COURT CONTEST OF LAST WILL & TESTAMENT OR TRUST INSTRUMENT INFORMATION SUMMARY AND INQUIRY TO SPIEGEL & UTRERA, P.A.
OUR GOAL—YOUR Complete Satisfaction and UnderstandingShould you order this document from Spiegel & Utrera, P.A., Spiegel & Utrera, P.A., will incorporate your basic information into a draft document that will be conveyed to you for your review and make reasonable changes upon request.
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Name:	*required
City:
State:
Telephone:	*required
Cellular Phone:
Fax:
Email:	*required
Decedent Information
Decedent's name:
Date of death:
Residence at time of death (city):
Residence at time of death (county):
Residence at time of death (state):
Did the deceased have a Last Will & Testament?	Yes  No
Please Provide a paper copy, fax or email lastwill&testament@amerilawyer.com of the Last Will & Testament.
What is the Name of the Executor or Executrix?
Is there a Current or Pending Probate Proceeding for Administration of the Decedent's Estate?	Yes  No
Value of Estate Please enter the current approximate gross fair market value of the decedent's real and personal property in dollars.
Description of Property Enter a description of the Property of the deceased. Be specific. Do not capitalize the first word and do not use a period at the end of the sentence. Complete the following sentence: The Property which belonged to decedent is described as follows:
(for example: "a deposit account with ______ Bank, held in the name of [Name of Decedent], account number ______" (or) "all securities, stocks, bonds and other accounts held with the brokerage house of [Name of Brokerage], owned by [Name of Decedent]")
Name of the Successor in Interest of Decedent Enter the name or names of the person(s) who is/are entitled to decedent's property, and which will receive Decedent's property:
Did the Deceased have a Trust Instrument?	Yes  No
Please Provide a paper copy, fax or email trustinstrument@amerilawyer.com of the Trust & Instrument.
If so, what is the Name of the Trust?
What is the Name of the Trustee?
What is the Address of the Trust?
Trust Street:
Trust City:
Trust State:
Trust Zip Code:
Value of Trust Assets Please enter the current gross fair market value of the Trust Assets.
Description of Trust Property Enter a description of the Trust Property. Be specific. Do not capitalize the first word and do not use a a period at the end of the sentence. Complete the following sentence. The Trust Property is described as follows:
(for example: "a deposit account with ______ Bank, held in the name of [Name of Trustee, as Trustee of Name of Trust], account number ______" (or) "all securities, stocks, bonds and other accounts held with the brokerage house of [Name of Brokerage], owned by [Name of Trustee, as Trustee of Name of Trust]")
Name of the Trust Beneficiaries Enter the name or names of the person(s) who is/are entitled to income or principal of the Trust:
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This completes the information input. When you send this form, this program will prepare an Information Summary of your information for your review. Make sure that all facts stated in the Information Summary are correct in all respects. You will soon be contacted by an attorney of Spiegel & Utrera, P.A.