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 © 1994 - 2015 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 © 1994 - 2015 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

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 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.

This is not a substitute for legal advice.  An attorney must be consulted.
Copyright © 1994 - 2015 by LAWCHEK, LTD.