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Probate Intake Form 2026

Step 1 of 6 – Getting started

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Getting started

These questions help route the case correctly.
Did the person who passed away leave a signed will?(Required)
MM slash DD slash YYYY
Are you asking the court to officially appoint someone to handle the estate?(Required)
Are there bills or debts that still need to be paid, other than something tied to a house or car?(Required)
Is there a house, land, or other real estate that needs to be transferred?(Required)
Are or were there any debts to be paid (This includes any real property)?(Required)
At the time of death, was the property the homestead of the deceased?(Required)
Do you have a copy of the deed?(Required)

About the person who passed away

MM slash DD slash YYYY
Were they married when they passed away?(Required)
Did they own a home, land, or any other real estate?(Required)
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Did they have a bank account with no living co-owner listed on it?
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Did they own a car, truck, or other vehicle?
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Did they have a life insurance policy?
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Did they have unpaid medical bills, credit cards, taxes, or other bills?
Is this matter limited to transferring title to real property only, without the need to handle any debts, bills, or other assets owned by the estate?
Has there already been an administration of this estate in Texas?
Was property in Texas omitted from that administration?
Has Decedent’s Will already been admitted to probate in Texas?
Was property in Texas omitted from the Will?
Has no final disposition of property in Texas been made in that administration?
Was the Will admitted only as a muniment of title?
Is there a need for administration of Decedent’s estate?(Required)
Do they have an SSN?(Required)
Do they have a Driving License?(Required)
Why is this county the right place for the case?(Required)
Did the person who passed away receive medical benefits?(Required)
If yes, what type of medical benefits did they receive?

About the person filling this out

Do you have an SSN?(Required)
Do you have a Driving License?(Required)
Your Legal Standing
Do you live outside Texas?(Required)
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Is anyone else joining you in asking the court for this?(Required)
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How many other people are joining you?
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Other person joining you — Person 1

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Does Person 1 have an SSN?(Required)
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Does Person 1 have a Driving License?(Required)
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Does Person 1 live outside Texas?(Required)
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Other person joining you — Person 2

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Does Person 2 have an SSN?
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Does Person 2 have a Driving License?(Required)
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Does Person 2 live outside Texas?(Required)
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Other person joining you — Person 3

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Does Person 3 have an SSN?(Required)
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Does Person 3 have Driving License?(Required)
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Does Person 3 live outside Texas?(Required)
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Will details

Is the Will handwritten or typed?(Required)
Do you have the original signed will?(Required)
MM slash DD slash YYYY
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Section of Texas Estates Code under which the Will was made self‑proved(Required)
Was the will signed in front of witnesses?
Were there any changes or add-on pages signed later?
MM slash DD slash YYYY
Is the Codicil handwritten or typed?(Required)
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Section of Texas Estates Code under which the codicil was made self‑proved(Required)
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Was the codicils signed in front of witnesses?(Required)
Was the will notarized?
Is that person still living?
Is that person willing to serve?
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Does the executor need to post a bond?(Required)
Has the executor ever been convicted of a felony?(Required)
Executor residency status(Required)
Is there a back-up person named in the will?
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Are multiple people named to serve together as executors?
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How many co‑executors are named to serve together?
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Is co-executor 1 still living?
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Is co-executor 1 willing to serve?
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Does the co-executor 1 need to post a bond?
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Has the co-executor 1 ever been convicted of a felony?
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Is co-executor 2 still living?
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Is co-executor 2 willing to serve?
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Does the co-executor 2 need to post a bond?
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Has the co-executor 2 ever been convicted of a felony?
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Is co-executor 3 still living?
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Is co-executor 3 willing to serve?
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Does the co-executor 3 need to post a bond?
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Has the co-executor 3 ever been convicted of a felony?
At the time the will was signed, the decedent was
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Is a true and correct copy of the Will/Codicil attached?(Required)
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How many people are receiving property under the Will?(Required)
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Beneficiary 1 status
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Beneficiary 2 status
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Beneficiary 3 status
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Are any of the beneficiaries listed in the will under the age of 18?
How many minor beneficiaries under the age of 18 listed in the Will?
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Does the will name the State of Texas, a state agency, or a charitable organization as a beneficiary?(Required)
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Who is named as the beneficiary?
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Where is this beneficiary named?

