Probate (Without Will) Form

Section I. Information about the Applicant


Your full legal name:*
Your Residence Address*
Street Address
Address Line 2
City
State / Province / Region
ZIP / Postal Code
Your Email Address:*
Your Relationship to Decedent:*
Have you ever been convicted of a felony?
Are you a Texas resident?
If you are not a Texas Resident, would you like Gratia P. Schoemakers to serve as your "Resident Agent"?

Section II. Information about the Decedent


Decedent’s full legal name:*
Name variations on accounts:
Decedent’s date of birth:*
Decedent’s date of death:*
Gender (Male/Female):*
Age:*
Location of Decedent’s death:*
Decedent’s residence at death:*

Section III. Information Regarding the Decedent’s Heirs


List ALL Decedent's Marriages:


Spouse Name
Date of Marriage
Address
Date of Divorce (if applicable)
Date of Death (if applicable)

List ALL Children ever born to or adopted by Decedent (living and deceased):

Child Name
Name of Other Parent
Address
Phone Number
Date of Birth

List CERTAIN Grandchildren ever born to or adopted by Decedent:

Child Name
Name of Other Parent
Address
Phone Number
Date of Birth

If any of the Decedent’s children predeceased him or her, and that child left children(the Decedent’s grandchildren), then please list the names of those grandchildren.
List Decedent’s Parents (living and deceased):

If the Decedent had no descendants (children or grandchildren) that survived him or her, then please list the names of the Decedent’s parents.

Decedent's Father's Full Name
Father's Address
Home Phone
Business or Cell Phone
Father Deceased?
Decedent's Mother's Full Name
Mother's Address
Home Phone
Business or Cell Phone
Mother Deceased?

List the Decedent’s Siblings (living and deceased):

Full Name
Name of Both Parents
Address

Phone Number
Date of Birth

If the Decedent had no descendants that survived him or her, and if one or more of the Decedent’s parents predeceased him or her, then please list the Decedent’s Siblings:

Do all persons listed on this form agree to this proceeding?*

Section IV. Information Regarding Decedent’s Assets
Description of Decedent’s Assets (Do not include "JTWROS", "POD" or other assets that transfer automatically upon the death of the Decedent.)


Homestead Address
Appraisal District Tax Valuation
City, State & Zip Code
Date of Purchase (Month/Year)
Mortgages, Deed of Trust, or Lien holder’s Name
Amount of Lien ($)
Community Property

Other Real Property Address
Appraisal District Tax Valuation 2
City, State & Zip Code
Date of Purchase (Month/Year)
Mortgages, Deed of Trust, or Lien holder’s Name
Amount of Lien ($)
Community Property

Automobile Make & Model
Estimated "Blue Book" Value (See "www.kbb.com")
Lien Holder's Name
Amount of Lien ($)
Community Property

Bank/Investment Company Name
Account Value (as of Date of Death)
Last Four Digits of Account Number
Account Type
Bank Address
Community Property

Bank/Investment Company Name
Bank/Investment Company Name
Last Four Digits of Account Number
Account Type
Bank Address
Community Property

Community property consists of the property, other than separate property, acquired by either spouse during marriage. A spouse's separate property consists of: 1) the property owned or claimed by the spouse before marriage; 2) the property acquired by the spouse during marriage by gift or inheritance; and 3) the recovery for personal injuries sustained by the spouse during marriage, except any recovery for loss of earning capacity during marriage. All property that is acquired during the marriage is presumed to be community property unless proven otherwise.


Life Insurance Payable to the Estate
Face Value of Policy
Policy Number
Insurance Company Address
Community Property

Furniture and Furnishings of residence value:
Estimated "Fair Market Value" of Property (i.e. the price you would get if sold at an estate sale)
Community Property

Misc. personal effects, jewelry, clothing, etc. value:
Estimated "Fair Market Value" of Property (i.e. the price you would get if sold at an estate sale)

Section V. Information Regarding Decedent’s Debts

Description of Decedent’s Debts:


Name of person who paid for funeral:
Address:
Costs:
Healthcare Provider:
Address:
Total Expenses NOT Covered by Insurance:
Credit Card Company:
Credit Card Address:
Last Four Digits of Account Number:
Total Unpaid Credit Card Balance:
Credit Card Company:
Credit Card Address:
Last Four Digits of Account Number:
Total Unpaid Credit Card Balance:
Electric Company Name:
Electric Company Address:
Total Unpaid Balance:
Natural Gas Company Name:
Natural Gas Company Address:
Total Unpaid Balance:
Phone Company Name:
Phone Company Address:
Total Unpaid Balance:
Please list information regarding all other debts:

Section VI . Information Regarding Disinterested Witnesses to Prove Heirship
Please provide the name, address and phone number of two witnesses who:
1) Are familiar with Decedent’s family history;
2) Do NOT have an interest in the estate;
3) Are unrelated to the Decedent (preferred but not required);
4) Are able to attend a hearing in the County of Residence of the Decedent if required by the Court ?


Witnesses

Witness Name
Address
Home Number
Business or Cell
Year Disinterested Witness Met Decedent
Witness Name
Address
Home Number
Business or Cell
Year Disinterested Witness Met Decedent
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Submittal of the information requested in the intake form does not create an attorney-client relationship. GP Schoemakers, PLLC representation only starts after a Contract is signed by both the client and GP Schoemakers, PLLC and all retainer fees are paid in full.*