Your Information
Please answer these questions to tell us who you are.
Please enter your full name below:
First Name
Middle Name
Last Name
Suffix
Please enter your email below:
example@example.com
Please enter your phone number below:
Please enter a valid phone number.
Format: (000) 000-0000.
Please enter your street address below:
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Is your mailing address different than what you entered above?
Yes
No
Please enter your mailing address below:
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Upload two forms of photo ID here.
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Please snap a selfie & upload here from your camera roll to verify that you are who you say you are.
Browse Files
Drag and drop files here
Choose a file
Cancel
of
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Your relationship with the deceased.
Please answer the following to give us a little bit of background on how you know the deceased.
What is your relationship to the deceased?
Spouse of deceased
Child of deceased
Sibling of deceased
Parent of deceased
Non-immediate family member of deceased
Friend of deceased
Court-appointed Executor / Personal Representative
Other
Please specify your relationship to the deceased in further detail.
Please Select
Aunt
Uncle
Cousin
Niece
Nephew
Grandchild
Grandparent
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Please tell us about your loved one who passed away.
We will need this information to get started on his/her estate.
What is his or her name?
First Name
Middle Name
Last Name
Suffix
What was their most recent address?
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Please enter their date of birth below:
Please enter your loved one's date of death below:
-
Month
-
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Was your loved one a veteran of the US armed forces?
Yes
No
Not sure
Was the deceased active-duty military?
Yes
No
Not sure
Has an obituary been posted for your loved one yet?
Yes
No
Are you in posession of their original death certificate?
Yes
No
Ordered and waiting to receive it
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Real Estate
Let's first walk through any property you are aware of that he/she owned.
Did the decedent own a home or any other real property?
Yes
No
Not sure
Was the decedent renting any property in addition to what they owned?
Yes
No
Not sure
Was the decedent renting?
Yes
No
Not sure
Do you know when the lease ends?
Yes
No
Not sure
Do you know the name of the landlord?
Yes
No
Not sure
Please enter the name of the landlord (or management company) below:
Did the decedent have renters insurance?
Yes
No
Not sure
How many properties/homes did the deceased own that you know of?
What type of property/home did the deceased own?
Primary Residence
Vacation Residence
Rental Property
Commercial Property (i.e., storefront)
Undeveloped Land
Did the decedent have homeowners insurance?
Yes
No
Not sure
Do you know the name of the homeowners insurance provider?
Yes
No
Not sure
Please select the name of the homeowners insurance provider:
Allstate
Chubb
Geico
Liberty Mutual
Nationwide
Progressive
State Farm
Travelers
USAA
Other
Is the property located at the address you entered for your deceased loved on, above?
Yes
No
Do you know the exact address of this property?
Yes
No
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Where is the property located?
Please Select
Not sure
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
Florida
Georgia
Hawaii
Idaho
IllinoisIndiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
MontanaNebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
PennsylvaniaRhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Is the property located in the United States?
Yes
No
Not sure
What country is the property located in?
Do you know if the property has a mortgage, line of credit or HELOC?
Yes
No
Not sure
Do you know the specific type of debt secured by this property?
Mortgage
Second Mortgage
Line of Credt
HELOC
Are you aware of whether or not the home is part of a Homeowner's Association (HOA)?
Yes
No
Not sure
Is the property owned by a business other than a sole proprietorship or single-member LLC?
Yes
No
Not sure
Are you aware of whether or not the property is part of a building association, property management association or commercial plaza?
Yes
No
Not sure
Does the property currently have active tenants?
Yes - Commercial Tenants
Yes - Residential Tenants
Yes - Commerical and Residential Tenants
No
Not sure
Is anyone (including you) currently living in the home?
Yes
No
Not sure
How many people are living in the home?
Do you know how the home is titled? (i.e. whose name is on the deed?)
Yes
No
Not sure
Did the deceased share ownership with others?
Yes
No
Who did the deceased share ownership with?
Is the property currently actively listed by a company such as VRBO, AirBNB, etc.?
Yes
No
Not sure
Since there are multiple properties, we will go through the next few questions one property at a time.
PROPERTY 1
PROPERTY 1: Do you know the exact address of this property?
Yes
No
PROPERTY 1: Is the property located in the United States?
Yes
No
Not sure
PROPERTY 1: What country is the property located in?
