MARK D. FREEMAN, ESQUIRE

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Be sure that your wishes are carried out

after you have departed this life.small logo

 

ESTATE ADMINISTRATION CHECKLIST

These are the items you will need to probate the estate of a decedent.

___Certified Copies of Death Certificates
___Original Will (and any Codicils to the Will) or a copy of the Will if you cannot locate the original
___Name, Address and Social Security Number of all immediate family members, as well as the name, address and Social Security numbers of any beneficiaries named in the Last Will and Testament
___ Photocopy of Executor(s) Driver’s License
___Deed to any and all real estate owned by the deceased
___Stocks Certificates
___Bonds
___Latest statements for any and all bank accounts titled individually or jointly with the deceased showing the date of death balance for such accounts
___Latest statements for any and all investment accounts, mutual funds, IRAs, annuities, etc. showing the date of death balance for such accounts
___List of all Personal Property (furniture, jewelry, paintings, silver, etc.) owned by decedent and it’s approximate value
___Copy of prior year’s Income Tax Return(s)
___Documentation of all gifts made by the deceased within one year of date of death – including date of gift, amount of gift and to whom gift was given
___Documentation of any accounts or assets owned by the deceased which were made joint with another person or persons within one year of death – including date such account or asset was made joint and with whom
___Documentation of any prepaid funeral and/or burial arrangements
___Documentation of all funeral expenses, including funeral or memorial service costs, music, flowers, headstones/engraving, luncheon costs, etc.
___Documentation of any and all debts (outstanding or paid) of the deceased from the date of their death to the present

Click here for a pdf version of this form that you can print.

If you have been named the executor in a loved one's will, or there is no will, the Law Office of Mark D. Freeman, Esq. can help you. You can contact us by clicking here. You can also get started right now by beginning to gather the above information and filling out our estate administration form by clicking here.

To learn more about the estate administration process, click here.

 

 

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The purpose of this site is to provide useful information about wills, estate planning and estate administration. It is not intended to provide legal advice.You should consult a competent estate planning and/or estate administration attorney before acting on any of the information contained on this site.