Probate Intake 2026 Consolidated Probate Intake – Clean Client Version Layperson-facing probate intake with conditional logic for will, no-will, title-only, and administration workflows. Step 1 of 6 – Getting started 16% Getting startedThese questions help route the case correctly.Did the person who passed away leave a signed will?(Required) Yes No What is the date of death?(Required) MM slash DD slash YYYY What county did they live in when they passed away?(Required)Are you asking the court to officially appoint someone to handle the estate?(Required) Yes No Not sure Are there bills or debts that still need to be paid, other than something tied to a house or car?(Required) Yes No Is there a house, land, or other real estate that needs to be transferred?(Required) Yes No Not sure About the person who passed awayFull legal name of the person who passed away(Required)Any other names they used, if anyDate of birth, if known MM slash DD slash YYYY Age of the person at the time of deathCity and state where they lived(Required)Home address, if knownCounty where they livedWere they married when they passed away?(Required) Yes No Divorced Widowed Not sure Did they own a home, land, or any other real estate?(Required) Yes No Not sure This field is hidden when viewing the formPlease provide the estimated value of home, land, or any other real estateDid they have a bank account with no living co-owner listed on it? Yes No Not sure This field is hidden when viewing the formPlease provide the estimated value in bank accountDid they own a car, truck, or other vehicle? Yes No Not sure This field is hidden when viewing the formPlease provide the estimated value of car, truck, or other vehicleDid they have a life insurance policy? Yes No Not sure This field is hidden when viewing the formPlease provide the estimated value of life insurance policyThis field is hidden when viewing the formPlease estimated value of real and personal propertyDid they have unpaid medical bills, credit cards, taxes, or other bills? Yes No 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? Yes No Has there already been an administration of this estate in Texas? Yes No Was property in Texas omitted from that administration? Yes No Has Decedent’s Will already been admitted to probate in Texas? Yes No Was property in Texas omitted from the Will? Yes No Has no final disposition of property in Texas been made in that administration? Yes No Was the Will admitted only as a muniment of title? Yes No Is there a need for administration of Decedent’s estate?(Required) Yes No Do they have an SSN?(Required) Yes No If yes, please specify Last 3 digits of SSNDo they have a Driving License?(Required) Yes No If yes, please specify last 3 digits of DL NumberWhy is this county the right place for the case?(Required) Decedent resided in this county and had a domicile or fixed place of residence in Texas Decedent died in Texas and Decedent’s principal estate was located in this county on the date of death. Decedent died in this county. Decedent died outside of Texas, but Decedent’s nearest kin reside in this county. Decedent died outside of Texas, but Decedent’s principal estate was located in this county on the date of death. County where the principal estate is locatedCounty where the kin residesDid the person who passed away receive medical benefits?(Required) Yes No If yes, what type of medical benefits did they receive? Medicaid Waiver Program Medicaid Estate Recovery Program Paid Medicaid recovery debts About the person filling this outYour full legal name(Required)Your phone number(Required)Your email address(Required) Your home address(Required)Do you have an SSN?(Required) Yes No Please specify last 3 digits of your SSNDo you have a Driving License?(Required) Yes No Please specify last 3 digits of your DL NumberWhat is your relationship to the person who passed away?(Required)Your Legal Standing Owner of all or part of Decedent’s estate Personal representative of Decedent’s estate Potential heir seeking appointment of independent administrator (Tex. Estates Code §401.003) Trustee of a trust holding assets for Decedent Party seeking appointment of independent administrator (Tex. Estates Code §401.003) Do you live outside Texas?(Required) Yes No If you live outside Texas, who in Texas can accept legal papers for you?What is that person’s Texas address?This field is hidden when viewing the formIs anyone else joining you in asking the court for this?