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IN THE CIRCUIT COURT FOR THE 14th JUDICIAL CIRCUIT PROBATE DIVISIONCHECKLIST FOR OPENING FORMAL ADMINISTRATION ESTATE red 4/2019 ESTATE OF: Case No: Attorney of Record: TYPE OF ESTATE:Testate:Date
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To fill out the type of estate testate, follow these steps:
02
Gather all necessary documents, including the last will and testament of the deceased.
03
Identify the executor of the will. This is the person responsible for managing the estate according to the instructions in the will.
04
Obtain a copy of the death certificate.
05
Identify all the assets and debts of the deceased. This may include bank accounts, real estate, investments, and liabilities such as loans or mortgages.
06
Determine the beneficiaries mentioned in the will. These are the individuals or organizations who are entitled to receive a share of the estate.
07
Distribute the assets according to the instructions in the will. This may involve selling or transferring properties, closing accounts, and settling debts.
08
Keep detailed records of all financial transactions and ensure proper documentation.
09
Consult with legal professionals or estate planning experts if needed to ensure compliance with local laws and regulations.

Who needs type of estate testate?

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The type of estate testate is needed by individuals who want to ensure that their assets are distributed according to their wishes after their death.
02
It is specifically required by individuals who wish to create a legally binding last will and testament.
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A testate estate is one in which a deceased person left a valid will indicating how their assets should be distributed.
The executor or personal representative named in the will is required to file for a testate estate.
To fill out the filing for a testate estate, the executor must complete the required probate forms, including the will and inventory of assets, and submit them to the appropriate probate court.
The purpose of a testate estate is to legally recognize the distribution of the deceased's assets according to their wishes as expressed in their will.
Information that must be reported includes the decedent's personal information, details of the will, an inventory of assets, liabilities, and beneficiaries.
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