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DEPARTMENT OF HEALTH SERVICES Division of Medicaid Services F01729 (09/2017)STATE OF WISCONSINNONPROBATE ASSET / PROPERTY DISCLOSURE Complete this form to notify the Wisconsin Estate Recovery Program
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How to fill out nonprobate asset property disclosure

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How to fill out nonprobate asset property disclosure

01
Begin by gathering all necessary information regarding your nonprobate assets.
02
Open the nonprobate asset property disclosure form.
03
Fill in your personal details, such as your name, address, and contact information.
04
Provide a detailed description of each nonprobate asset you own, including its type, location, and estimated value.
05
Indicate any co-owners or beneficiaries associated with each nonprobate asset.
06
Attach any supporting documentation, such as appraisals or ownership certificates, if required.
07
Review the completed form for accuracy and completeness.
08
Sign and date the form.
09
Submit the nonprobate asset property disclosure form to the appropriate authority, such as your attorney or probate court.

Who needs nonprobate asset property disclosure?

01
Anyone who owns nonprobate assets and wishes to disclose them for legal or financial purposes needs to fill out a nonprobate asset property disclosure. This may include individuals who have assets held in trusts, joint tenancy properties, life insurance policies, retirement accounts, or any other nonprobate assets that are not subject to probate.
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Nonprobate asset property disclosure is a document that lists assets that are not included in a person's will and therefore do not go through the probate process when the person dies.
Individuals who have nonprobate assets are required to file nonprobate asset property disclosure.
Nonprobate asset property disclosure can be filled out by listing all nonprobate assets owned by the individual.
The purpose of nonprobate asset property disclosure is to ensure that all assets, both probate and nonprobate, are accounted for and properly distributed after the individual's death.
Nonprobate asset property disclosure must include a detailed list of all nonprobate assets owned by the individual.
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