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1455 Court Street, Clearwater, Florida 33756 727.449.9800 * www.lawyergriffin.comINITIAL PROBATE AND/OR TRUST ADMINISTRATION QUESTIONNAIRE Please accept our sincere condolences on your loss. We know
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How to fill out probate and trust settlement
How to fill out probate and trust settlement
01
Gather all necessary documents such as will, trust documents, death certificate, and other relevant paperwork.
02
Identify and list all assets and liabilities of the deceased.
03
Determine if probate is required based on the value of assets and state laws.
04
File the necessary paperwork with the probate court, if required.
05
Notify all beneficiaries and creditors of the deceased.
06
Pay off any debts and distribute remaining assets according to the will or trust documents.
07
Close the estate and file a final report with the probate court.
Who needs probate and trust settlement?
01
Anyone who has been named as an executor or trustee of a deceased person's estate.
02
Beneficiaries named in a will or trust who are entitled to receive assets from the estate.
03
Creditors who are owed money by the deceased and need to make a claim against the estate.
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