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COURT CONTEST OF LAST WILL & TESTAMENT OR TRUST INSTRUMENT INFORMATION SUMMARY AND INQUIRY TO SPIEGEL & UTRERA, P.A.
OUR GOAL—YOUR Complete Satisfaction and Understanding
Should 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.
What do some of these terms mean? Click here for a Glossary.
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.
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Spiegel & Utrera, P.A.
MiamiTampaFort Lauderdale
1840 Coral Way
4th Floor
Miami, FL 33145
Toll Free: (800) 603 - 3900
(305) 854-6000
Fax: (305) 857-3700
Natalia Utrera, Esq.,
Managing Attorney		3623 West Kennedy Blvd.
Tampa, FL 33609
Toll Free: (800) 658-5900
(813) 871-5400
Fax: (813) 870-2500
William M Homsi, Esq.,
Managing Attorney		3526 North Federal Highway
Ft. Lauderdale, FL 33308
Toll Free: (800) 465-8500
(954) 630-9800
Fax: (954) 561-7900
Natalia Utrera, Esq.,
Interim Managing Attorney
OrlandoNew York CityLong Island
707 East Colonial Drive
Suite B
Orlando, Florida 32803
Toll Free: (888) 991-9700
(407) 898-5500
Fax: (407) 894-5700
William M. Homsi, Esq.,
Managing Attorney		1 Maiden Lane
5th Floor
New York, NY 10038
Toll Free: (800) 576-1100
(212) 962-1000
Fax: (212) 964-5600
Daniel S. Finnegan, Esq.
Managing Attorney		55 Jericho Turnpike
Suite 202
Jericho, NY 11753
Toll Free: (888) 797-6200
(516) 338-9100
Fax: (516) 338-9200
Daniel S. Finnegan, Esq.
Interim Managing Attorney
DelawareChicagoClifton, NJ
9 East Loockerman Street
Suite 3A
Dover, DE 19901
Toll Free: (888) 641-3800
(302) 744-9800
Fax: (302) 674-2100
Courtney Riordan, Esq.
Managing Attorney		123 West Madison Street
Suite 806
Chicago, IL 60602-4620
Toll Free: (888) 514-9800
(312) 443-1500
Fax: (312) 443-8900
Melody Ashby, Esq.
Managing Attorney		642 Broad St., Suite 2
Clifton, NJ 07013
Toll Free: (888) 336-8400
(973) 473-2000
Fax: (973) 778-2900
Michael L. Simon, Esq.
Managing Attorney
Los AngelesUnited KingdomLas Vegas
4727 Wilshire Blvd.
Suite 601
Los Angeles, CA 90010
Toll Free: (888) 520-7800
(323) 936-3400
Fax: (323) 939-5600
Stephanie Stubbe, Esq.,
Managing Attorney		Spiegel & Utrera, Ltd.
"Your Gateway to Europe"
11 Murray Street, London NW19RE
Telephone: 011 44 207 284 3700
Fax: 011 44 207 284 3533
Toll Free: 0 800 917 1200
USA, Canada and Mexico
Toll Free: 1-800-546-5070
Fax: 0 800 169 2300
Russell D. Williams, Esq.
Managing Solicitor
www.spiegelutrera.co.uk		1785 E Sahara Ave
Suite 490
Las Vegas, NV 89104
Toll Free: (888) 530 4500
(702) 364 2200
Fax: (702) 458 2100
Michael R. Carrigan, Esq.,
Managing Attorney
   
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Toll Free: 1 (800) 734 - 9900
         Fax: 1 (800) 520 - 7800
Natalia Utrera, Esq.,
Managing Attorney		Back to Top
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