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Probate Questionnaire
          Probate - Washington State




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Returning the Questionnaire:
To return this questionnaire using secure/encrypted email, please save this file to your computer
(either to your Desktop or in your Documents folder) then click here to upload it or copy and paste
the following line into your browser’s address bar and click enter:

https://www.ciphersend.com/sendTo_b.php?m=82B6K

You must save your data and close the file prior to uploading it.

Alternatively, you may return this questionnaire by fax, mail or dropping it off at one of our offices
listed at the end of this questionnaire.
                    Washington State Probate Questionnaire


Process
In order for us to process your paperwork, we will need you to complete this questionnaire. You
should save this questionnaire to your desktop or somewhere on your computer that you can
easily find. Once you complete the questionnaire, you can return it by seeing the section above,
“Returning the Questionnaire”. Upon receipt of the fully completed questionnaire and payment,
your documents will be processed and sent to you within 24 hours with full instructions for
signing.

           Filing Fees:


Filing fees are not included in our service fees, and you will be responsible for paying the filing
fees to the court. The filing fee for all counties in Washington State is $200.00.

           Questions while completing this questionnaire:


If you have any questions while completing the questionnaire, please do not hesitate to contact
us, either through the chat located on any page of the website or by calling us at (866)946-0325.


Throughout this questionnaire, you will see sections as the one below this paragraph. They
are for you to add any additional information you think we should know regarding the section of
the questionnaire you are working on. Feel free to use them to add additional information or
leave us comments to help us improve on our questionnaire.
Additional info add here:



           Please select which county you will be filing in:


Please tell us which county you plan to file in:

           How would you like your documents returned to you:


(    )   Return to you by Priority Mail
(    )   Return by secure/encrypted email
(    )   Come to our office to review:
          Select Office...




Toll Free: (866) 946-0325                 Page |2                      Fax: (888) 377-2397
                    Washington State Probate Questionnaire

Your Information:
First Name
Middle Name
Last Name
Address Line 1
Address Line 2
City
State
ZIP Code
County
Telephone Number                        (    )
E-mail Address
Your Relationship to the Decedent:
Additional info add here:

           Your Mailing Address:


Is street address different from mailing address?   (   ) Yes (      ) No
Mailing Address Line 1
Mailing Address Line 2
City
State
ZIP Code



Decedent Information:
First Name
Middle Name
Last Name
Maiden Name
Social Security Number


Toll Free: (866) 946-0325               Page |3                   Fax: (888) 377-2397
                      Washington State Probate Questionnaire

Date of Death mm/dd/yyyy
What county did the decedent live in?
Additional info add here:

           Estate Plan:


Did the Decedent have an existing Will(s)?            (      ) Yes (     ) No
If yes, date Will was signed:
Name of 1st witness to will:
Name of 2nd witness to will:
Did Will state no bond?                               (     ) Yes (     ) No
If yes, provide a copy
Additional info add here:

           Family Information:


Was the Decedent married?                   (     ) Yes (      ) No
If yes, what is/was the name of the Decedent’s spouse?
First Name
Middle Name
Last Name
Maiden Name
Is the Decedent’s spouse still living?            (       ) Yes (      ) No
If no, when did the Decedent’s spouse die?
If no, where did the Decedent’s spouse die?
Additional info add here:

           Decedent’s Children Information:


                                                                          Select one for each child listed.
     Full Legal Name              Address                   Date of      Child of        Child of    Adopted
    (first middle last)        City, State, Zip              Birth       marriage        previous
                               Phone Number                                              marriage
1                                                                         (     )         (    )      (   )
2                                                                         (     )         (    )      (   )


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                      Washington State Probate Questionnaire

3                                                                   (       )            (    )          (     )
4                                                                   (       )            (    )          (     )
5                                                                   (       )            (    )          (     )
6                                                                   (       )            (    )          (     )
7                                                                   (       )            (    )          (     )
8                                                                   (       )            (    )          (     )
9                                                                   (       )            (    )          (     )
Additional info add here:
Have any children received an advance on their inheritance or are       (        ) Yes (          ) No
any children financially indebted to the Decedent?
If yes, list the child(ren)’s corresponding number from
above:
Additional info add here:
Any deceased children?                                                           (    ) Yes (        ) No
If yes, list the child(ren)’s corresponding number from
above:
Did this deceased child leave any children? (     ) Yes (    ) No
If you answered yes to the last question complete the following:
     Name of                Date of Birth                      Parents of Grandchild
    Grandchild




