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PROBATE & ESTATE PLANNING SECTION Attachment for Friday, April 19, 2024, Committee on Special Projects and Meeting of the Council of the Probate and Estate Planning Section at the University Club
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How to fill out home - probate amp
01
Identify if you are the executor of the estate or if you have been appointed by the court to handle the probate process.
02
Gather all the necessary documents such as the will, death certificate, list of assets and debts of the deceased.
03
File a petition with the probate court to open the probate case.
04
Notify all beneficiaries and creditors of the estate.
05
Complete an inventory of the estate assets.
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Pay any outstanding debts and taxes of the estate.
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Distribute the remaining assets to the beneficiaries as outlined in the will or as determined by state law.
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Close the probate case with the court once all requirements have been met.
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Individuals who have been appointed as executors of an estate.
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Individuals who have to handle the probate process for a deceased person's estate.
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