There are quite a lot of documents involved in estate planning and probate. In order to maintain a sense of organization and efficiency, individuals are encouraged to bring along specific documents that will clarify any questionable issues and expedite the process.
The most important document to bring to a probate court is the death certificate. This cannot be a copy and should be a signed original.
Will and Testament
During the estate planning process, the individual would have created a Will and Testament. This document must be brought to probate. Typically, the estate planning attorney will be responsible for gathering this document and presenting it to the court during probate.
Heirs and Addresses
During estate planning, a list of eligible heirs and their contact information was provided to the attorney. This information should be brought to court either by an executor or the estate planning attorney.
Lists of Assets
During estate planning, a complete list of assets will be created. This list should include:
- Name and description of the asset
- Location of the asset
- Value of the asset
This list may be provided by the estate planning attorney or one of the heirs.
List of Debts
During probate it is imperative that a list of debts and creditors be provided to the court. This will include any outstanding loans, credit card debts, and other obligations in the deceased’s name that will need to be taken care of before probate can be completed.
Latest posts by Ellen LaPlante (see all)
- Veterans Aid and Attendance Special Pension Can Ease the Burden - December 26, 2018
- DIY Estate Planning Is Risky Business - December 12, 2018
- Why Would You Use an Irrevocable Trust? - November 8, 2018