(Required) Yes No This field is hidden when viewing the formHow many other people are joining you? 1 2 3 This field is hidden when viewing the formOther person joining you — Person 1This field is hidden when viewing the formPerson 1 full legal nameThis field is hidden when viewing the formPerson 1 relationship to the person who passed awayThis field is hidden when viewing the formPerson 1 home addressThis field is hidden when viewing the formDoes Person 1 have an SSN?(Required) Yes No This field is hidden when viewing the formPlease specify Person 1 SSNThis field is hidden when viewing the formDoes Person 1 have a Driving License?(Required) Yes No This field is hidden when viewing the formPlease specify Person 1 DL NumberThis field is hidden when viewing the formDoes Person 1 live outside Texas?(Required) Yes No This field is hidden when viewing the formIf Person 1 lives outside Texas, who in Texas can accept legal papers for them?This field is hidden when viewing the formWhat is that person’s Texas address?This field is hidden when viewing the formOther person joining you — Person 2This field is hidden when viewing the formPerson 2 full legal nameThis field is hidden when viewing the formPerson 2 relationship to the person who passed awayThis field is hidden when viewing the formPerson 2 home addressThis field is hidden when viewing the formDoes Person 2 have an SSN? Yes No This field is hidden when viewing the formPlease specify Person 2 SSNThis field is hidden when viewing the formDoes Person 2 have a Driving License?(Required) Yes No This field is hidden when viewing the formPlease specify Person 2 DL NumberThis field is hidden when viewing the formDoes Person 2 live outside Texas?(Required) Yes No This field is hidden when viewing the formIf Person 2 lives outside Texas, who in Texas can accept legal papers for them?This field is hidden when viewing the formWhat is that person’s Texas address?This field is hidden when viewing the formOther person joining you — Person 3This field is hidden when viewing the formPerson 3 full legal nameThis field is hidden when viewing the formPerson 3 relationship to the person who passed awayThis field is hidden when viewing the formPerson 3 home addressThis field is hidden when viewing the formDoes Person 3 have an SSN?(Required) Yes No This field is hidden when viewing the formPlease specify Person 3 SSNThis field is hidden when viewing the formDoes Person 3 have Driving License?(Required) Yes No This field is hidden when viewing the formPlease specify Person 3 DL NumberThis field is hidden when viewing the formDoes Person 3 live outside Texas?(Required) Yes No This field is hidden when viewing the formIf Person 3 lives outside Texas, who in Texas can accept legal papers for them?This field is hidden when viewing the formWhat is that person’s Texas address? Will detailsIs the Will handwritten or typed?(Required) Handwritten Typed In which language is the Will written?(Required)Do you have the original signed will?(Required) Yes No Who has the original will right now?When was the will signed, if known? MM slash DD slash YYYY This field is hidden when viewing the formSection of Texas Estates Code under which the Will was made self‑proved(Required) Section 251.104 Section 251.1045 Section 251.107 Not self-proved Was the will signed in front of witnesses? Yes No Not sure Name of the person who signed the WillWere there any changes or add-on pages signed later? Yes No When was the codicil signed? MM slash DD slash YYYY Is the Codicil handwritten or typed?(Required) Handwritten Typed This field is hidden when viewing the formSection of Texas Estates Code under which the codicil was made self‑proved(Required) Section 251.104 Section 251.1045 Section 251.107 Not self-proved This field is hidden when viewing the formIf yes, briefly describe those changes or add-on pagesWas the codicils signed in front of witnesses?(Required) Yes No Name of the person who signed the codicilsWas the will notarized? Yes No Not sure Who is named first to handle things in the will?Is that person still living? Yes No Is that person willing to serve? Yes No What is that person’s address, if known?This field is hidden when viewing the formDoes the executor need to post a bond?(Required) Yes No Has the executor ever been convicted of a felony?