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MANATEE COUNTY PROBATE DIVISION CHECKLIST: SUMMARY ANCILLARY ADMINISTRATION TESTATE OR INTESTATE This Checklist must be completed and filed with your Petition. An Attorney shall certify in writing
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How to fill out probate and guardianship
How to fill out probate and guardianship
01
Gather all necessary documents such as the will, death certificate, and any relevant court forms.
02
Determine if probate is necessary by checking the state laws and the value of the deceased person's estate.
03
File a petition for probate with the appropriate court and pay any required filing fees.
04
Notify all interested parties, such as heirs and beneficiaries, about the probate proceedings.
05
Inventory and appraise the assets of the deceased person's estate.
06
Pay off any debts or taxes owed by the estate.
07
Distribute the remaining assets to the beneficiaries according to the terms of the will or state law.
08
Follow the court's procedures for closing the probate case.
Who needs probate and guardianship?
01
Probate may be needed when someone passes away and leaves behind assets in their name alone.
02
Guardianship is typically needed when a person is unable to make or communicate their own decisions due to incapacity.
03
Those who want to ensure their assets are distributed according to their wishes or need someone to make important decisions on their behalf may need probate or guardianship.
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What is probate and guardianship?
Probate is the legal process of administering the estate of a deceased person, while guardianship is the legal process of appointing someone to make decisions for an incapacitated individual.
Who is required to file probate and guardianship?
Generally, a close family member or a designated individual will need to file for probate and guardianship.
How to fill out probate and guardianship?
To fill out probate and guardianship forms, one must typically provide information about the deceased individual's assets and liabilities, as well as information about the incapacitated individual's needs.
What is the purpose of probate and guardianship?
The purpose of probate is to transfer assets from the deceased individual to their heirs, while the purpose of guardianship is to protect and make decisions for an incapacitated individual.
What information must be reported on probate and guardianship?
Information such as the deceased individual's assets, debts, and beneficiaries must be reported on probate, while information about the incapacitated individual's needs must be reported on guardianship.
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