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ESTATE ADMINISTRATION CHECKLIST In administering the estate the Personal Representative, or their counsel, will need the following: Also: Original Will and any Codicils Copies of income tax returns
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The form for administering an estate includes all necessary information for managing and distributing the assets of a deceased person.
The executor or administrator of the estate is required to file the administering form.
The form can typically be filled out online or through a paper form provided by the probate court.
The purpose of the form is to ensure that the assets of the deceased person are properly managed and distributed according to their wishes or state laws.
Information such as the assets of the deceased, debts owed, beneficiaries, and any other relevant information must be reported on the form.
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