(Required) No, never convicted of a felony Yes, convicted but pardoned Yes, convicted but civil rights restored Yes, convicted and requesting court approval to serve Executor residency status(Required) I am a resident of the State of Texas I have filed an Appointment of Resident Agent to accept service of process Is there a back-up person named in the will? Yes No Who is the back-up person named in the will?What is that person’s address, if known?This field is hidden when viewing the formAre multiple people named to serve together as executors? Yes No This field is hidden when viewing the formHow many co‑executors are named to serve together? 1 2 3 This field is hidden when viewing the formCo-Executor 1 full nameThis field is hidden when viewing the formIs co-executor 1 still living? Yes No This field is hidden when viewing the formIs co-executor 1 willing to serve? Yes No This field is hidden when viewing the formCo-Executor 1 addressThis field is hidden when viewing the formDoes the co-executor 1 need to post a bond? Yes No This field is hidden when viewing the formHas the co-executor 1 ever been convicted of a felony? No, never convicted of a felony Yes, convicted but pardoned Yes, convicted but civil rights restored Yes, convicted and requesting court approval to serve This field is hidden when viewing the formCo-Executor 2 full nameThis field is hidden when viewing the formIs co-executor 2 still living? Yes No This field is hidden when viewing the formIs co-executor 2 willing to serve? Yes No This field is hidden when viewing the formCo-Executor 2 addressThis field is hidden when viewing the formDoes the co-executor 2 need to post a bond? Yes No This field is hidden when viewing the formHas the co-executor 2 ever been convicted of a felony? No, never convicted of a felony Yes, convicted but pardoned Yes, convicted but civil rights restored Yes, convicted and requesting court approval to serve This field is hidden when viewing the formCo-Executor 3 full nameThis field is hidden when viewing the formIs co-executor 3 still living? Yes No This field is hidden when viewing the formIs co-executor 3 willing to serve? Yes No This field is hidden when viewing the formCo-Executor 3 addressThis field is hidden when viewing the formDoes the co-executor 3 need to post a bond? Yes No This field is hidden when viewing the formHas the co-executor 3 ever been convicted of a felony? No, never convicted of a felony Yes, convicted but pardoned Yes, convicted but civil rights restored Yes, convicted and requesting court approval to serve At the time the will was signed, the decedent was At least 18 years old Was or had been married A member of the U.S. Armed Forces, an auxiliary, or the U.S. Maritime Service This field is hidden when viewing the formIs a true and correct copy of the Will/Codicil attached?(Required) Yes No This field is hidden when viewing the formReason Will/Codicil cannot be produced in CourtThis field is hidden when viewing the formProvide the details of what the Will/Codicil statesHow many people are receiving property under the Will?(Required) 1 2 3 Beneficiary 1 full nameBeneficiary 1 relationship to the decedentThis field is hidden when viewing the formBeneficiary 1 status Minor Adult This field is hidden when viewing the formIdentify who Beneficiary 1 currently lives withBeneficiary 1 addressBeneficiary 2 full nameBeneficiary 2 relationship to the decedentThis field is hidden when viewing the formBeneficiary 2 status Minor Adult This field is hidden when viewing the formIdentify who Beneficiary 2 currently lives withBeneficiary 2 addressBeneficiary 3 full nameBeneficiary 3 relationship to the decedentThis field is hidden when viewing the formBeneficiary 3 status Minor Adult This field is hidden when viewing the formIdentify who Beneficiary 3 currently lives withBeneficiary 3 addressAre any of the beneficiaries listed in the will under the age of 18? Yes No How many minor beneficiaries under the age of 18 listed in the Will? 1 2 3 Minor Beneficiary 1 full nameName of the person with whom Minor Beneficiary 1 currently lives withAddress of the person with whom Minor Beneficiary 1 currently lives withMinor Beneficiary 2 full nameName of the person with whom Minor Beneficiary 2 currently lives withAddress of the person with whom Minor Beneficiary 2 currently lives withMinor Beneficiary 3 full nameName of the person with whom Minor Beneficiary 3 currently lives withAddress of the person with whom Minor Beneficiary 3 currently lives withThis field is hidden when viewing the formDoes the will name the State of Texas, a state agency, or a charitable organization as a beneficiary?