Resource Center

Estate Administration Document Checklist

Practice Areas: Estates + Trusts

Tags: estate planning  will  probate

This checklist will help you prepare for our meeting relating to the initiation of the probate process.  Your gathering of this information prior to an appointment is greatly appreciated.  If the information is not available prior to our initial meeting, please provide it as soon as possible thereafter.

Estate Administration Document Checklist

ESTATE DOCUMENTS

INTERESTED PERSONS

ASSETS OWNED INDIVIDUALLY

JOINTLY OWNED ASSETS

ASSETS OWNED BY DECEDENT’S REVOCABLE TRUST

DECEDENT’S 401(k), IRAs, ANNUITIES, LIFE INSURANCE

DEBTS OF DECEDENT

FUNERAL EXPENSES

ADVISORS