Estate of ______________________________
Date of death ________________________
BENEFICIARIES
Name |
Relationship |
|---|---|
Date of will ___________________________
Date of trust _____________________
Estimated Completion or Due Date |
Date Completed |
|
|---|---|---|
Obtain original will |
||
Obtain copy of trust |
||
Arrange funeral |
||
Select attorney |
||
Arrange for: |
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Special administration |
||
Family allowance |
||
Elective share |
||
Gather information: |
||
Obtain names, addresses, and phone numbers of all beneficiaries |
||
Obtain birthdates for all minors |
||
Obtain birthdates of individuals whose inheritance is contingent on attainment of a certain age |
||
Obtain names and addresses of witnesses to will |
||
Prepare inventory of probate assets |
||
Prepare inventory of nonprobate assets |
||
Obtain list of insurance policies |
||
Prepare list of known debts |
||
Obtain copies of deeds, leases, contracts, etc. |
||
Estimated Completion or Due Date |
Date Completed |
|
Obtain copies of 401(k), profit-sharing, IRA, and other employee benefit plan documents |
||
Obtain copies of income, gift, or other tax returns filed by the decedent |
||
Retain advisors (if needed): |
||
Accountant |
||
Investment advisor |
||
Realtor |
||
Insurance agent |
||
Bank |
||
Other |
||
Review will and trust with family |
||
Assemble and protect assets: |
||
Secure residence |
||
Safeguard personal items |
||
Store automobile |
||
Change mailing address |
||
Reregister bank and other accounts |
||
Insure real estate and other property |
||
Evaluate securities and other financial assets |
||
Arrange for the management of the decedent’s business |
||
Estimate cash requirements |
||
Raise needed cash |
||
Pay claims |
||
File tax returns: |
||
Decedent’s final income tax returns |
||
Fiduciary income tax returns |
||
Federal estate tax return |
||
State inheritance tax return |
||
Exercise tax elections |
||
Prepare accountings: |
||
Annual |
||
Final |
||
Pay administration expenses: |
||
Attorney’s fees |
||
Executor’s fees |
||
Appraiser fees |
||
Advisor fees |
||
Estimated Completion or Due Date |
Date Completed |
|
Debts |
||
Taxes |
||
Other |
||
File Form 5495, Request for Discharge from Personal Liability |
||
Final distribution of assets |
||
Obtain receipts and release from beneficiaries |
||
Obtain discharge from court |