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CONFIDENTIAL STATEMENT OF ESTATE GIFT CONFIRMATION If you have made or would like to make an estate gift to East Texas Baptist University, please take a moment to complete the form below and return
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To fill out the confidential statement of estate, follow these steps:
02
Begin by providing your personal information, such as your name, address, and contact details.
03
Next, specify the date on which the statement is being filled out.
04
Identify the deceased individual by providing their full name, date of birth, and date of death.
05
If you are the executor of the estate, provide your name and contact information.
06
Provide information about the probate court, including the court's name and address.
07
Detail any assets owned by the deceased individual, such as bank accounts, real estate properties, vehicles, investments, etc.
08
List any liabilities or debts that need to be addressed as part of the estate settlement process.
09
Include information about any life insurance policies, retirement accounts, or other financial accounts held by the deceased individual.
10
If the deceased individual had a will, mention its existence and provide relevant details.
11
Finally, sign and date the confidential statement of estate to certify its accuracy and completeness.

Who needs confidential statement of estate?

01
The confidential statement of estate is typically needed by individuals involved in the probate process. This can include executors of the estate, beneficiaries, attorneys, and other parties with a legal interest in the distribution of the deceased individual's assets and liabilities. It helps provide a comprehensive overview of the estate's financial situation and aids in the proper settlement of the estate according to the applicable laws and regulations.
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Confidential statement of estate is a document that provides details about the assets, liabilities, and beneficiaries of a deceased person's estate.
The executor or administrator of the deceased person's estate is required to file the confidential statement of estate.
The confidential statement of estate can be filled out by providing information about the deceased person's assets, liabilities, beneficiaries, and any other relevant details.
The purpose of the confidential statement of estate is to provide transparency and accountability in the administration of a deceased person's estate.
The confidential statement of estate must include details about the deceased person's assets, liabilities, beneficiaries, and any other relevant information.
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