PROBATE & Estate administration:
INFORMATION FORM
DECEDENT’S information
Name of DecedentAlso Known As Names:
Social Security Number / Date of Death
Address at Time of Death / Street
City/State/Zip
Place of Death
County Domicile at Time of Death
Marital Status at Death
Administrationof estate
WAS THERE A LAST WILL AND TESTAMENT? ______YES ______NoIF YES, DO YOU HAVE THE ORIGINAL? ______YES ______NO
IF YES, WHAT IS THE DATE OF THE WILL ______
IF YES, IS THERE A NOTARIZED AFFIDAVIT ON THE LAST PAGE _____YES ______NO
IF YES, WERE THERE ANY CODICILS (AMENDMENTS TO WILL)? _____YES ______NO
IF YES, WHO WAS NAMED AS EXECUTOR? 1.______
2.______
EXECUTOR / ADMINISTRATOR / Personal Representative of Estate
IF THERE WAS A WILL, this section should commonly be the person(s) named as Executor / Personal Representative in the Will (unless that person is deceased or otherwise declining to serve for some other reason.)
IF THERE WAS NOT A WILL, this section should be the person who is asking the Court to appoint them as Administrator of the Estate.
NOTE: Use additional sheets if necessary.
Name of Executor/ Administrator/Personal RepresentativeAddress / Street
City/State/Zip
Social Security Number / Relationship
Home Phone / Cell / Work Phone
Email Address
Name of Second Executor/ Administrator/Personal Representative
Address / Street
City/State/Zip
Social Security Number / Relationship
Home Phone / Cell / Work Phone
Email Address
If the person named in a Will to serve as Executor/Personal Representative has deceased or declined to serve, please provide the following:
Named Executor’s Date of Death (if deceased): ______
If Named Executor is declining to serve, will he/she sign a resignation formally? ______Yes ______No
If Yes, please provide such person’s name and address:______
______
______
FAMILY / HEIRS
Names of Spouse / Children / Grandchildren / Next of Kin.
Please discuss with attorney/staff if you have questions regarding whom to list below. Use additional sheets if necessary.
Full Name / Address(Include City/State/Zip) / Date of Birth / Relationship
1.
2.
3.
4.
5.
6.
7.
8.
predeceased heirs
If the Decedent’s spouse, children, parents, or grandchildren predeceased the Decedent, please provide the following information for any of those persons.
Full Name / Relationship to Decedent / Date of Death1.
2.
3.
4.
5.
6.
OTHER BENEFICIARIES
Names of Friends / Charities / Churches / Other Organizations listed in the Decedent’s Will.
Include additional sheets if necessary.
Full Name / Address / Date of Birth / Relationship1.
2.
3.
4.
TRUST
Did the Decedent have a Trust? / ____Yes ____ No / If “yes,”when was it signed?If “yes,” what is the Trust’s Name?
Name of Trustee?
What assets funded the Trust?
Decedent’s MINOR CHILDREN
Was a guardian appointed in the Will for minor children? Yes/NoName and Address of Guardian / Name
Street
City/State/Zip
Additional information
Please provide us with any additional information that you feel we should know. Use additional sheets if necessary.
ASSET INVENTORY
Please itemize the Decedent’s assets so that we may provide proper notice to creditors or people to whom the Decedent owed money. This list also determines the steps needed in probating the Estate. Please fill out the below form to the best of your ability. Supplemental asset forms are welcome. Please be sure all the categories below are addressed in their entirety.
CASH & SAVINGS
Bank / Savings & Loan / Address/Account Number / ValueSTOCKS & BONDS
Description / No. of Shares / Title / Owner / ValueRETIREMENT PROGRAMS
Type(IRA, 401(k), Roth IRA) / Company / Beneficiaries / Face Value
INSURANCE
Type(whole life, term endowment) / Company / Beneficiaries / Face Value
Location of Policies
BUSINESS INTERESTS Businesses in which the Decedent had a vested interest (owner, partner, or stockholder).
Business / Address / Other Owners / InterestGEORGIA REAL ESTATE OWNED
Address / Record Title Holder / ValueMortgage Company / Balance
PERSONAL PROPERTY Miscellaneous items of value owned by the Decedent, like jewelry, boats, furniture, paintings, collections, etc. Forautomobiles, please include year/make/model.
Description / ValueMEDICAL EXPENSES Expenses accrued during last illness (doctors, nursing home, hospital, etc.) or unpaid medical expenses.
Was the Decedent receiving Medicaid? / ______Yes ______NoOTHER DEBTS Credit cards, utilities, loans, etc.
Creditor / Address(Please include City/State/Zip) / Account Number / Amount Owed
(if known)
SAFETY DEPOSIT BOX
Did the Decedent have a safety deposit box? / ______Yes ______NoLocation of safety deposit box :
DOCUMENTATION NEEDED
Please provide the following documents. Any originals you provide will be returned to you once the Probate process is complete. If you have additional asset documents you think are relevant, please bring those to your consultation meeting as well.
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/ Certified copy of Death Certificate (obtain from funeral home) / Original Wills/Trust Agreement
/ Original Codicils (updates/changes made to Original Will)
/ Copy of Deeds
/ Copy of Tax Bill
/ Last Bank Statements
/ Copies of Titles to Automobiles, Boats, Motorcycles, etc.
/ Copies of Stock Certificates
/ Copies of Bonds
/ Other (please list):
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OFFICE USE ONLY
[ ] Last Will & Testament (Original)[ ] Financial Institution Accounts (list/balances)
[ ] List of Heirs (names, addresses, ages)[ ] Stocks, Bonds, IRAs, 401k (list/balances)
[ ] Death Certificate[ ] Trust documents (if any)
[ ] List of Real Estate[ ] List of creditors (debts owed)
[ ] Deeds to Real Estate[ ] Notify Social Security
[ ] Automobile Titles[ ] Capital Credits (Sawnee EMC)
[ ]Interrogatories for Non-Self Proving Will?
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