(Required) Yes No This field is hidden when viewing the formWho is named as the beneficiary? State of Texas State Agency Charitable Organization This field is hidden when viewing the formWhere is this beneficiary named? Will Codicil Family informationAnswer 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? Yes No How many children born or adopted after the will was signed ? 1 2 3 More than 3 Born or adopted Child 1 full nameIs Born or adopted Child 1 living? Yes No Born or adopted Child 2 full nameIs Born or adopted Child 2 living? Yes No Born or adopted Child 3 full nameIs Born or adopted Child 3 living? Yes No If there are more than 3 children born or adopted after the will was signed, list the others hereDid the decedent have any children?(Required) Yes No How many adult children the decedent have? 1 2 3 4 More than 4 Child 1 full nameThis field is hidden when viewing the formChild 1 status Minor Adult This field is hidden when viewing the formIdentify who Child 1 currently lives withChild 1 addressChild 1 Date of Birth MM slash DD slash YYYY Share of Child 1 in Real EstateShare of Child 1 in Personal AssetsShare of Child 1 in Community PropertyIs Child 1 living? Yes No Not sure Child 1 Date of Death MM slash DD slash YYYY If Child 1 is not living, did Child 1 leave children? Yes No Not sure Child 2 full nameThis field is hidden when viewing the formChild 2 status Minor Adult This field is hidden when viewing the formIdentify who Child 2 currently lives withChild 2 addressChild 2 Date of Birth MM slash DD slash YYYY Share of Child 2 in Real EstateShare of Child 2 in Personal AssetsShare of Child 2 in Community PropertyIs Child 2 living? Yes No Not sure Child 2 Date of Death MM slash DD slash YYYY If Child 2 is not living, did Child 2 leave children? Yes No Not sure Child 3 full nameThis field is hidden when viewing the formChild 3 status Minor Adult This field is hidden when viewing the formIdentify who Child 3 currently lives withChild 3 addressChild 3 Date of Birth MM slash DD slash YYYY Share of Child 3 in Real EstateShare of Child 3 in Personal AssetsShare of Child 3 in Community PropertyIs Child 3 living? Yes No Not sure Child 3 Date of Death MM slash DD slash YYYY If Child 3 is not living, did Child 3 leave children? Yes No Not sure Child 4 full nameThis field is hidden when viewing the formChild 4 status Minor Adult This field is hidden when viewing the formIdentify who Child 4 currently lives withChild 4 addressChild 4 Date of Birth MM slash DD slash YYYY Share of Child 4 in Real EstateShare of Child 4 in Personal AssetsShare of Child 4 in Community PropertyIs Child 4 living? Yes No Not sure Child 4 Date of Death MM slash DD slash YYYY If Child 4 is not living, did Child 4 leave children? Yes No Not sure If there are more than 4 children, list the others hereAre any of the Children listed in the will under the age of 18? Yes No How many minor children under the age of 18 listed in the Will? 1 2 3 4 More than 4 Minor Child 1 full nameName of the person with whom Minor Child 1 currently lives withAddress of the person with whom Minor Child 1 currently lives withMinor Child 1 Date of Birth MM slash DD slash YYYY Is Minor Child 1 Living? Yes No Minor Child 1 Date of Death MM slash DD slash YYYY Share of Minor Child 1 in Real EstateShare of Minor Child 1 in Personal AssetsShare of Minor Child 1 in Community PropertyMinor Child 2 full nameName of the person with whom Minor Child 2 currently lives withAddress of the person with whom Minor Child 2 currently lives withMinor Child 2 Date of Birth MM slash DD slash YYYY Is Minor Child 2 Living? Yes No Minor Child 2 Date of Death MM slash DD slash YYYY Share of Minor Child 2 in Real EstateShare of Minor Child 2 in Personal AssetsShare of Minor Child 2 in Community PropertyMinor Child 3 full nameName of the person with whom Minor Child 3 currently lives withAddress of the person with whom Minor Child 3 currently lives withMinor Child 3 Date of Birth MM slash DD slash YYYY Is Minor Child 3 Living? Yes No Minor Child 3 Date of Death MM slash DD slash YYYY Share of Minor Child 3 in Real EstateShare of Minor Child 3 in Personal AssetsShare of Minor Child 3 in Community PropertyMinor Child 4 full nameName of the person with whom Minor Child 4 currently lives withAddress of the person with whom Minor Child 4 currently lives withMinor Child 4 Date of Birth MM slash DD slash YYYY Is Minor Child 4 Living? Yes No Minor Child 4 Date of Death MM slash DD slash YYYY Share of Minor Child 4 in Real EstateShare of Minor Child 4 in Personal AssetsShare of Minor Child 4 in Community PropertyIf there are more than 4 minor children, list the others hereAre their parents still living?