Email Address	City / State	Notes

Pre-Deceased Family Members

If any children or heirs pre-deceased the decedent, list them here (include their children's names if applicable)

Step 4 — Estate Assets

What assets are part of the estate?

List the decedent's assets that are subject to probate — property in their name alone, without a joint tenant or payable-on-death beneficiary. Do your best; exact values are not required yet. A Probate Referee will appraise the estate.

Real Property (Homes, Land, Rental Property)

Property 1

Property Address

How is title held?

Estimated Current Value

Estimated Mortgage Balance

Do you have the deed?

Property 2 (if applicable)

Property Address (leave blank if none)

How is title held?

Estimated Current Value

Bank & Financial Accounts

List accounts in the decedent's name alone. Joint accounts or accounts with POD/TOD beneficiaries typically pass outside probate.

Bank / Institution

Account Type

Approximate Balance

Bank / Institution

Account Type

Approximate Balance

Additional accounts or notes

Other Assets

Retirement Accounts (IRA, 401k)

Life Insurance (if estate is beneficiary)

Business Interests

Vehicles

Personal Property of Significant Value (art, jewelry, collectibles, etc.)

Known Debts or Liabilities (creditors, loans, unpaid bills)

Step 5 — Review & Court Filing Deposit

Review your submission and pay the filing deposit.

Please review the key information below. You can go back to make any corrections before submitting. The $500 court filing deposit is required to begin the probate process.

$500

California Probate Court Filing Deposit

This covers the required court filing fee to open the probate. Attorney fees are calculated separately per California Probate Code §10810 and are discussed during your consultation.

Decedent

Name:—

Date of Death:—

County:—

Will:—

Petitioner

Name:—

Email:—

Phone:—

Relationship:—

Court Filing Deposit — Important Information:
The $500 deposit covers the required California Superior Court filing fee to initiate probate proceedings. This is a pass-through cost — it goes directly to the court. Additional attorney fees are governed by California Probate Code §10810 and will be discussed at your consultation. The deposit is non-refundable once the petition is filed.

Choose Payment Method

Prefer another payment method?
Zelle: or Zelle to 818-714-1789
Check: Payable to SNC Law Office, mail to — Call 818-714-1789 for mailing address
Questions: 818-714-1789

Submitting this form does not create an attorney-client relationship. That relationship begins only when a written fee agreement is signed by both parties. All information provided is confidential and protected by attorney-client privilege. Legal services provided by SNC Law Office, Shekhar Chikhalikar, Esq., CA Bar #249708.

California Probate Intake - LAESQUIRE