PROBATE LITIGATION POTENTIAL CLIENT QUESTIONNAIRE

This is a voluntary questionnaire designed to help us better evaluate your potential claim. You are not required to complete this questionnaire. If you prefer, you can call us Monday through Friday 9:00 AM to 5:00 PM


1) Please provide some information about yourself:

 

2) What is the name of the person whose Will, Trust, Assets, or Property is in dispute?

 

3) Does your legal dispute or issue involve a Will or a Trust? If yes:

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    If your legal dispute or issue involves a Will, please answer the following:

    • Have you received a “Notice of Probate of Will? If yes, answer the following:

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      • Are there Wills that preceded the Will being contested? If yes, answer the following:
        If your dispute or issue involves a Trust, please answer the following:
 

4) Cases regarding a Will or Trust involve disputes about someone’s assets. Common examples include real estate, checking and savings accounts, life insurance proceeds, investments (e.g., stocks, bonds, etc.), or other assets. Please provide a brief overview of the assets (along with the estimated value, if known) which are involved in the dispute:

 

5) Do you believe any assets or property were wrongfully hidden or transferred to others under circumstances that do not involve a Will or Trust? If yes, please answer the following:

 

6) Other Disputes:

 
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