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PROBATE ESTATE CHECKLIST FOR PARALEGAL Formalize No.:INFORMALEstate of:SS×Court File No:PR:Countywide of Death: Prepare and Mail: Complete SS4 Complete Application (Informal) OR Petition (Formal)Oath
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How to fill out probate estate checklist for

01
Gather all necessary documents such as death certificate, will, and any relevant financial records.
02
Identify all assets and liabilities of the deceased, including bank accounts, real estate, investments, debts, and outstanding bills.
03
Prepare an inventory of the deceased's assets, providing detailed descriptions and estimated values.
04
Determine if any probate court forms are required, such as the Petition for Probate and the Letters Testamentary or Letters of Administration.
05
Complete the probate court forms accurately, providing all necessary information and supporting documentation.
06
File the completed forms with the appropriate probate court and pay any required filing fees.
07
Serve notice to all interested parties, such as heirs, beneficiaries, and creditors, as required by law.
08
Attend any scheduled probate court hearings and provide any additional documentation or testimony as requested.
09
Manage and distribute the estate assets according to the probate laws and the deceased's will or intestate succession.
10
Prepare a final accounting of the estate's assets, income, and expenses, and obtain court approval if required.
11
Close the estate by filing the necessary paperwork with the probate court, including a final report and distribution agreement.

Who needs probate estate checklist for?

01
Probate estate checklist is needed by individuals who have been appointed as the executor or personal representative of a deceased person's estate.
02
It is also useful for attorneys or legal professionals handling probate cases.
03
Family members or beneficiaries who are involved in the probate process may also benefit from using a probate estate checklist to ensure all necessary steps are followed.
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The probate estate checklist is a document used to inventory the assets and liabilities of an estate when going through the probate process.
The executor or administrator of the estate is typically required to file the probate estate checklist.
The probate estate checklist can be filled out by listing all assets and liabilities of the deceased individual, including bank accounts, real estate, investments, debts, and more.
The purpose of the probate estate checklist is to provide an organized inventory of the deceased individual's assets and debts to ensure an accurate distribution of their estate.
Information such as the value of assets, description of assets, location of assets, outstanding debts, and other relevant details must be reported on the probate estate checklist.
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