Estate Administration Checklist

Transcription

1 Estate Administration Checklist Decedent name and address County of Residence: Miscellaneous decedent information SS#: Occupation: Date of Death: Date of Birth: Citizenship (USA or Other)? AKA or other Names: Previous Marriages: Spouse name and address County of Residence: Miscellaneous spouse information SS#: Occupation: Date of Death: Date of Birth: Citizenship (USA or Other)? AKA or other Names: Previous Marriages: Phone Numbers Home: Work: Cell: Fax: Executor Information Name: SS#: Phone: (H): (W): Co-Executor Information Name: SS#: Phone: (H): (W): (Cell): (Fax): (Cell): (Fax):

2 Children information

3 Children information

4 Children of Prior Marriages (if applicable)

5 Children of Prior Marriages (if applicable)

6 Individuals Mentioned in the Will _ Phone: Home: Work: SS#: Relation: Phone: Home: Work: SS#: Relation: Phone: Home: Work: SS#: Relation: Phone: Home: Work: SS#: Relation: Phone: Home: Work: SS#: Relation: Phone: Home: Work: SS#: Relation:

7 Charitable Beneficiaries Under Will Charity Name: Phone: EIN: Special Purpose: Charity Name: Phone: EIN: Special Purpose: Charity Name: Phone: EIN: Special Purpose: Charity Name: Phone: EIN: Special Purpose: Charity Name: Phone: EIN: Special Purpose: Charity Name: Phone: EIN: Special Purpose:

8 Father Decedent's Family Information Mother Siblings

9 Cash Accounts Name of Bank, S&L, or Type of Account Date of Death Credit Union (Checking, Savings, CD) Account Number Names on Account Balance Real Estate Type of Property Cost Remaining Assessed Market Address Residence, Rental, etc Names on Title Basis Mortgage Value Value

10 Stocks, Bonds, Mutual Funds, or Annuities # of Shares Fund or Company Name Type of Security Names on Account Cost Basis Date of Death Value IRA's, 401(k), 403(b), or other Retirement Type Accounts # of Shares Fund or Company Name Type of Security Names on Account Cost Basis Date of Death Value

11 Policy Type (Term, Decedent's Life Insurance Company Name Whole Life, Group) Policy Number Owner Beneficiaries Loans Against Cash Value Face Amount Miscellaneous Property (Auto, Boat, RV, Coin Collection, etc.) Description ID Number (VIN, etc.) Names on Title Remaining Loans Value

12 Did the decedent own a lock box? Yes No Miscellaneous Information If Yes: Where?, Names on Box? What property is in the box? Was the decedent in the Armed Forces? Yes No If Yes: Branch:, Dates of Service: Are there any death benefits? Did the decedent make lifetime gifts over $10,000? Yes No If Yes: To Whom?, Amount: Did the decedent have any ownership interests in a business (such as an S-Corp, Partnership, Privately Held Company)? Yes No If Yes, describe (name, address, restrictive agreements): Did the decedent ever live in any of the following states: California, Texas, New Mexico, Arizona, Washington, Louisiana, Nevada, Wisconsin or Idaho? Yes No If Yes: list any major assets purchased in those states: Please provide information for the following: Name Phone Number Address CPA Broker Life Insurance Agent Bank Preference

13 Loans, Debts or other Liabilities (Credit Cards, Car Loans, Utilities, etc.) Description Account Number Names on Account Remaining Balance Secured by Asset?