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Probate Information Form

Probate Information Form

Gather the key details of an estate — the deceased, the will, the value and assets — to begin a probate matter.

Description

A probate information form gives your firm the starting picture of an estate so you can advise on and progress a probate matter. It gathers the essentials about the person who has died, whether they left a will, and the shape and value of the estate — the details that determine how probate proceeds.

It captures the full name of the deceased and date of death, whether there was a will with an upload to attach it, the estimated estate value and the assets involved. Your details and relationship to the deceased, with contact information, let the firm follow up and confirm who has authority to act.

Customize the fields to match how your firm handles probate, restyle it in your brand colors, and embed it on your site so clients can share the details in their own time.

Form fields

Everything the Probate Information Form above collects — 11 fields, so you can see exactly what it captures before you make it your own.

Probate Details Form

Full name of the deceased
Name
Date of death
Date
Did the deceased have a will?
Single-Select
Upload a copy of the will (if available)
Short Answer
Estimated estate value
Short Answer
Assets involved
Multi-Select
Your full name
Name
Your relationship to the deceased
Short Answer
Your email address
Email
Contact number
Telephone
Declaration
Multi-Select

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Template FAQs

Common questions about the Probate Information Form — what it captures, when to use it, and how to make it your own.

What is a probate information form?

It’s a form that captures the key facts of an estate at the start of a probate matter. It records who has died, whether they left a will, and the estate’s value and assets, so your firm can advise on the right route and begin the work of administering it.

What information does it collect?

The deceased’s full name and date of death, whether there was a will with an option to upload it, the estimated estate value and the assets involved. It also captures the sender’s name, relationship to the deceased and contact details, plus a declaration confirming the information.

When is this form used?

In the early days after someone has died, when the family needs to start dealing with the estate. It gathers the details your firm needs to advise on whether a grant of probate is required and how to proceed, without a difficult conversation having to cover everything at once.

Who is this form for?

Solicitors and probate teams, and the executors or relatives dealing with an estate. It suits any firm that wants the essentials of an estate captured calmly and clearly up front, so it can give accurate early advice to clients at a genuinely difficult time.

Why ask for the estimated estate value?

The value of an estate shapes almost everything that follows — whether a grant of probate is needed, if inheritance tax applies, and how the matter is handled. An early estimate lets your firm give realistic advice on the process and cost from the very first conversation.

Is this form free to use?

Yes, it’s free. Create a Fun Forms account, customize the fields to match how your firm handles probate, restyle it to your brand colors, and embed it on your website with no coding. Estate details then arrive in one place, ready to advise on.

Make a free Fun Form

No credit card
Unlimited forms
Unlimited results

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