If you’re named as the Executor in a loved one’s Will, or as the Successor Trustee of their trust, you’ll need to be prepared to evaluate the estate with the attorney who will help you through the estate administration process. How the estate will be administered (especially whether a Probate is needed – and the type of probate ) will be determined by the estate review.

Gathering the Necessary Information

In order for your attorney to evaluate the estate and properly advise you in the procedures the estate will have to go through, you’ll need to bring as much information to your appointment as possible.

Generally, here’s what you’ll need to bring with you to the initial estate appointment:

• a certified copy of the death certificate;
• the original Will (if there is one);
• the original trust (if there is one)
• the names and addresses of the decedent’s family members and all of the beneficiaries named in the Will or trust;
• the most recent statements for all accounts owned by decedent, whether just in their name or jointly with any other person;
• vehicle titles;
• copies of stock certificates and savings bonds;
• deeds to real estate;
• a copy of the funeral bill; and
• copies of any debt information (mortgages, credit cards, car loans, final medical expenses, etc.)

If you have questions about the beginning of the estate process, read our Frequently Asked Estate Questions.

Legacy Law Group is here to help guide you through the estate process. Contact us at 419-872-7670 or request an appointment through our website to set up an appointment to discuss your estate administration needs.