(Required) Both parents alive Only father alive Only mother alive Neither alive Father full nameFather Date of Birth MM slash DD slash YYYY Address of FatherFather Date of DeathMother full nameMother Date of Birth MM slash DD slash YYYY Address of MotherMother Date of DeathDid the decedent have any brothers or sisters?(Required) Yes No How many adult brothers or sisters the decedent have? 1 2 3 4 More than 4 Sibling 1 full nameSibling 1 relationship to the decedentThis field is hidden when viewing the formSibling 1 status Minor Adult This field is hidden when viewing the formIdentify who Sibling 1 currently lives withSibling 1 addressSibling 1 Date of Birth MM slash DD slash YYYY Is Sibling 1 living? Yes No Sibling 1 Date of Death MM slash DD slash YYYY Sibling 2 full nameSibling 2 relationship to the decedentThis field is hidden when viewing the formSibling 2 status Minor Adult This field is hidden when viewing the formIdentify who Sibling 2 currently lives withSibling 2 addressSibling 2 Date of Birth MM slash DD slash YYYY Is Sibling 2 living? Yes No Sibling 2 Date of Death MM slash DD slash YYYY Sibling 3 full nameSibling 3 relationship to the decedentThis field is hidden when viewing the formSibling 3 status Minor Adult This field is hidden when viewing the formIdentify who Sibling 3 currently lives withSibling 3 addressSibling 3 Date of Birth MM slash DD slash YYYY Is Sibling 3 living? Yes No Sibling 3 Date of Death MM slash DD slash YYYY Sibling 4 full nameSibling 4 relationship to the decedentThis field is hidden when viewing the formSibling 4 status Minor Adult This field is hidden when viewing the formIdentify who Sibling 4 currently lives withSibling 4 addressSibling 4 Date of Birth MM slash DD slash YYYY Is Sibling 4 living? Yes No Sibling 4 Date of Death MM slash DD slash YYYY If there are more than 4 brothers or sisters, list the others hereAre any of the Siblings listed in the will under the age of 18? Yes No How many minor siblings under the age of 18 listed in the Will? 1 2 3 4 More than 4 Minor Sibling 1 full nameName of the person with whom Minor Sibling 1 currently lives withAddress of the person with whom Minor Sibling 1 currently lives withMinor Sibling 1 Date of Birth MM slash DD slash YYYY Is Minor Sibling 1 Living? Yes No Minor Sibling Date of Death MM slash DD slash YYYY Minor Sibling 2 full nameName of the person with whom Minor Sibling 2 currently lives withAddress of the person with whom Minor Sibling 2 currently lives withMinor Sibling 2 Date of Birth MM slash DD slash YYYY Is Minor Sibling 2 Living? Yes No Minor Sibling 2 Date of Death MM slash DD slash YYYY Minor Sibling 3 full nameName of the person with whom Minor Sibling 3 currently lives withAddress of the person with whom Minor Sibling 3 currently lives withMinor Sibling 3 Date of Birth MM slash DD slash YYYY Is Minor Sibling 3 Living? Yes No Minor Sibling 3 Date of Death MM slash DD slash YYYY Minor Sibling 4 full nameName of the person with whom Minor Sibling 4 currently lives withAddress of the person with whom Minor Sibling 4 currently lives withMinor Sibling 4 Date of Birth MM slash DD slash YYYY Is Minor Sibling 4 Living? Yes No Minor Sibling 4 Date of Death MM slash DD slash YYYY If there are more than 4 minor siblings, list the others hereHeir categories to include in judgment Heirs with legal disability Nonresident heirs Unborn or unascertained heirs Heirs with unknown names or whereabouts Was any marriage of the decedent dissolved after the will was signed? No marriage of Decedent was ever dissolved No marriage was dissolved after the will A marriage was dissolved after the will Spouse Name with whom the marriage was dissolvedDivorce Date MM slash DD slash YYYY Decedent’s Marriage Details Decedent was never married