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Page 1 of 4NICKI A. BURKE, Surrogate Salem County Surrogates Court PROBATE FACT SHEET TODAYS DATE: SURROGATES COURT DOCKET NO.SLM2017 ESTATE OF: (Case tab: name as it appears on the Last Will & Testament)
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How to fill out probate fact sheet

01
Gather all the necessary documents related to the estate, such as the death certificate, will or trust documents, asset information, and beneficiary information.
02
Review the probate fact sheet template and familiarize yourself with the sections and questions it includes.
03
Start filling out the probate fact sheet by providing the basic information about the deceased person, including their name, date of birth, date of death, and social security number.
04
Proceed to fill out the sections regarding the deceased person's assets, such as real estate, bank accounts, investments, vehicles, and valuable personal property.
05
Provide details about any existing debts or liabilities the deceased person had, including mortgages, loans, credit card debts, and other outstanding obligations.
06
Answer the questions related to beneficiaries and potential heirs, including their names, relationships to the deceased, and contact information.
07
Make sure to accurately complete any sections regarding legal representatives, such as executors or trustees involved in the estate administration.
08
Double-check all the information provided in the probate fact sheet for accuracy and completeness.
09
Save and print the completed probate fact sheet, and keep a copy for your records.
10
Submit the probate fact sheet to the appropriate authority or legal professional handling the estate administration.

Who needs probate fact sheet?

01
Individuals who are responsible for handling the probate process for a deceased person's estate.
02
Executors or administrators of an estate who need to gather necessary information for court or legal purposes.
03
Legal professionals assisting clients with probate proceedings.
04
Beneficiaries or potential heirs who may be required to provide information about the deceased person's assets and liabilities.
05
Individuals involved in estate planning or asset management who want to keep a comprehensive record of their financial information for future reference.
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The probate fact sheet is a document that provides a summary of a deceased individual's assets, debts, and beneficiaries.
The executor or administrator of the deceased individual's estate is required to file the probate fact sheet.
The probate fact sheet can be filled out by providing detailed information about the deceased individual's assets, debts, and beneficiaries.
The purpose of the probate fact sheet is to provide transparency and accountability in the administration of the deceased individual's estate.
The probate fact sheet must include information about the deceased individual's real estate, bank accounts, investments, debts, and beneficiaries.
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