Inheritance / Succession Intake Questionnaire

Estate Succession and Testamentary Information Form

Please provide complete and accurate information to enable proper legal assessment of the estate, testamentary documents, legal heirs, and assets left by the deceased. This form is intended to assist in identifying the appropriate legal course, including probate, letters of administration, succession certificate, and other allied reliefs. Wherever a field is not applicable, write NA.

Estate Planning & Succession Intake Client Information Form Confidential Responses Structured Case Summary

1. Basic Matter Information

Client / person giving instructions

Mobile number

Email ID

Current address of client / instructing person

Relationship with deceased

If other, specify

Full name of deceased

Alias / other spellings

Gender

Date of death

Place of death

Ordinary residence of deceased at the time of death

Nationality

Religion / personal law of deceased

If other, specify

Marital status at death

Death certificate available?

Any urgent reason for immediate relief?

2. What assets / rights are to be claimed from the deceased?

Please select every category of asset, right, or interest forming part of the estate. Relevant additional fields will appear based on your selections.

Bank accounts / savings / current account balances Fixed deposits / recurring deposits Physical shares / securities / share certificates Demat account / listed securities / ETFs Mutual funds / SIPs Life insurance / general insurance claim proceeds EPF / PPF / NPS / gratuity / pension / service dues Salary / leave encashment / employer dues Bonds / debentures / NSC / KVP / govt securities Loans / money receivable from third parties Bank locker / valuables in custody Gold / silver / jewellery House / flat / plot / agricultural land / commercial property Tenancy / leasehold / pagri / occupancy rights Car / bike / commercial vehicle Proprietorship / partnership / company interest / business assets Digital assets / crypto / online wallets / domain names / monetised channels Pending court claims / decrees / compensation receivable Other asset / right not listed above

Details of immovable property are requested to enable proper assessment of title, testamentary rights, mutation requirements, and any further relief that may be necessary.

3. Existence of Will / Testament / Codicil

Did the deceased leave any Will?

Any codicil / supplementary testamentary document?

Any later / rival / contradictory Will alleged by anyone?

Will Details

Date of Will

Place where Will was executed

Registered Will?

If registered, registration particulars

Who has custody of original Will?

Was an executor named in the Will?

If executor named, is executor alive / willing / capable?

Name, address and relationship of executor

Briefly state who is the main beneficiary under the Will

Number of attesting witnesses mentioned on the Will

Are witness details known?

Are witnesses alive and traceable?

Full details of attesting witnesses

Any suspicious circumstances alleged or anticipated?

Did the testator sign every page / thumb impression / both? Any video, doctor certificate, or drafting advocate details available?

Has any caveat / objection / legal notice already been received regarding the Will?

4. Legal Heirs / Family Tree / Interested Persons

Please provide complete particulars of all heirs and interested persons, including any person whose consent, citation, or objection may become relevant.

Surviving spouse exists?

Details of spouse

Number of living sons

Number of living daughters

Any predeceased son leaving widow/children?

Any predeceased daughter leaving children?

Complete details of all children / branches

Mother of deceased alive?

Father of deceased alive?

Details of parents

Any siblings relevant to succession in this case?

Sibling details

Any legal heir is minor?

Any legal heir is of unsound mind / disabled / needs guardian representation?

Any heir is abroad / untraceable?

Any adoption / step relationship issue?

Provide full family tree in narrative form

Who among the heirs are willing to sign No Objection / Consent Affidavit?

Minor / special heir guardian details

5. Jurisdiction, Existing Cases, Documents and Disputes

Where was the deceased ordinarily residing?

Where are the main assets located?

Which court / city do you intend to file in?

Any previous probate / LOA / succession petition filed anywhere?

Any family settlement / partition deed / relinquishment already executed?

Any nomination exists in any asset?

Any pending challenge regarding identity / heirship / marriage / legitimacy?

Details of prior cases, settlements, caveats, notices or disputes

Nomination details asset-wise

Documents currently available

Documents missing / not traceable

6A. Bank Accounts

Please add each account separately.

6B. Fixed Deposits / Recurring Deposits

6C. Physical Shares / Securities / Share Certificates

6D. Demat Account / Listed Securities

6E. Mutual Funds

6F. Insurance Claims

6G. EPF / PPF / NPS / Gratuity / Pension / Service Dues

6H. Salary / Employment Dues

6I. Bonds / Debentures / NSC / KVP / Govt Securities

6J. Loans / Money Receivable

6K. Locker / Safe Custody

6L. Jewellery / Gold / Silver / Valuables

6M. Immovable Property

Full particulars of each property assist in evaluating title documents, possession, testamentary rights, mutation requirements, and any consequential proceedings that may be necessary.

6N. Tenancy / Leasehold / Occupancy Rights

6O. Vehicles

6P. Business / Firm / Company / Commercial Interests

6Q. Digital Assets / Online Income / Crypto / Domains

6R. Pending Claims / Decrees / Compensation

6S. Other Asset / Right

Describe any other asset/right not already covered

7. Liabilities / Tax / Compliance / Practical Obstacles

Any loans / liabilities of deceased known?

Any income tax / GST / regulatory issue pending?

Any creditor pressure or recovery notices?

Details of liabilities / tax / compliance concerns

Any special practical problem?

8. Relief Sought and Final Instructions

What exactly does the client want at present?

Any deadline / hearing / institutional demand already received?

Any other fact which may affect the legal strategy?

The generated output below is a structured case summary prepared from the information furnished. Final legal strategy will depend upon verification of documents and detailed legal review.

Case Summary

No output generated yet.