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PROBATE & ESTATE PLANNING SECTIONPROBATE & ESTATE PLANNING SECTION Agendas and Attachments for Meeting of the Committee on Special Projects (CSP); Meeting of the Council of the Probate and Estate

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What is probate & estate planning?

Probate & estate planning is the legal process of ensuring that a person's assets are properly distributed after their death according to their wishes.

Who is required to file probate & estate planning?

The executor or personal representative of the deceased person's estate is typically responsible for filing probate & estate planning.

How to fill out probate & estate planning?

Probate & estate planning must be filled out accurately and completely with all necessary information about the deceased person's assets and beneficiaries.

What is the purpose of probate & estate planning?

The purpose of probate & estate planning is to ensure that the deceased person's assets are distributed according to their wishes and to settle any debts or taxes owed by the estate.

What information must be reported on probate & estate planning?

Information such as the deceased person's assets, debts, beneficiaries, and any other relevant financial information must be reported on probate & estate planning.

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