Family information

Answer these as best you can. This helps identify who may inherit if there is no usable will.
Was any child born or adopted after the will was signed?
How many children born or adopted after the will was signed ?
Is Born or adopted Child 1 living?
Is Born or adopted Child 2 living?
Is Born or adopted Child 3 living?
Did the decedent have any children?(Required)
How many adult children the decedent have?
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Child 1 status
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MM slash DD slash YYYY
Is Child 1 living?
MM slash DD slash YYYY
If Child 1 is not living, did Child 1 leave children?
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Child 2 status
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MM slash DD slash YYYY
Is Child 2 living?
MM slash DD slash YYYY
If Child 2 is not living, did Child 2 leave children?
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Child 3 status
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MM slash DD slash YYYY
Is Child 3 living?
MM slash DD slash YYYY
If Child 3 is not living, did Child 3 leave children?
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Child 4 status
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MM slash DD slash YYYY
Is Child 4 living?
MM slash DD slash YYYY
If Child 4 is not living, did Child 4 leave children?
Are any of the Children listed in the will under the age of 18?
How many minor children under the age of 18 listed in the Will?
MM slash DD slash YYYY
Is Minor Child 1 Living?
MM slash DD slash YYYY
MM slash DD slash YYYY
Is Minor Child 2 Living?
MM slash DD slash YYYY
MM slash DD slash YYYY
Is Minor Child 3 Living?
MM slash DD slash YYYY
MM slash DD slash YYYY
Is Minor Child 4 Living?
MM slash DD slash YYYY
Are their parents still living?(Required)
MM slash DD slash YYYY
MM slash DD slash YYYY
Did the decedent have any brothers or sisters?(Required)
How many adult brothers or sisters the decedent have?
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Sibling 1 status
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MM slash DD slash YYYY
Is Sibling 1 living?
MM slash DD slash YYYY
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Sibling 2 status
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MM slash DD slash YYYY
Is Sibling 2 living?
MM slash DD slash YYYY
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Sibling 3 status
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MM slash DD slash YYYY
Is Sibling 3 living?
MM slash DD slash YYYY
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Sibling 4 status
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MM slash DD slash YYYY
Is Sibling 4 living?
MM slash DD slash YYYY
Are any of the Siblings listed in the will under the age of 18?
How many minor siblings under the age of 18 listed in the Will?
MM slash DD slash YYYY
Is Minor Sibling 1 Living?
MM slash DD slash YYYY
MM slash DD slash YYYY
Is Minor Sibling 2 Living?
MM slash DD slash YYYY
MM slash DD slash YYYY
Is Minor Sibling 3 Living?
MM slash DD slash YYYY
MM slash DD slash YYYY
Is Minor Sibling 4 Living?
MM slash DD slash YYYY
Heir categories to include in judgment
Was any marriage of the decedent dissolved after the will was signed?
MM slash DD slash YYYY
Decedent’s Marriage Details
Number of times decedent was married
Marital Status of Decedent (Single Marriage)
MM slash DD slash YYYY
MM slash DD slash YYYY
MM slash DD slash YYYY
Status of Decedent Second Marriage
MM slash DD slash YYYY
MM slash DD slash YYYY
MM slash DD slash YYYY
Status of Decedent Third Marriage
MM slash DD slash YYYY
MM slash DD slash YYYY
MM slash DD slash YYYY

People who may need to sign or speak up

Was the Decedent the owner of real or personal property?
Number of real or personal properties owned by the decedent
Type of Property 1
Type of Property 2
Type of Property 3
Does the will give the executor authority to sell property?
Do all heirs or distributees agree to grant the executor general power of sale?
Do all heirs agree to let one person manage the estate independently?
Has the independent administrator ever been convicted of a felony?
Independent Administrator residency status
Role of Person signing the Waiver of Service of Citation
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Why is an administration of the estate necessary?
Should the judgment mention the attorney ad litem?
Attorney Ad Litem Fee Options
Should the judgment mention issues raised in the application?
Do we need to appoint someone to formally value the estate’s property?
Affidavit Filing Request
Will all adults who may inherit agree to sign paperwork and not fight about this?(Required)
Do all adults who may inherit agree on who should handle this?(Required)
Does anyone who may inherit live outside Texas?(Required)
Do you know two or more people who know the family history well enough to speak in court if needed?(Required)
How many such people do you know?
Is there anything urgent that needs immediate attention, such as a locked house, unpaid mortgage, frozen account, or business issue?(Required)
Max. file size: 32 MB.
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