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Estate Administration C o n f e r e n c e Wednesday, May 20, 2009, FAE Conference Center 3 Park Avenue, at 34th Street 19th Floor New York, NY 10016 9:00 a.m.5:00 p.m. (Checking begins at 8:30 a.m.)
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How to fill out 09-0210 estate administrationdoclayout 1

How to Fill Out 09-0210 Estate Administrationdoclayout 1:
01
Begin by entering the date at the top of the form. Make sure to use the correct format.
02
Below the date, enter the name of the estate or trust for which you are administering.
03
Fill in the decedent's full legal name in the appropriate section. Include any aliases or alternate names if applicable.
04
Provide the decedent's date of death and the county and state where they passed away.
05
In the next section, enter the name and contact information of the personal representative or executor who will be overseeing the estate administration.
06
Indicate if the personal representative is an individual or an entity such as a bank or law firm.
07
If there is more than one personal representative, list their names and contact information as well.
08
Next, provide the mailing address where the personal representative can receive correspondence related to the estate administration.
09
Specify whether the estate is subject to probate and provide the case number if applicable.
10
If there is a will or trust governing the estate, indicate its existence and provide the date it was executed.
11
In the following section, provide details about any previous filings or applications made for estate administration.
12
If there are any known or potential creditors of the estate, list their names and contact information.
13
Indicate whether the estate has any known or pending lawsuits or claims against it.
14
If the estate includes real property, describe the property and provide its address.
15
Finally, sign and date the form at the bottom.
Who Needs 09-0210 Estate Administrationdoclayout 1:
01
Individuals appointed as personal representatives or executors of an estate.
02
Estates or trusts that require administration or probate.
03
Beneficiaries or heirs who are involved in the estate administration process.
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