This is not a substitute for legal advice. An attorney must be consulted.

"This work is protected under the copyright laws of the United States. No reproduction, use, or disclosure of this work shall be permitted without the prior express written authorization of the copyright owner. Copyright © 2003 by LAWCHEK, LTD."

PROBATE CHECKLIST

A. Identity of Last Will and Testament including:
Name of testator
Date
Witness(es)                                                    and
Notary
Place of signing

B. Identity of the Testator:
Full name of Testator
Age of Testator
Date of birth of Testator
Full address and phone number of Testator


C. Heirs of Testator:

Name Address Phone Number

Wife


Children


Parents


Brothers/Sisters


Other Relative


Executor’s Relationship (describe relationship to decedent)

D. Personal Property of Decedent:

Name of Bank Address Phone Number Account Number




Name of Bank Address Phone Number Account Number




E. Listing of Stock Certificates:

Name of Company Name of Broker (address
and phone number) Number of
Shares Value Per
Share




Name of Company Name of Broker (address
and phone number) Number of
Shares Value Per
Share

This is not a substitute for legal advice. An attorney must be consulted.
Copyright © 2003 - 2013 by LAWCHEK, LTD.

F. Bonds:

Name of Entity (address and phone number) Amount of Bond Bonds Cashed





Name of Entity (address and phone number) Amount of Bond Bonds Cashed





G. Jewelry:

ITEMS





H. Automobiles:

Make of Vehicle Year of Vehicle License of Vehicle Value of Vehicle



Make of Vehicle Year of Vehicle License of Vehicle Value of Vehicle



I. Equipment:

Description of Equipment Location of Equipment Value of Equipment





Description of Equipment Location of Equipment Value of Equipment





J. Commodities:

Type of Commodity Amount of Commodity Location of Commodity Value of Commodity





Type of Commodity Amount of Commodity Location of Commodity Value of Commodity

This is not a substitute for legal advice. An attorney must be consulted.
Copyright © 2003 - 2013 by LAWCHEK, LTD.

K. Livestock/Animals:

Description of Livestock/Animals Location of Livestock/Animals Value of Livestock/Animals





Description of Livestock/Animals Location of Livestock/Animals Value of Livestock/Animals





L. Real Estate:

Address of Residence Legal Description of Residence Value of Residence










M. Other Real Property:

Address of Other Real Property Legal Description of Other Real Property Value of Other Real Property





Address of Other Real Property Legal Description of Other Real Property Value of Other Real Property





N. Name of Executor(s):

                                            Address:


Phone Number:

                                            Address:


Phone Number:

O. Amount of Required Bond: $
P. Use of Bonding Company:

Name of Bonding Company Address of Bonding Company Phone Number of Bonding Company

Q. Name of Attorney(s):

Name of Attorney Address Phone Number





Name of Attorney Address Phone Number





R. Location of Principal Domicile for Probate Purposes:

Name of Court Location of Court and Address State of Court




S. Listing of Creditors:

Name of Account Address of Account Number of Accounts





T. Name of Care Provider:

Name Address Phone Number




Name Address Phone Number




U. Amounts Due to Decedent Not Listed Above:
(such as a chose in action, contract amounts due, etc.)




V. Identity of Individual:

Address of Individual Phone Number of Individual

THE FOREGOING IS A SAMPLE FORM ONLY. IT MAY OR MAY NOT SUIT AN INDIVIDUAL ESTATE OR EXECUTOR’S PURPOSES; THEREFORE, AN ATTORNEY MUST BE CONSULTED. THE FOREGOING IS NOT A SUBSTITUTE FOR LEGAL ADVICE. IT IS INTENDED TO BE A GENERIC FORM FOR THE PURPOSE OF DISCUSSION WITH AN ATTORNEY ONLY.