Succession Pre-Consultation Form First Name(Required) Last Name(Required) Email City(Required) Address State / Province / Region Zip(Required) Home Phone(Required)Office PhoneCell Phone1. The original Will, if anyMax. file size: 512 MB.2. The full name, date of birth, date of death, social security number, marital status/history, and address at date of death of the decedent(s).3. The name, address, phone number, date of birth and social security number for spouse and each of decedent's children, including date of death of any deceased children).4. Are there any special needs children or grandchildren? Please list.5. List all checking, savings and other bank accounts. Include name(s) on each account, account number, and balance as of date of death.6. List all other investments owned by decedent, or by decedent and decedent's spouse in community, including mutual funds, stocks, bonds, brokerage accounts, etc. Include name(s) on each account, account number, and balance as of date of death.7. Identify each titled vehicle owned by decedent or decedent and spouse. Include make, model, VIN, and how titled.8. Identify each piece of real estate owned by decedent or decedent's spouse in community. Provide a copy of Act of Sale, fair market value as of date of death, and amount of mortgage, if any.9. List all other assets owned by decedent, or by decedent and spouse in community, on the date of death.10. Does the decedent have any pending litigation/personal injury claims or lawsuits? YES/NO What questions do you have for the attorney?What Question Do You Have For attorneyWhat Question Do You Have For attorneyTexting Permission I agree to receive texts at the number provided from Morrison Law Group, PLC. Frequency may vary and include information on appointments, events, and other marketing messages. Message/data rates may apply. To opt-out, text STOP at any time. Δ