Use this Probate Checklist To Get Started
Probate can be so difficult and figuring out where to start can take a lot of energy! We understand that California probate laws require you to collect a lot of information and to be prepared to give that information over to an attorney to start probate properly is overwhelming at times. That is why we created this probate checklist to help you know what things to hold on to and put together so that when you get ready to start probate you have everything you need right there.
You Will Not Have All Items Listed in the Probate Checklist:
A lot of people worry that they have not completed every single item in the probate checklist. Do not worry! This is because we try to cover everything that could possibly be in an estate. This does not mean that your loved one will have everything in the Probate Checklist. We understand that this is something that takes time to pull together and that it is often emotional for things you did not expect to be. This is why we made this Probate Checklist readily available and easy to use. We want to make sure that you have as much help as possible and providing a way for you to know what to look for when dealing with things and preparing for Probate and even determining if you have to do probate for your loved one’s estate is important.
Our Probate Checklist gives you a list you can check off and make sure that you are ready for all the questions you will be asked and you need to answer in advance and that can help you deal with this very stressful situation.
Here is some of what you can expect in the probate checklist and for an attorney to ask you in preparing for probate:
- Personal Representative Information (Your information if you are the one handling the probate.)
- Information about the Deceased Person
- List of properties owned by decedent at death
- Stocks, Bonds, Mutual Fund Shares, and Treasury Instruments
- Bank Accounts
- Personal Property, Household Items, Vehicles ETC.
- Businesses, Partnerships, and Joint Ventures
- Estate Planning Documents
This is not everything that will be asked but request a copy of our Preparing For Probate Checklist and you can be ready to answer the questions that an attorney will ask in helping you to open probate. We believe that an educated client is the best kind of client and sharing this in advance of ever making an appointment to talk with one of our attorneys will help both us and you be better able to accomplish this often difficult task.