Probate Checklist

If someone close to you has passed away, there are things you will need to gather together to begin the probate process.  Some of these are listed below:

  • Any Bank or Other Account Statements
  • Lists of Stocks, Bonds
  • Location of Safe Deposit Box
  • Last Tax Return
  • Certified Death Certificates If Issued
  • Last Will and Testament
  • Any Trust or other Agreements
  • Copies of Insurance Policies, Annuities, Retirement Plans
  • Copies of Real Estate Documents including Deeds
  • Copies of Divorce Decrees


Finding and putting these together will allow your attorney or accountant to help you with the estate efficiently.   Depending on the type of assets and family situation of the person who has passed away, probating an estate can be a long and complex process. 


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