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PROBATE & ESTATE PLANNING SECTION Agenda and Attachments for Friday, March 11, 2022, Meeting of Committee on Special Projects (CSP) and Meeting of the Council of the Probate and Estate Planning Section

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Determine if probate is necessary based on the value and type of assets.

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File the necessary paperwork with the probate court.

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What is probate amp estate planning?

Probate and estate planning is the legal process of administering the assets and properties of a deceased individual, ensuring that they are distributed according to their wishes.

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The executor or personal representative of the deceased individual's estate is typically required to file probate and estate planning documents.

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Probate and estate planning documents can be filled out by following the instructions provided by the court or with the assistance of a legal professional.

What is the purpose of probate amp estate planning?

The purpose of probate and estate planning is to ensure that the deceased individual's assets are distributed correctly and according to their wishes.

What information must be reported on probate amp estate planning?

Information such as the deceased individual's assets, debts, beneficiaries, and any wills or trusts must be reported on probate and estate planning documents.

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