Estate Planning, Will By Lewis R Fadely

Welcome To Fadely Law

Thank you for trusting our firm to assist you with your loved one’s estate.
Please provide your information below to get started or Click Here to learn more and watch a short video.

Allow 15-20 minutes to complete this questionnaire. You can save and come back to the questionnaire as needed.

Upon completion our firm will contact you with the next steps.

Please provide Decedent information below.

First Name *

Middle Name

Last Name *

Email *

Password *

Telephone *

Decedent Details

Name of Decedent (person who passed away) *

Permanent Residence at Time of Death

Full Address:

County

Date Of Birth

Date Of Death

Last 4 Digits Social Security Number:

State

Location of Will

Does the decedent have a will ?

✓

Yes

✓

No

✓

Unknown

If Yes, Where?

Date of will, If known:

Personal Representative

Name of Person Representative

Address

Date Of Birth

Telephone

Relationship To Decendent

Intake Form Details

Name of Person Completing This Form *

Address *

Date Of Birth *

Telephone *

Relationship To Decendent *

Email *

Beneficiaries Or Heirs At Law

Did the decedent have a spouse?

✓

Yes

✓

No

✓

Unkown

Does the decedent have any children?

✓

Yes

✓

No

✓

Unkown

Does the decedent have any other beneficiaries, including living siblings and living parents?

✓

Yes

✓

No

✓

Unkown

Relationship To Decendent

Assets

Safe Deposit Box

✓

Yes

✓

No

✓

Unkown

Do you know if the they owned any real estate?

✓

Yes

✓

No

✓

Unkown

Do you know if they have Stocks And Bonds?

✓

Yes

✓

No

✓

Unkown

Do you know if they have Bank Accounts?

✓

Yes

✓

No

✓

Unkown

Assets 2

Money Market Accounts Or Certificates of Deposit

✓

Yes

✓

No

✓

Unkown

Do you know if they have U.S. GOVERNMENT Savings Bonds (E, EE, H)?

✓

Yes

✓

No

✓

Unkown

Did the decedent have any outstanding mortgages?

✓

Yes

✓

No

✓

Unkown

Do you know id they have life insurance?

✓

Yes

✓

No

✓

Unkown

Assets 3

Did the decedent have any annuities?

✓

Yes

✓

No

✓

Unkown

Did the deceased own vehicles?

✓

Yes

✓

No

✓

Unkown

Debts

Do you know if they owe anyone money? Bankruptcy, Judgements, Collections?

✓

Yes

✓

No

✓

Unkown

Acknowledgment and Consent

Please understand that the documents listed below will be required by the office for processing:

- Death Certificate Without Cause Of Death (Short Form)- ORIGINAL

- Copy Of Paid Funeral Bill With $0.00 Balance Or Proof Of Payment

- Copies Of Any Real Estate Needs

- Copies Of Any Vehicle Titles

- Copies Of Any Bills

- Last Will And Testament (If One Exists) (Original Needed) Need To Mail To Our Office

Please understand that these documents will be required later for processing. You can attach multiple documents by selecting all the files at once before uploading. However, If you are unable to upload the documents at this time, you can email them to intake@tbllf.com.

Upload Documents

https://ambassador.legalgen.com/formfileupload

Summary

Review your responses on the specific screens listed on the right-hand side. Once you're ready, click 'Complete' to finish this intake."

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