EstatePlansForLife

Welcome To The Blue Line Law Firm
Please use your legal name as it appears on your license or government-issue ID

We’re sorry for your loss, and we appreciate your trust in our firm during this difficult time.
To help us begin the probate process, please provide your information below.

The questionnaire will take about 15–20 minutes to complete, and you can save your progress and return anytime.

Once submitted, our team will carefully review your information and contact you with the next steps.

Please provide your information below.

First Name *

Middle Name

Last Name *

Email *

Password *

Telephone *

Full Address *

RELATIONSHIP TO DECEASED (Who is filling out this form?): *

Register Info

Welcome to the $150 – Young Adult Incapacity Plan offered by Attorney Kevin Drummond! This quick process takes just 5 minutes, and once you submit and pay at the end, you’ll be connected with the office to review your plan. Simply enter your information below to get started—if you’re completing this for someone else, you can add their details on the next page.

First Name *

Middle Name

Last Name *

Note: If your name includes a suffix (Jr., Sr., II, III, etc.), please include it with your middle or last name.

Email *

Password *

Mobile Number *

Decedent's Details
Decedent Details

Full legal name of Decedent (person who passed away)
Legal name should match the name of the Death Certificate

Decedent's First Name *

Decedent's Middle Name

Decedent's Last Name *

Decedent's Permanent Residence at Time of Death. (This will be used in order to determine the proper court)

Decedent's Full Address: * Where was the Decedent living at the time they passed away

Decedent's County

Decedent's Date Of Birth *

Decedent's Date Of Death *

Your information will be kept strictly confidential. It is required for court purposes and will be shared only with the court. If needed, you may also provide it at a later time.

Decedent's Social Security Number:

Decedent's Driving License Number

State

Location of Will & Devisee

Does the decedent have a will ? *

✓

Yes

✓

No

✓

Unknown

Please select "Does the decedent have a will ?".

Name of State as Devisee

Summary of No Will
Summary of No Will

Dear , we understand that this is a very overwhelming process. We can help you probate your loved ones estate. However, we will need more information without the will. Please save your progress and schedule a personal call with Deborah by clicking here

We can also contact you if convenient. If so, how do you like to be contacted via email or phone

Would you like someone reach out to you?

✓

Yes

✓

No

Click 'next' button to complete application

Witness Information
Need Help? • Witnesses observe your signing of the legal documents, verify your identity, and confirm that you are signing voluntarily. Their presence ensures the documents are legally valid. • Notary officially notarizes your documents and confirms signatures. The notary information is pre-filled with the default notary of the Law Office of Deborah J. Schmidt. • Users can directly edit witness and notary fields. • Provide accurate names, addresses, and dates for all fields to ensure the documents are legally valid. • If you encounter any issues or problems, contact our team at (888) 711-9488 or email support@legalgen.com.

Do you have the names of both witnesses to the will at this time? *

✓

Yes

✓

No

Please select "Do you have the names of both witnesses to the will at this time?".

Persons named in the Will

Is the person filling out this form named in the Will as an Executor? *

✓

Yes

✓

No

Name of first Executor in the Will Select this plus sign if there is a Next Executor in the Will that is alive. If not click Next

Is this individual still able to serve as executor?

✓

Yes

✓

No

Address

Telephone

Email

Decedent's Marital Details

Did the marital status of the Decedent change after the will was made? *

✓

Yes

✓

No

✓

Unknown

Did the Decedent have a surviving spouse?

✓

Yes

✓

No

✓

Unknown

Decedent's Children

Does the decedent have any children? *

✓

Yes

✓

No

✓

Unkown

Decedent's Other Beneficiaries

Does the decedent have any other beneficiaries, including living siblings and living parents?

✓

Yes

✓

No

✓

Unkown

Decedent's Beneficiary Relationship To Decendent

Summary/Probate Intake Completion
Summary/Probate Intake Completion

You have finished the first part of Probate Intake. Select Complete to finish your application now and work on the rest later or hit Continue to proceed.

Assets
Please provide detailed information about the assets owned by the deceased. This information helps our firm assess the size of the estate, identify where assets are held, understand any outstanding debts, and account for any business interests. These factors are crucial for accurate planning and tailored recommendations. Provide as much information as possible; if exact figures are unavailable, estimates or 'unknown' are acceptable. If you are uncertain about any details, feel free to make a note at the end of this form, and we can address these points during your appointment.

Does the Decedent have property value in excess of $75000? *

✓

Yes

✓

No

Please select "Does the Decedent have property value in excess of $75000?".

Did they own any real estate? *

✓

Yes

✓

No

✓

Unknown

Value of the real state at the time of death

Do you know if they have Bank Accounts?

✓

Yes

✓

No

✓

Unknown

Type of Account

Date Of Death Value

Do you know if they owe anyone money? Mortgage, Medical Debts, Bankruptcy, Judgements, Collections?

✓

Yes

✓

No

✓

Unkown

Acknowledgment and Consent

To begin filing on your behalf, please provide your Social Security number and Driver’s License number. The following information is kept secure. We will only share this information with the court. You can provide this information to Deborah’s Office at a later time but this will delay your filing.

Applicant Social Security Number

Applicant Driving License Number

State of Driver License

Decedent's Social Security Number

Decedent's Driving License Number

Decedent's State of Driving License Number

Please understand that the documents listed below will be required by the office for processing:

- Color Copy of Death Certificate

Upload Color Copy of Death Certificate

Color Copy of Death Certificate is all that is required for now. The rest of your documents can be uploaded later.

- Last Will And Testament (Original Needed) - Please Call Our Office To Make Arrangements For Delivery: (214) 831-8831

Upload Copy of Will or any other Documents

You can attach multiple documents by selecting all the files at once before uploading.

Please be aware that additional documents will be required later.

Summary
Summary

You may review your responses on the screens listed on the right. When you’re ready, click ‘Complete’ to finish the intake.”

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