Please Complete the Appointment Form Below

Internal Estate Admin Intake Form
This form will allow you to collect and save information about an Estate Admin case. Once submitted, a new lead will be created in Lawcus on the EA Leads stage of the Leads pipeline.

Contact Details

Decedent Details
Provide the Decedent's Name
County if NC; Additional Details if not NC
How does the Caller know the Decedent? How are they related?
Where is the physical hard-copy wet-ink original Will that isn't a photocopy?
Provide information about the Spouse, if applicable
Provide information about the Children, if applicable

Asset Details
Provide information about real estate, if applicable.
Provide information about vehicles, if applicable.
Provide information about banks, if applicable.
Are there other assets of concern? Provide details here.

Additional Details
Is there an estate open? What has been done already?
What prompted the caller to contact us? Are they looking for general guidance or did they call for a specific reason?
Is there any dispute among those that might have an interest in the estate?
Provide any details you believe are relevant, including impressions, red flags, and other facts.
Share This