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Probate Conference Checklist

(This information is helpful but not necessary for the initial conference.)

  1. Original of Will and/or Trust and/or Community Property Agreement
  2. Certified copy of Death Certificate
  3. Names and addresses of children of decedent
  4. Copies of:
  • Deeds, Mortgages, Contracts, Notes
  • Tax statements
  •  Stock certificates
  • Bonds, Notes, etc.
  • Brokerage account statements
  • Mutual fund statements
  • Bank and credit union statements
  • Insurance policies
  • Annuities
  • Other investments
  • Vehicle title(s)

5.  Copy of most recent tax return
6.  Names of professional advisers

 

Elizabeth A. Perry, a member of the National Academy of Elder Law Attorneys, has been helping Clark County residents with their estate planning needs for over 20 years. Her practice emphasizes wills, trusts, probate and Medicaid planning. You are invited to call her to schedule an appointment or sign up for a class at (360) 816-2485. ©Liz Perry 2015

 (The above should not be construed as specific legal advice and is intended for general information purposes only)

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