When A Loved One Passes Away
Document Checklist •
Printable version
Our firm will guide and counsel the
Personal Representative or Trustee at each step so that you fully
understand the role and the duties required of you. In this way we
can ensure that the estate administration will be handled in a
smooth and organized fashion. Our process begins when you meet with
us to help gather specific information about the estate.
Below is a link to a document entitled
"Estate Administration Questionnaire". Please fill this out on
behalf of the decedent. The Questionnaire will enable us to
record the estate information in one place. We ask that you fill out
as much information in the Questionnaire as possible before our
meeting. Of course, if you find this to be an overwhelming task, we
will be happy to assist you with the Questionnaire during our first
meeting and can help you fill it out.
To assist you with gathering the
information, below is a "Document Checklist" for your
convenience. Having these items from the very beginning will help us
take care of the details of the estate administration more
efficiently and quickly on your behalf.
The goal of this first meeting is to
gather as much information as possible in preparation for the
opening of the estate. This will save time in the process.
We generally charge on an hourly basis
in estate administration matters.
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For your convenience, this checklist is
provided listing the types of documents you will need to bring to or
before your meeting.
-
Estate Administration Questionnaire (If you have not already provided this
information, please complete as much as possible)
- Certified Death Certificates (bring at least FIVE (5))
- Last Will & Testament of Deceased (bring ORIGINAL)
- Any & All Codicils to the Last Will & Testament of Deceased
(bring ORIGINALS)
- Trust(s) (bring ORIGINALS)
- Any & All Amendments to Trust(s) (bring ORIGINALS)
- Tax Returns: State (bring LAST 2 YEARS), Federal
(bring LAST 2 YEARS), &
Gift Tax Returns
Please also bring with you the following
information to your meeting. Copies will be okay unless originals
are requested.
We will need the Statements of Account
(as close to the date of death as possible) for the following
assets:
- Bank Accounts and/or Credit Unions Accounts including:
- Checking
- Savings
- Money Market
- Certificates of Deposit
- Any notes or mortgage receivables
- IRA, 401-K or other Retirement Account
- Stock, Securities, Mutual Funds/Brokerage Accounts
We will need the ORIGINALS of the following:
- Life Insurance Policies
- Annuities
- Bonds
- (Individual) Stock Certificates
- Organizational documents for any Limited Liability Companies,
Partnerships, Family Businesses
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Note: To view this document in PDF format, please follow the link below. You must have the free
Adobe Reader plug-in installed on your
computer to view the file.
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