Wenzel & Wenzel, PLLC
166 Branner Ave, Ste A
Waynesville, NC 28786
828-452-9099

Probate Information


Thank you so much for contacting our law office! Please read the privacy policy below, and then fill out this form to the best of your ability.


Please note that we do not schedule consultations until we receive a completed worksheet, along with a copy of a death certificate, and the original Will, if there is one.

Privacy Policy

All information received from a client is strictly confidential. Our firm takes every step possible to protect your privacy. The data submitted via this form is encrypted and secured using industry-standard 256-bit SSL encryption.


If you have any questions, please don't hesitate to contact our law office. We look forward to working with you!

Please complete this section about yourself, the client.  There is a later section about the deceased person.

Contact information

Emails
*
Upon submission, a copy of this form will be sent to the primary email.
Add email
Addresses
Add address
Phone numbers
Add phone number

(name most often used to title property and accounts)

(name most often used to title property and accounts)

(other names used to title property and accounts)

For each beneficiary under the will or trust, please select “Yes” and fill out the following information.


If there is no Will, please list spouse, children, etc. 
If there is no spouse or children, list parents, siblings, and/or nieces and nephews.

For each advisor, please select “Yes” and fill out the following information.

Please list all income/asset/liability information in the appropriate section below.

Please list all real estate owned by the Decedent.  
Please provide a copy of the deed for any out of state property.

Please list only major assets, such as:
1. Household furnishings - please simply list a total value, if you had to sell everything at a yard sale.
2. Other major assets, such as expensive jewelry, cattle, tractors, etc., and resale value.

Again, please list values you think you could receive if you had to sell the item to pay bills.  Please do not list the original purchase price. 

Please list Automobiles, Boats, RVs etc.
Include year, make and model. 
Please provide a copy of the title and if there is a loan against the vehicle. 
Kelly Blue Book value would also be appreciated.

TYPE: Checking Account “CA”, Savings Account “SA”, Certificates of Deposit “CD”, Money Market “MM” (indicate type below). Do not include IRA’s or 401(k)’s here

TYPE: List any and all stocks, bonds, or mutual funds owned by the deceased. If held in a brokerage account, lump them together under each account.

TYPE: Term, whole life, split dollar, group life, annuity.


ADDITIONAL INFORMATION: Insurance company, type, face amount (death benefit), whose life is insured, who owns the policy, the current beneficiaries, who pays the premium, and who is the life insurance agent.

TYPE: Pension (P), Profit Sharing (PS), H.R. 10, IRA, SEP, 401(K). 


ADDITIONAL INFORMATION: Describe the type of plan, the plan name, the current value of the plan, and any other pertinent information.

TYPE: General and Limited Partnerships, Sole Proprietorships, privately owned corporations, professional corporations, oil interests, farm and ranch interests.


ADDITIONAL INFORMATION: Give a description of the interests, who has the interest, the deceased’s ownership in the interests, and the estimated value of the interests.

TYPE: Gifts or inheritances that the deceased expected to receive at some time in the future; or moneys that the deceased anticipated receiving through a judgment in a lawsuit. Describe in appropriate detail.

Location and Other Details

TYPE: Other property is any property that the deceased had that does not fit into any listed category. (Examples include digital assets, tax return, mineral interests, other insurance policies, miscellaneous benefits, etc.)

Please list all debts owed by the decedent, including the amount owed at the time of their death. (Examples include credit cards, automobile loans, home loans, doctor’s bills, etc.)

Original Last Will and Testament

Death Certificate

Copies of Any Vehicles Titles

Copies of Any Bills

When you are finished, please click the “Submit” button.