Wills and Estates

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Sample Check List

PROBATE CHECKLIST A. Identity of Last Will and Testament including: Name of testator Willis G. Knob1 Date December 1, 19442 Witness(es) Millie A. Johns3 and Wilbur T. Gates3 Notary J.J. Clarence4 Place of signing Kansas City, Missouri5 B. Identity of the Testator: Full name of Testator Willis Gardner Knob6 Age of Testator 917 Date of birth of Testator November 14, 19058 Full address and phone number of Testator 1223 Blake Ave, N.9 Kansas City, MO C. Heirs of Testator: Name Address Phone Number Wife  Blaze N  1223 Blake Ave. N.  Kansas City, MO  438-211010 Children  None                                                                           11 Parents  Deceased                                                                           12 Brothers/Sisters  Deceased                                                                           13 Other Relative  Fred Biltsow (Nephew)  1223 Blake Ave. N.  Kansas City, MO  438-211014 Executor’s Relationship (describe relationship to decedent)      Nephew15 D. Personal Property of Decedent: Name of Bank Address Phone Number Account Number First National 2 Star Center Kansas City, MO 332-1496 4436-1129016 Name of Bank Address Phone Number Account Number                                                                                                         17 E. Listing of Stock Certificates: Name of Company18 Name of Broker (address and phone number)19 Number of Shares20 Value Per Share21 IBM None 4329 To be determined Name of Company18 Name of Broker (address and phone number)19 Number of Shares20 Value Per Share21 Viacom None 1250 To be determined Name of Company18 Name of Broker (address and phone number)19 Number of Shares20 Value Per Share21 General Mills None 2521 To be determined This is not a substitute for legal advice.  An attorney must be consulted. Copyright © 1994 - 2015 by LAWCHEK, LTD.

 

F. Bonds: Name of Entity (address and phone number)22 Amount of Bond23 Bonds Cashed24 Chernobyl Electric $400,000 None Name of Entity (address and phone number)22 Amount of Bond23 Bonds Cashed24                                                                                                                                                                               G. Jewelry:25 ITEMS Ring25 $1,00026                           H. Automobiles: Make of Vehicle27 Year of Vehicle28 License of Vehicle29 Value of Vehicle30 Ford Fairlane 1962 BL15D4 $250 Make of Vehicle27 Year of Vehicle28 License of Vehicle29 Value of Vehicle30                                                                                                                 I. Equipment: Description of Equipment31 Location of Equipment32 Value of Equipment33 Garden Tractor - Sears 1223 Blake Ave. N. $800 Kansas City, MO Description of Equipment31 Location of Equipment32 Value of Equipment33 Table Saw 1223 Blake Ave. N. $300 Kansas City, MO Description of Equipment31 Location of Equipment32 Value of Equipment33 File Cabinet 1223 Blake Ave. N. $50 Kansas City, MO J. Commodities: Type of Commodity34 Amount of Commodity35 Location of Commodity36 Value of Commodity37 Corn 28,000 Bu. Fielders Grain               Type of Commodity34 Amount of Commodity35 Location of Commodity36 Value of Commodity37 Beans 35,00 Bu. Fielders Grain                     This is not a substitute for legal advice.  An attorney must be consulted. Copyright © 1994 - 2015 by LAWCHEK, LTD.

 

K. Livestock/Animals: Description of Livestock/Animals38 Location of Livestock/Animals39 Value of Livestock/Animals40 20 Sheep Fielders Grain $150 Auxiliary Farm RFD, Kansas City, MO Description of Livestock/Animals38 Location of Livestock/Animals39 Value of Livestock/Animals40                                                                                                                                                                                          L. Real Estate: Address of Residence41 Legal Description of Residence42 Value of Residence43 1223 Blake Ave. N. Kansas City, MO Lot 23 Faradays Third Edition $480,000 M. Other Real Property: Address of Other Real Property44 Legal Description of Other Real Property45 Value of Other Real Property46 Fielders Grain and Auxiliary Farm RFD, Kansas City, MO Sec. 4 R 12 $4,820,000 Address of Other Real Property44 Legal Description of Other Real Property45 Value of Other Real Property46                                                                                                          N. Name of Executor(s): Fred Biltsow47 Address: 1223 Blake Ave. No.48 Kansas City, MO Phone Number: 438-2110                         Address:                                                                       Phone Number:                                    O. Amount of Required Bond: $5,000,00049 P. Use of Bonding Company: Name of Bonding Company50 Address of Bonding Company51 Phone Number of Bonding Company52 United Security 2820 Hillview Kansas City, Missouri 643-2114   This is not a substitute for legal advice.  An attorney must be consulted. Copyright © 1994 - 2015 by LAWCHEK, LTD.

