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

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 Email Phone Notice to Rep? Portion