Probate/Estate Planning and Administration Intake Form

Bold labels and indicate required information.

Details Name Please enter your name.

Street Address Please enter your street address.

City Please enter the name of your city.

State Please choose your state of residence. ZIP Code Please enter a valid ZIP code. You may use 0-9, spaces and the ( ) - + characters.

E-mail Address

Please enter a valid e-mail address.

Home Phone Number Please enter a valid home phone number. You may use 0-9, spaces and the ( ) - + characters.

Business Phone Number Please enter a valid business phone number. You may use 0-9, spaces and the ( ) - + characters.

Mobile Phone Number Please enter a valid mobile phone number. You may use 0-9, spaces and the ( ) - + characters.

Fax Number Please enter a valid fax number. You may use 0-9, spaces and the ( ) - + characters.

What does this matter involve? Please indicate what this matter involves.

Probate/Administration of an Estate What is the decedent's name? Please enter the decedent's name.

What is the decedent's date of death? Please enter the decedent's date of death.

Where was the decedent's residence at the time of death? Please enter the decedent's residence at the time of death.

What was your relationship to the decedent? Please enter your relationship to the decedent.

Did the decedent leave a will? The decedent left a will.

The decedent did not leave a will.

Do you have a copy of the will? I have a copy of the will.

I do not have a copy of the will.

Are you named as the executor or administrator of the decedent’s estate? I am named as the executor or administrator of the decedent’s estate.

I am not named as the executor or administrator of the decedent’s estate.

If you are not the executor or administrator of the estate, please enter the name of the executor or administrator of the decedent’s estate. Please enter the name of the executor or administrator of the decedent’s estate.

What was the marital status of the decedent? Please indicate the marital status of the decedent. If the decedent was married or separated, please enter the name and address of the spouse. Please enter the name and address of the spouse.

Did the decedent have any children? The decedent had children.

The decedent did not have children.

If the decedent had any children, please list their names and addresses. Please list their children’s names and addresses.

If the decedent did not have any children, please list the names and addresses of the decedent's closest known relatives. Please list the names and addresses of the decedent's closest known relatives.

Is there anyone not previously mentioned (including charitable organizations) who is named as a beneficiary in the will? There is someone not previously mentioned who is named as a beneficiary in the will.

There is no one else who is named as a beneficiary in the will.

If there is anyone else who is named as a beneficiary in the will, please list their names and addresses. Please list the names and addresses of the other beneficiaries of the will.

Please describe any concerns you have about this estate. Please describe any concerns you have about this estate.

How would you like this issue resolved? What's your preferred outcome? Please describe how you would like this issue to be resolved or your preferred outcome.

Have other attorneys worked on this matter? Other attorneys have worked on this matter.

Other attorneys have not worked on this matter.

If other attorneys have worked on this matter, please provide their names, addresses and a brief description of their involvement. Please provide the names, addresses and a brief description of the other attorneys' involvement.

Estate Planning What is your marital status? Please indicate your marital status. If you have children, please list their names and addresses. Please list your children's names and addresses.

Please list the names and addresses of anyone else (including charitable organizations) you wish to provide for in your estate plan. Please list the names and addresses of anyone else you wish to provide for in your estate plan.

Do you have an existing will? I have a will.

I do not have a will.

Do you have an existing life insurance policy? I have life insurance.

I do not have life insurance.

Do you have a retirement plan? I have a retirement plan.

I do not have a retirement plan.

Do you own a business? I own a business.

I do not own a business.

If you own a business, enter your business's name, address and phone number. Please enter your business's name, address and phone number.

If a business is involved, how is the business organized (if known)? Please indicate how the business is organized. What is your approximate net worth? Please enter your approximate net worth.

Describe your concerns regarding your estate. Please describe your concerns regarding your estate.

Describe what you would like to happen with your estate. What's your preferred outcome? Please describe how you would like your estate issue to be resolved or your preferred outcome.

Have other attorneys worked on your estate matter? Other attorneys have worked on your estate matter.

Other attorneys have not worked on your estate matter.

If other attorneys have worked on your estate matter, please provide their names, addresses and a brief description of their involvement. Please provide the names, addresses and a brief description of the other attorneys' involvement with your estate matter.

How did you hear about this Web site? How did you hear about this Web site? Please choose one.

The use of the Internet or this form for communication with the firm or any individual member of the firm does not establish an attorney-client relationship. Confidential or time-sensitive information should not be sent through this form.

Please verify that you have read the disclaimer. I have read the disclaimer.

Bold labels are required.

Contact Information Name

E-mail Address Please enter a valid e-mail address.

Phone

Brief description of your legal issue

Please verify that you have read the disclaimer. I have read the disclaimer. disclaimer.

AVALLONE LAW ASSOCIATES
215 South Broad Street
Fifth Floor
Philadelphia, PA 19107

Local: 215-253-3855
Toll Free: 877-223-0579
Fax: 215-545-3817

Map & Directions
E-mail the firm

Avallone Law Associates serves clients throughout the Greater Philadelphia Area, Delaware County, Montgomery County, Lehigh County, Bucks County, Chester County, Pike County, Philadelphia County, Lancaster County, Berks County, Northampton County, Luzerne County, nearby portions of New Jersey and eastern Pennsylvania communities such as Media, Norristown, Milford, West Chester, Doylestown, Drexel Hill, King of Prussia, Darby, Sharon Hill, Willow Grove, Bryn Mawr, Springfield, Lancaster, Reading, Allentown, Easton, Macungie, Wilkes Barre and Bethlehem.

FirmSite® by FindLaw, a Thomson Reuters business.