Estate Dispute Intake Form - forms.coulterlegal.com.au

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Thank you for taking the time to complete this questionnaire.

Whilst many questions are optional, please try to tell us as much information as possible, even if it is just an approximation or guess. Doing so will help paint a clearer picture of your situation and will best set us up to assist you. Please note that, by using this online questionnaire, you are not receiving legal advice or a legal service. No engagement for legal services is formed unless and until you enter into a costs agreement with us.

Please check the box below to continue with questionnaire(Required)

I understand that this questionnaire is not providing me with any legal advice

How can we Help?

What best describes your situation?(Required)

I have been left out of the Will

I have been provided for, but not adequately

I need help defending a claim to the Estate

I have concerns about the validity of a Will

Other

About you

Okay, let’s get started! Please answer the following questions about yourself. These are just some basic details to help us get on the way.

What is your full legal name?(Required)

First Middle Last

What is your date of birth?(Required)

DD slash MM slash YYYY

What are your preferred gender pronouns?

Male

Female

Non-binary

Do not wish to disclose

What is your address?(Required)

Street Address City State Postcode Country

Do you have a different postal address?

Yes

What is your postal address?

Street Address City State Postcode Country

What phone number can we use to contact you?(Required)

What is your email address?

How did you hear about us?(Required)

I am an existing client

The deceased was an existing client

Google

Social Media

Friends and Family

Word of Mouth

Other

About the deceased

Deceased's Full Legal Name(Required)

First Middle Last

Was the deceased known by any other name?

Yes

Please list in full the other names the deceased was known as

What was deceased's relationship to you?

Spouse

De facto partner

Child

Parent

Sibling

Friend

Grandparent

Step-parent

Former partner

Other

What was deceased's relationship status at the time of their passing?

Single

Married

Widowed

De facto relationship

Divorced

Other

Name of deceased's spouse/partner

Deceased's date of birth

DD slash MM slash YYYY

Deceased's date of death

DD slash MM slash YYYY

Last known address of deceased

Street Address City State Postcode Country

Did the deceased have any children?

Yes

Please list names and date of birth (if known) for children of the deceased.

Do you have a copy of full Death Certificate?

Yes

Unsure

About the Estate

To your knowledge, did the deceased ever prepare a Will?

Yes

Unsure

Are you an Executor of the Will?

Yes

Unsure

Please list full names of all Executors, if known

Has a law firm been engaged to administer the Estate?

Yes

Unsure

Name of lawyer/Law Firm handling the Estate

Has a Grant of Probate been issued for the Estate?

Yes

Unsure

Date Grant was issued

MM slash DD slash YYYY

Inventory of Assets

Please tick all that apply, to the best of your knowledge

Real Estate / Property

Cash in the bank

Shares in public companies

Interest in a business

Trusts

Cars, boats and other vehicles

Valuable jewellery, antiques and other personal items

Superannuation

Substantial Liabilities

Other substantial assets not listed above

Please list the other substantial assets

Approximate value of Estate Assets

Approximate value of Estate Liabilities / Debt

In your own words, please explain why you believe you have a claim against the Estate