Additional info add
here:

          Personal Representative:


Does the will or any other communication from the Decedent indicate                  (       ) Yes (         ) No
who should be Personal Representative ("executor") of the Decedent’s
estate? (The Personal Representative is responsible for probating the will,
paying debts, collecting the assets, and settling the estate.)
If yes, who?


Toll Free: (866) 946-0325                   Page |5                             Fax: (888) 377-2397
                    Washington State Probate Questionnaire

Additional info add here:

           Safe Deposit Box


Did the Decedent have a safe deposit box?               (    ) Yes (    ) No
If yes, where?
Does anyone else have access to the box?                (    ) Yes (    ) No
If yes, who?
Additional info add here:

           Professionals Information:


Did the Decedent have an attorney?             (       ) Yes (   ) No
If yes, complete the following:
Attorney’s Name:
Address Line 1
Address Line 2
City
State
ZIP Code
County
Telephone Number                           (       )
Additional info add here:


Did the Decedent have a financial planner, investment advisor or                   (    ) Yes (      ) No
insurance agent?
If yes, complete the following:
Attorney’s Name:
Address Line 1
Address Line 2
City
State
ZIP Code
County



Toll Free: (866) 946-0325               Page |6                                Fax: (888) 377-2397
                       Washington State Probate Questionnaire

Telephone Number                             (   )
Additional info add here:

          Information Regarding the Decedent’s Assets:


Estimated net worth of estate:
To the extent possible, collect information and documents regarding the Decedent’s accounts
held at financial institutions as well as investments:
Cash or money fund accounts or certificates of deposit with stock broker   (   ) Yes (      ) No
firms.
  Describe:
Stocks, bonds, and mutual funds where the broker holds the certificates  (     ) Yes (      ) No
and sent the Decedent’s periodic statements showing the account balance.
  Describe:
Mutual funds where the Decedent dealt directly with the issuing company (      ) Yes (      ) No
rather than through a stock broker
  Describe:
Stocks and bonds (other than U.S. Savings Bonds) where the Decedent        (   ) Yes (      ) No
held the certificates in your possession.
  Describe:
U. S. savings bonds.                                                       (   ) Yes (      ) No
  Describe:
Treasury bills or other government securities.                             (   ) Yes (      ) No
  Describe:
Limited partnerships                                                       (   ) Yes (      ) No
  Describe:
Oil and gas royalty or working interests.                                  (   ) Yes (      ) No
  Describe:
Oil and gas mineral rights in land.                                        (   ) Yes (      ) No
  Describe:
Other securities                                                           (   ) Yes (      ) No
  Describe:
Additional info add here:


RETIREMENT PLANS:


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                    Washington State Probate Questionnaire

Individual retirement accounts (IRAs), Keogh, or other individual plans     (   ) Yes (       ) No
providing tax deferment for deposits and income.
  Describe:
Employer-provided profit sharing, retirement, or other benefit plans:       (   ) Yes (       ) No
  Describe:
Additional info add here:


REAL ESTATE:
Personal residence, if yes give address below:                              (    ) Yes (      ) No
Address Line 1
Address Line 2
City
State
ZIP Code
County
Other property, if yes give address below:                                  (    ) Yes (      ) No
Address Line 1
Address Line 2
City
State
ZIP Code
County
Other property, if yes give address below:                                  (    ) Yes (      ) No
Address Line 1
Address Line 2
City
State
ZIP Code
County
Was the Decedent purchasing any of the above properties on a contract       (    ) Yes (      ) No
for deed?
  If yes,
  details:
Additional info add here:


Toll Free: (866) 946-0325                Page |8                        Fax: (888) 377-2397
                    Washington State Probate Questionnaire


BUSINESSES:

