Deceased Client Heir Information Form

Try our free deceased client heir information form to gather details about clients who recently passed away.

Find out details about clients who are now deceased. Find out information about heirs so you can contact them for details concerning the deceased client's last will.

Try our legal and paralegal - deceased client heir information form for free on any mobile device with a free trial of IntouchCheck mobile form software. Sign up for a free trial today and ask your Intouch specialist to load this pre-built form into your account.

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Clients will work with attorneys and lawyers to create their last will and testament so they can decide who their beneficiaries will be. The clients can then decide how to properly divide their estate and other assets with their heirs. The legal and paralegal - deceased client heir information form allows you to gather the right information about your client and find out details about possible heirs that need to be informed about the will.

Form Details

Our legal and paralegal - deceased client heir information form can be used by attorneys and lawyers to gather the necessary information they need to provide the appropriate legal services when a client passes away. They can learn about heirs of the deceased person if the deceased person had a will, and how the heirs are related to the deceased client. By having the available details in this form, you can cut down on the amount of paperwork you have to use. You can also email the information of the form to other contacts who may need to know about the deceased client.

You can use this form on any mobile device while inputting the information into the pre-built fields that appear on the screen. Categories that you can gather information for to create a report:

  • Client details
  • Date of death
  • Age at the time of death
  • Residence where the client lived before passing
  • Last will information
  • Heir details
  • Client's signature
  • Witnesses signature

Customize Your Digital Deceased Client Heir Information Form

We know that every business is unique, and your forms should reflect that. Our ready-to-use template is a comprehensive list of industry standard fields, but it is most useful when customized to reflect your own needs. The IntouchCheck platform makes it simple to quickly customize the mobile form template to meet the individual needs of your company and goals; questions, fields, or sections can be quickly removed, and new queries or fields can be added in the appropriate places to fit your project.

Create Your Own Deceased Client Heir Information Template

Already have processes and procedures in place? IntouchCheck’s straightforward interface makes it fast and easy to create your own forms, where you can customize the sections, categories, questions, and types of data/image capture fields. We’re here to help you get started! Try IntouchCheck for free, and see how easy it is to streamline your business processes.