 

Q. Name of Attorney(s): Name of Attorney53 Address54 Phone Number55 John Leitz 420 L. Ave. Kansas City, MO 723-1994 Name of Attorney53 Address54 Phone Number55                                                                                                            R. Location of Principal Domicile for Probate Purposes: Name of Court56 Location of Court and Address57 State of Court58 State District Court 300 Court St. Missouri S. Listing of Creditors: Name of Account59 Address of Account60 Number of Accounts61 Felix Paint 212 Luster St. Kansas City, MO 1 at $1300 T. Name of Care Provider: Name62 Address63 Phone Number64 Dr. Wm. Johns 10 Glass Plaza Kansas City, MO 433-4964 Name62 Address63 Phone Number64                                                                                                                                             U. Amounts Due to Decedent Not Listed Above: (such as a chose in action, contract amounts due, etc.)65  Farmers Grain          Independence, MO (NOTE)          $280,000                                                                                                                                                                                                                                                             V. Identity of Individual: Address of Individual66 Phone Number of Individual67 1223 Ave. N. Kansas City, MO 438-2110   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. This is not a substitute for legal advice.  An attorney must be consulted. Copyright © 1994 - 2015 by LAWCHEK, LTD.

 

The form above is an example of how a typical Checklist form may be completed.

1. The name of the testator is indicated.  This should be the testator's full name.

2. The date of the testator's will is noted because this Checklist is a guideline.

3. The full names of the witnesses should be set forth, including addresses if known.

4. The name of the Notary Public since the notary in many states will serve as a substitute witness to the individual witnesses.

5. The place of signing verifies the identity of the location where the will was signed.  A full address should be indicated.

6. The full name of the testator is provided.

7. The age of the testator should be set forth.

8. The date of birth of the testator is indicated for past record verification.

9. The complete address of the testator should be set forth.

10. The name, address, and phone number of the testator's spouse should be indicated.

11. The names of any children of the testator should be set forth.  In the instance where there are several children, they should all be identified with full names, addresses, and phone numbers.

12. The identity of the parents of the testator should be set forth with particularity.

13. Any brothers and sisters of the testator should be identified with names, addresses, and phone numbers.

14. Any additional relatives of the testator should be set forth.  The relationship of the relatives to the testator should be indicated.

15. If the executor is related to the testator, the relationship should be identified.

16. The personal property of the decedent should be identified.  In this case, a bank account was identified.

17. Any additional personal property, such as other accounts, may be identified.

18. The listing of the certificates should be set forth.

19. The name of a stockbroker, along with the address and phone number of the stockbroker.

20. The full number of shares should be set forth.

21. The valuation for the stock should be set forth, including a particular time for the valuation.

22. Information regarding any bonds held by the testator should be provided.

23. The amount of any bonds should be set forth.  Generally, and face value is noted.

24. If the bonds were cashed, it should be indicated.  The amount received for the bonds should also be included.

25. Any jewelry should be identified.

26. The value of the jewelry should be provided.

27. Automobiles should be identified with particularity.

28. The year of each vehicle should be noted.

29. The license of each vehicle should be provided, along with the state in which the vehicle is licensed.

30. The value of each vehicle should be indicated.

31. Any equipment owned by the testator should be identified.

32. The location of the equipment by address or by identity of the individual who may have possession of the equipment.

33. The value of the equipment should be set forth.

34. Any commodities owned by the testator should be identified.

35. The amount of the commodities should be indicated.

36. The location of the commodities should be set forth with as much particularity as possible.

37. Due to the fluctuation of commodities, the value in most cases would be the value at the time of death.

38. The identity of any livestock.

39. The location of any livestock should be set forth with particularity.

40. The value of the livestock should be provided.

41. The address of the residence of the testator should be provided.

42. The legal description of the property, if available, should be set forth.

43. The value of the property should be indicated.

44. Any other real estate owned by the testator should be noted.

45. The legal description of other real estate should be set forth.

46. The value of the real estate should be noted.

47. The full name of the executor should be set forth.

48. The full address of the executor should be provided.

49. The amount of bond, if bond is required, should be noted.

50. The name of the bonding company should be provided.

51. The address of the bonding company.

52. The phone number of the bonding company.

53. The name of the attorney.

54. The address of the attorney.

55. The phone number of the attorney

56. The name of the court where the probate occurs.

57. The street address of the court.

58. The state in which the court is located.

59. The identity of any creditors.

60. The address of any creditors.

61. The number of accounts and any amounts that may be due.

62. The names of any care providers.

63. The addresses of any care providers.

64. The phone numbers of any care providers.

65. The amounts due to the decedent which may not have been identified in the earlier part of this Checklist.  This form, or a similar one, is generally used by attorneys during the initial conference and may be somewhat dated.  Consequently, this section usually serves as a catchall when certain items have not been set forth.

66. The address of the individual completing this form.

67. The phone number of the individual completing this form.

This is not a substitute for legal advice.  An attorney must be consulted.
Copyright © 1994 - 2021 by LAWCHEK, LTD.