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If your loved one has passed away, we can assist you with probating the will and estate administration matters. You may wish to refer to the will section of the website for answers to frequently asked questions. You should begin to gather the will for our first meeting and create a family tree with names and addresses of immediate relatives and people named in the will. In handling the estate, the attorney for the decedent's estate should receive any of the following items owned or controlled by the decedent, including any items held in joint ownership by the decedent and any other person.
- Last Will and Testament
- Codicils to Last Will and Testament
- Death certificates
- Unpaid bills, medical bills, funeral bills
- Real estate tax bills
- Credit cards and loans/mortgage documents
- Promissory notes (deceased was lender or mortgage holder in a private transaction)
- Checkbooks
- Bank books
- Bank statements
- Marriage and birth certificates (if needed)
- Divorce Decree (if applicable)
- Income tax returns (for three years prior to death)
- Gift tax returns (for all previous years since 1976)
- Social security benefits
- Investment records
- Brokerage statements
- Stockholder agreements and partnership agreements
- Stock and bond certificates
- Insurance policies
- Automobile, motorcycle, boat, motor home licenses, registrations and title documents
- Deeds, leases and real estate contracts, vacation share property
- Frequent flyer account statements
- Death Certificate for deceased spouse (if applicable) and any deceased persons named as beneficiaries in the will
- Evidence of business ownership interest
- Intellectual property (copyright registration, patents/patent applications, trademark registration, licenses)