Estate Administration Intake
A complete sheet for collecting and validating key information based on all provided documents.
1. Marital History
Click "Add Marriage" to add a new marriage record.
Marriage # | Spouse Name | Marriage Date | How Ended | End Date | Spouse Alive? | Children Count |
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2. Beneficiaries
List all beneficiaries, including heirs and legatees. This form collects all information required by Exhibit A.
# | Type | Relation | Name | Date of Birth | Minor? | Disabled? | Survived? | Date of Death | Address | Phone | Notice to Rep? | Portion |
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