Probate Short Consultation Name of Deceased* First Last Address*Any Former Address*Occupation*Date of Death* Date Format: DD slash MM slash YYYY Place of Death*Date of Birth* Date Format: DD slash MM slash YYYY Domicile*PPS No. / RSI No.*Will made?*Location of Will?*Death Certificate obtained?*Address of Tax Office*Marital status*Spouses/former spouses name/Partner’s name First Last AddressOccupationHas any former spouse renounced his/her legal succession rightsDate of marriage Date Format: DD slash MM slash YYYY Children (names, addresses and ages)Executor(s)Executor 1 - Name First Last Executor 1 - Phone numberExecutor 1 - AddressExecutor 1 - OccupationExecutor 1 - Relationship to deceasedExecutor 2 - Name First Last Executor 2 - Phone numberExecutor 2 - AddressExecutor 2 - OccupationExecutor 2 - Relationship to deceasedTrusteesTrustee 1 - Name First Last Trustee 1 - Phone numberTrustee 1 - AddressTrustee 1 - OccupationTrustee 1 - Relationship to deceasedTrustee 2 - Name First Last Trustee 2 - Phone numberTrustee 2 - AddressTrustee 2 - OccupationTrustee 2 - Relationship to deceasedGuardiansGuardian 1 - Name First Last Trustee 2 - Phone numberGuardian 1 - AddressGuardian 1 - OccupationGuardian 1 - Relationship to deceasedGuardian 2 - Name First Last Guardian 2 - Phone numberGuardian 2 - AddressGuardian 2 - OccupationGuardian 2 - Relationship to deceasedBeneficiaries / Persons Entitled12345678Assets ChecklistPlease note that a date of death valuation of any house and lands and of any other substantial assets will be required. Please state whether any assets are held in joint names. 1. HouseAddress/Details - Estimated Value at date of DeathLocation of DeedsAddress/Details - Estimated Value at date of Death2. Lands – Folio number(s)Address/Details - Estimated Value at date of DeathLocation of Deeds to landAddress/Details - Estimated Value at date of DeathIn whose name(s) is the propertyAddress/Details - Estimated Value at date of Death3. Car Details4. Other Assets (e.g. cash in house, household items, car etc.) More forms: Client Instruction Sheet For Debt Collection House Purchase Form House Sale Form Personal Injury Consultation Probate Short Consultation Ward of Court Consultation Will Consultation