Probate is the process of proving the validity of a Will, and the persons entitled to receive
property pursuant to a Will. If there is no Will, probate is the process of obtaining a legal
determination that a decedent died without a Will, and a legal determination of the identity of
the heirs who are entitled to receive the decedent’s property.
 

Your Name: __________________________ Telephone No. ___________________

Address: __________________________________________________________________
 

When you have completed this questionnaire, please return it to Gary C. Dahle - Attorney at
Law, at the above address, together with a check in the amount of $500.00 payable to Gary C.
Dahle - Attorney at Law, as a deposit towards the probate filing and publication fees, and the
legal fees involved in initiating the probate proceeding.
 

1.  Decedent’s Name  ______________________________________________

2.  Decedent’s Address_____________________________________________

3.  Name of Surviving Spouse________________________________________

4.  Decedent was born _________________________, at __________________

5.  Decedent died on __________________________, at ___________________

6.  Decedent's Social Security Number is ________________________________

7. Legal Description of any Real Property owned by Decedent in the State of Minnesota.

_____________________________________________________________
The best source for the legal description is a copy of the deed by which the
Decedent received title to the property. Fax me a copy of the deed if it is available.

 PROPERTY ADDRESS _____________________________________

 CITY ____________, COUNTY, _______________________

 SINGLE FAMILY? ____ CONDOMINIUM? ____ TOWNHOUSE? ____
 

8.  List the names and addresses of the Decedent's children and other persons who may be
interested in this proceeding, and the ages of any such persons who are minors.

-------------------------------------------------------------------------------------------------------------
Name                 Age       Relationship     Address
                          or Interest
-------------------------------------------------------------------------------------------------------------
 

_______________________________________________________________________
 

_______________________________________________________________________
 

_______________________________________________________________________
 

_______________________________________________________________________
 

_______________________________________________________________________
 

_______________________________________________________________________

9. Is there a valid Will? ____________________

10. Where is the Will Located? ______________________

11. When was the Will signed? _______________________

12. Who is named as Personal Representative in the Will? ___________________________

13. Is the named Personal Representative ready and willing to serve? __________________

14. Does the named Personal Representative have any adverse credit history? ___________

15. Does the named Personal Representative expect to receive compensation in exchange for
serving as the Personal Representative of the Decedent’s estate? ___________________
 
 

 
 
 

Probate Assets		Non-probate Assets
Homestead	$ _____________	Joint Tenancy	$ _____________
Other Real estate	$ _____________	Insurance	$ _____________
Cash	$ _____________	Other	$ _____________
Securities	$ _____________	Approximate	$ _____________
Other	$ _____________	Indebtedness	$ _____________

Probate Assets are assets that are titled in the name of the Decedent alone, and there are
no “payable on death”, or other beneficiary designations for such assets.

Non-Probate Assets are all other assets, including those which are owned jointly with
someone else, and those which have beneficiary designations or are payable on death to some other person.