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PROBATE AND TRUST WORKSHEET (PLEASE COMPLETE THIS PACKET IN INK) We must have this Worksheet returned to us at least three days prior to our meeting (this will ensure we have enough time to understand

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What is probate and trust worksheet?

Probate and trust worksheet is a document used to inventory assets, debts, and other important information related to a deceased individual's estate.

Who is required to file probate and trust worksheet?

The executor or administrator of the estate is typically required to file the probate and trust worksheet.

How to fill out probate and trust worksheet?

The probate and trust worksheet can be filled out by listing all assets, debts, beneficiaries, and other relevant information in the designated sections.

What is the purpose of probate and trust worksheet?

The purpose of probate and trust worksheet is to facilitate the probate process by providing a clear overview of the deceased individual's assets and debts.

What information must be reported on probate and trust worksheet?

Information such as real estate, bank accounts, investments, life insurance policies, debts, and beneficiaries must be reported on the probate and trust worksheet.

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