Here is a checklist of important documents to begin probate or trust administration.
Occasionally, this can be an overwhelming and emotional time. Therefore, reading this checklist before a death occurs is a good idea to plan and understand the practical steps of this difficult process.
It is also helpful to keep all your important information in one location and tell someone where you keep it. Here is a checklist of documents to gather:
Revocable trust documents
Contact information for heirs
Pre- or post-nuptial agreements
Previous three years of federal and state income and gift tax returns
Life insurance policies
Real estate deeds
Statements of financial accounts
Contracts and business agreement documents
Appraisals for high-value art, collectibles, or jewelry
Inventory of other known assets
Known debts & bills (invoices or statements)
List of ongoing bills and how they are normally paid
Medical and funeral expenses (paid contract)
Safety Deposit Box keys
We are equipped to provide affordable and timely probate services for settling an estate with property in any of Florida’s 66 counties.