Probate Legal Consultation Form

Notice: You are being sent this form to complete because you have a scheduled consultation with one of the attorneys at Stearns-Montgomery and Proctor (SMP). Although the information you provide will be held in strictest confidence, until you speak directly with one of SMP’s attorneys in person or over the phone, the attorney-client relationship is NOT established.

This form is also used for initiating your case should you decide to retain SMP’s services.

I give permission for a Stearns-Montgomery & Proctor attorney or support staff member to email me regarding my legal issues.*

Yes
No

Please call the phone number (678)-384-8670 and someone will be happy to assist you.

1. Name

Legal First Name Middle Legal Last Name

2. Social Security Number

Date of Birth

3. Physical Residence:

Street Address Address Line 2 City State/County ZIP / Postal Code Country

4. Is #3 the same as your mailing address?

Yes
No

If no, please provide mailing address:

Mailing Address

Street Address Address Line 2 City State/County ZIP / Postal Code Country

5. Telephone Numbers: check preferred number where we may call or leave messages:

Home
Cell
Work

Home

Cell

Work

6. Email

7. Which Office Location is the Consultation:

Marietta
Alpharetta
Atlanta
Dunwoody
Telephone

8. Your Employer

Occupation:

If other, what's your occupation?

Education (grade & degree):

Earning Capacity:

9. Your Residence?

Rent
Own

What is the fair market value (estimate) of your residence?

10. Have you ever filed for bankruptcy?

Yes
No

11. Nature of Legal Problem:

No will
Heir to estate w/questions
Contest a will
Concerned about executor or administrator
Need to probate an estate
Other

12. What is your relationship to the Decedent?

Wife
Daughter
Husband
Brother
Son
Sister
Other

QUESTIONS ABOUT DECEDENT

(“Decedent” is the legal term that we use to refer to the person who has passed away)

13. Physical Residence of Decedent at the time of Death:

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

14. Was the Decedent married at the time of death?

Yes
No

If so, please provide the name of the spouse:

First Middle Last

15. Did the decedent have any minor children at the time of the Decedent’s death?

Yes
No

If so, please list the name, birthdate, custodial parent or legal guardian of each minor child?

1.

First DOB Custodial Parent/Legal Guardian Name

2.

First DOB Custodial Parent/Legal Guardian Name

3.

First DOB Custodial Parent/Legal Guardian Name

16. Did the Decedent have any adult children at the time of death?

Yes
No

1.

First Middle Last

2.

First Middle Last

3.

First Middle Last

17. Did the Decedent have any children which died before the Decedent?

Yes
No

18. Did the Decedent have a Will at the time of death?

Yes
No

19. If the Decedent did not reside in the State of Georgia at the time of death, did the Decedent have any property located in the State of Georgia at the time of the Decedent’s death?

Yes
No

If so, please describe the property located in Georgia and state in what county is the property located:

Property Type

County

IF NO WILL:

20. If the Decedent did not have a Will, has anyone filed a petition to request that an administrator be appointed to manage the estate of the Decedent?

Yes
No

If so, in what Probate Court was the Petition filed?

21. If the Probate Court has appointed an administrator, please provide the name and address of this person:

Legal First Name Middle Legal Last Name

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

22. If the administrator is represented by an attorney, please provide the name of the attorney:

IF THERE IS A WILL:

23. Please state the name and address of the person who has the original Last Will and Testament:

Legal First Name Middle Legal Last Name

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

24. Has someone filed a petition to probate the Will?

Yes
No

If so, in which probate court was the petition to probate the Will filed:

25. Who is is the executor of the Will?

Yes
No

ADDITIONAL INFORMATION

26. Have you been served with papers regarding the Decedent’s estate?

Yes
No

27. Is there a court date set?

Yes
No

If so, when?

28. Have you or the Other Party had a previous consultation with this office?

Yes
No

If yes, please explain:

29. Have you discussed your legal matter with another firm?

Yes
No

30. If the other party has retained an attorney, please state his/her name:

31. Is an attorney currently representing you in this legal action?

Yes
No

If so, who is the attorney representing you?

32. Why did you choose our law firm?

Referred
Used Previously
Reputation
Quality of Website
Size of Firm
Location
Other

Name of friend/family

Other

33. Were you referred, and if so, what is the name of the attorney you were referred to?

34. May we thank the person who referred you?

Yes
No

35. Are you currently or have you ever served in the Military?

Yes
No

Signature*

Date*

Probate Legal Consultation Form

QUESTIONS ABOUT DECEDENT

IF NO WILL:

IF THERE IS A WILL:

ADDITIONAL INFORMATION

Alpharetta

Buckhead

Canton

Fayetteville

Gainesville

Johns Creek

Marietta

Savannah

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