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IOWA NECESSARY DOCUMENTS FOR ENDOCRINE PREPARATION February 17, 2022 3:00 PM Virtual Presentation Deborah D. Boddiewww.probatelawdc.com202.387.5800 Page 1PLANNING FOR INCAPACITYDURABLE POWER OF ATTORNEY

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Gather all necessary documents related to the deceased person's estate, such as wills, deeds, financial statements, and insurance policies.

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Determine the assets and liabilities of the estate, including real estate, bank accounts, investments, debts, and other valuables.

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Identify and notify beneficiaries and heirs of the estate.

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File the necessary legal documents with the probate court, if required.

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Pay any outstanding debts and taxes of the estate.

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Distribute the assets of the estate to the beneficiaries according to the wishes of the deceased person.

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Anyone who has been named as the executor of an estate in a will.

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Family members or beneficiaries who need to settle the affairs of a deceased loved one.

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Lawyers or professionals who specialize in estate planning and administration.

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An estate refers to the total assets, liabilities, and legal rights of an individual at the time of their death.

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The executor or personal representative of the deceased individual's estate is typically responsible for filing the estate.

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To fill out an estate, the executor must gather information on the deceased individual's assets, debts, and legal documents, and then submit the necessary forms to the probate court.

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The purpose of an estate is to ensure that the deceased individual's assets are distributed according to their wishes or state laws.

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Information such as the deceased individual's assets, debts, beneficiaries, and any relevant legal documents must be reported on the estate form.

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