Decedent married only once Decedent was married many times Number of times decedent was married 1 2 3 Marital Status of Decedent (Single Marriage) Never dissolved or terminated Never dissolved, but was terminated by spouse’s death Dissolved Date of Marriage (Single Marriage) MM slash DD slash YYYY Death Date of Spouse (Single Marriage) MM slash DD slash YYYY Date of Divorce (Single Marriage) MM slash DD slash YYYY Status of Decedent Second Marriage Never dissolved or terminated Never dissolved, but was terminated by spouse’s death Dissolved Date of Marriage – Second Marriage MM slash DD slash YYYY Death Date of Spouse – Second Marriage MM slash DD slash YYYY Date of Divorce – Second Marriage MM slash DD slash YYYY Status of Decedent Third Marriage Never dissolved or terminated Never dissolved, but was terminated by spouse’s death Dissolved Date of Marriage – Third Marriage MM slash DD slash YYYY Death Date of Spouse – Third Marriage MM slash DD slash YYYY Date of Divorce – Third Marriage MM slash DD slash YYYY People who may need to sign or speak upWas the Decedent the owner of real or personal property? Yes No Number of real or personal properties owned by the decedent 1 2 3 More than 3 Type of Property 1 Real Property Personal Property Community Property Description of Property 1Estimated Value of Property 1Type of Property 2 Real Property Personal Property Community Property Description of Property 2Estimated Value of Property 2Type of Property 3 Real Property Personal Property Community Property Description of Property 3Estimated Value of Property 3If there are more than 3 properties, list the others hereDoes the will give the executor authority to sell property? Yes No Do all heirs or distributees agree to grant the executor general power of sale? Yes No Do all heirs agree to let one person manage the estate independently? Yes No Who has been chosen to manage the estate independently?Who is choosing the Independent Administrator?Has the independent administrator ever been convicted of a felony? No, never convicted of a felony Yes, convicted but pardoned Yes, convicted but civil rights restored Yes, convicted and requesting court approval to serve Independent Administrator residency status I am a resident of the State of Texas I have filed an Appointment of Resident Agent to accept service of process This field is hidden when viewing the formHas all required information for this application been included? Yes No This field is hidden when viewing the formWhat information was omitted?This field is hidden when viewing the formWhy was it omitted?Why is an administration of the estate necessary? To collect, manage, and distribute estate assets To recover property belonging to the estate To prevent estate property from becoming a risk to public health, safety, or welfare Other If other, please explainWhat is the total estimated value of the decedent’s property (real and personal)?(Required)Should the judgment mention the attorney ad litem? Yes No Attorney Ad Litem NameAttorney Ad Litem Fee Options Allowed a fee under separate order Paid from the assets of the Decedent Amount to be paidShould the judgment mention issues raised in the application? Yes No Do we need to appoint someone to formally value the estate’s property? Yes No Affidavit Filing Request Waive the requirement for filing the affidavit Extend the time for filing the affidavit Neither applies Number of days to extendWill all adults who may inherit agree to sign paperwork and not fight about this?(Required) Yes No Not sure Do all adults who may inherit agree on who should handle this?(Required) Yes No Not sure Does anyone who may inherit live outside Texas?(Required) Yes No Not sure Do you know two or more people who know the family history well enough to speak in court if needed?(Required) Yes No Not Sure How many such people do you know? 1 2 Witness 1 full nameWitness 1 phone numberHow does Witness 1 know the family?Witness 2 full nameWitness 2 phone numberHow does Witness 2 know the family?Is there anything urgent that needs immediate attention, such as a locked house, unpaid mortgage, frozen account, or business issue?(Required) Yes No If yes, explain what needs attention right awayAnything else you want us to know?If you have not previously provided our office a copy of the will (and codicil if there is one), please upload itMax. file size: 32 MB.
