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Page 1 of 4NICKI A. BURKE, Surrogate Salem County Surrogates CourtAPPLICANT Probate fact sheet applicant sign document in Surrogates office and Surrogate will issue OR pickup of documents for signature,

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How to fill out fact sheet - probate

01

To fill out a fact sheet for probate, follow these steps:

02

Gather relevant information: Collect all the necessary information about the deceased person, such as their full name, date of birth, date of death, and any other important details.

03

Obtain legal documents: Obtain copies of the death certificate, will, and any other legal documents related to the probate process.

04

Identify assets and debts: Make a list of the deceased person's assets, including properties, bank accounts, investments, and debts, such as mortgages, loans, and credit card balances.

05

Determine beneficiaries: Determine who the beneficiaries of the estate are and their contact information.

06

Complete the fact sheet: Fill out the fact sheet with the gathered information, ensuring accuracy and completeness.

07

Review and double-check: Review the completed fact sheet for any errors or missing information.

08

Submit the fact sheet: Submit the fact sheet to the appropriate probate court or legal authority overseeing the probate process.

Who needs fact sheet - probate?

01

A fact sheet for probate is needed by individuals who are involved in the probate process after someone's death. This includes executors or administrators of the estate, heirs or beneficiaries, and legal professionals handling the probate case. The fact sheet helps to provide essential information about the deceased person, their assets, and debts, which is necessary for the probate process to proceed smoothly.

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What is fact sheet - probate?

A fact sheet - probate is a document that provides information about the deceased person's assets, liabilities, and beneficiaries for the probate process.

Who is required to file fact sheet - probate?

The executor or personal representative of the deceased person's estate is required to file the fact sheet - probate.

How to fill out fact sheet - probate?

The fact sheet - probate can be filled out by providing all the necessary information about the deceased person's assets, liabilities, and beneficiaries in the designated sections of the form.

What is the purpose of fact sheet - probate?

The purpose of the fact sheet - probate is to provide a summary of the deceased person's estate for the probate court to review and approve.

What information must be reported on fact sheet - probate?

The fact sheet - probate must include information about the deceased person's real estate, personal property, bank accounts, investments, debts, and beneficiaries.

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