Probate Intake Worksheet

Step 1: Document Gathering & Heir Identification

Disclaimer: This worksheet is for organizational purposes only and does not constitute legal advice or create an attorney-client relationship. It is designed to help you prepare for a consultation with a qualified Utah probate attorney.

Privacy Note: This form is for your personal use and printing only. No information entered here is collected, saved, or transmitted to any server.

1. Decedent Information

Full Legal Name of Decedent

Date of Death

Last Known Address (City & County are critical)

2. Document Checklist

Please locate the following documents. Check the box if found.

3. Estate Planning & Heirs

Family Information (Potential Heirs):

Surviving Spouse Name (if applicable):

Children (List all living and deceased children):

If no spouse or children, list living parents or siblings:

4. Preliminary Asset Inventory

List assets owned solely by the decedent (not Joint Tenants with Survivorship).