Did the Decedent own a business or partner in a business?                  (   ) Yes (      ) No
  If yes complete the following:
Business is organized as a corporation.                                    (   ) Yes (      ) No
  Describe:
Are any businesses subchapter S corporations?                              (   ) Yes (      ) No
  Describe:
Business is organized as a partnership.                                    (   ) Yes (      ) No
  Describe:
Business is a sole proprietorship?                                         (   ) Yes (      ) No
  Describe:
Additional info add here:


RECEIVABLES:
If any money is owed to the Decedent, as payments on contracts, where the Decedent sold a
business, as payments on obligations secured by real estate, or where the Decedent loaned money
to someone and held a note, indicate each type of indebtedness:

Promissory note(s) secured by real estate.                                 (    ) Yes (     ) No
  Amount owed:
Installment contract(s) of sale of personal property.                      (    ) Yes (     ) No
  Amount owed:
Unsecured promissory note(s).                                              (    ) Yes (     ) No
  Amount owed:
Additional info add here:


LIFE INSURANCE POLICIES:
For life insurance policies insuring the Decedent, indicate the name of the insurance company,
the face amount of the policy, and the type of policy.
        Insurance Company                      Face Amount                 Type of Policy




Toll Free: (866) 946-0325                 Page |9                     Fax: (888) 377-2397
                    Washington State Probate Questionnaire




Additional info add here:


ANNUITIES:
Please indicate the name of the annuitant and the type of annuity. Do not list annuities under
which no benefits are payable after the death of the annuitant.
Regular annuities payable for guaranteed minimum term or amount:            (   ) Yes (      ) No
  Name
  Type
Tax-deferred annuities:                                                     (   ) Yes (      ) No
  Name
  Type
Additional info add here:


PERSONAL PROPERTY:
                 Type                                 Description                     Value

Household furniture and appliances

Collections, art, antiques, jewelry

Automobiles

Boats

Recreational vehicles

Motor home

Business machinery and equipment

Personal equipment and tools

Farm or ranch machinery and
equipment (other than general tools)
Livestock

Other:

Other:

Other:


Toll Free: (866) 946-0325              P a g e | 10                    Fax: (888) 377-2397
                     Washington State Probate Questionnaire

Additional info add here:



            Information Regarding the Decedent’s Liabilities or Debts:


LIABILITIES AND DEBTS
                  Type                                Description                 Owed

Household furniture and appliances

Collections, art, antiques, jewelry

Automobiles

Boats

Recreational vehicles

Motor home

Business machinery and equipment

Personal equipment and tools

Farm or ranch machinery and
equipment (other than general tools)
Livestock

Other:

Other:

Other:

Additional info add here:




Toll Free: (866) 946-0325              P a g e | 11                 Fax: (888) 377-2397
                   Washington State Probate Questionnaire


Washington State

Federal Way, Washington –                       Monday – Saturday 10:00 am – 9:00 pm
Office/Store                                        Sunday 11:00 am – 6:00 pm
Do It Yourself Documents
The Commons Mall                          OFFICE: (253) 946-0325
1819 South Commons                        FAX: (888) 377-2397
Federal Way, WA 98003                     Email: federalway@doityourselfdocuments.com



Renton, Washington – Office                           Tuesday 10:00 am – 1:00 pm
Do It Yourself Documents                              Saturday 10:00 am – 4:00 pm
Renton Highlands                              Other days & times available by appointment!
401 Olympia Ave. NE
Suite 338, Box 36                         OFFICE: (425) 226-2457
Renton, WA 98056                          FAX: (888) 377-2397
                                          Email: renton@doityourselfdocuments.com

Tacoma, Washington – Office/Store               Monday – Saturday 10:00 am – 7:00 pm
Do It Yourself Documents                            Sunday 12:00 pm – 5:00 pm
Freighthouse Square
430 East 25th Street                      OFFICE: (253) 476-2700
Suite 107                                 FAX: (888) 377-2397
Tacoma, WA 98421                          Email: tacoma@doityourselfdocuments.com




Toll Free: (866) 946-0325      P a g e | 12                     Fax: (888) 377-2397

				
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