Please enter the address of Property 1 below:
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
PROPERTY 1: Please select the state where the property is located if you know it.
Please Select
Not sure
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
Florida
Georgia
Hawaii
Idaho
IllinoisIndiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
MontanaNebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
PennsylvaniaRhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
PROPERTY 1: What type of property/home did the deceased own?
Primary Residence
Vacation Residence
Rental Property
Commercial Property (i.e., storefront)
Undeveloped Land
PROPERTY 1: Did the decedent have homeowners insurance on this property?
Yes
No
Not sure
PROPERTY 1: Do you know the name of the homeowners insurance provider?
Yes
No
Not sure
PROPERTY 1: Please select the name of the homeowners insurance provider:
Allstate
Chubb
Geico
Liberty Mutual
Nationwide
Progressive
State Farm
Travelers
USAA
Other
PROPERTY 1: Do you know if the property has a mortgage, line of credit or HELOC?
Yes
No
Not sure
PROPERTY 1: Do you know the specific type of debt secured by this property?
Mortgage
Second Mortgage
Line of Credt
HELOC
PROPERTY 1: Are you aware of whether or not the home is part of a Homeowner's Association (HOA)?
Yes
No
Not sure
PROPERTY 1: Is the property owned by a business other than a sole proprietorship or single-member LLC?
Yes
No
Not sure
PROPERTY 1: Are you aware of whether or not the property is part of a building association, property management association or commercial plaza?
Yes
No
Not sure
PROPERTY 1: Does the property currently have active tenants?
Yes - Commercial Tenants
Yes - Residential Tenants
Yes - Commerical and Residential Tenants
No
Not sure
PROPERTY 1: Is anyone (including you) currently living in the home?
Yes
No
Not sure
PROPERTY 1: How many people are living in the home?
PROPERTY 1: Do you know how the home is titled? (i.e. whose name is on the deed?)
Yes
No
Not sure
PROPERTY 1: Did the deceased share ownership with others?
Yes
No
PROPERTY 1: Who did the deceased share ownership with?
PROPERTY 1: Is the property currently actively listed by a company such as VRBO, AirBNB, etc.?
Yes
No
Not sure
PROPERTY 2
PROPERTY 2: Do you know the exact address of this property?
Yes
No
PROPERTY 2: Do you know if the property is located in the United States?
Yes
No
Not sure
PROPERTY 2: What country is the property located in?
Please enter the address of Property 2 below:
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
PROPERTY 2: Please select the state where the property is located if you know it.
Please Select
Not sure
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
Florida
Georgia
Hawaii
Idaho
IllinoisIndiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
MontanaNebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
PennsylvaniaRhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
PROPERTY 2: What type of property/home did the deceased own?
Primary Residence
Vacation Residence
Rental Property
Commercial Property (i.e., storefront)
Undeveloped Land
PROPERTY 2: Did the decedent have homeowners insurance on this property?
Yes
No
Not sure
PROPERTY 2: Do you know the name of the homeowners insurance provider?
Yes
No
Not sure
PROPERTY 2: Please select the name of the homeowners insurance provider:
Allstate
Chubb
Geico
Liberty Mutual
Nationwide
Progressive
State Farm
Travelers
USAA
Other
PROPERTY 2: Do you know if the property has a mortgage, line of credit or HELOC?
Yes
No
Not sure
PROPERTY 2: Do you know the specific type of debt secured by this property?
Mortgage
Second Mortgage
Line of Credt
HELOC
PROPERTY 2: Are you aware of whether or not the home is part of a Homeowner's Association (HOA)?
Yes
No
Not sure
PROPERTY 2: Is the property owned by a business other than a sole proprietorship or single-member LLC?
Yes
No
Not sure
PROPERTY 2: Are you aware of whether or not the property is part of a building association, property management association or commercial plaza?
Yes
No
Not sure
PROPERTY 2: Does the property currently have active tenants?
Yes - Commercial Tenants
Yes - Residential Tenants
Yes - Commerical and Residential Tenants
No
Not sure
PROPERTY 2: Is anyone (including you) currently living in the home?
Yes
No
Not sure
PROPERTY 2: How many people are living in the home?
PROPERTY 2: Do you know how the home is titled? (i.e. whose name is on the deed?)
Yes
No
Not sure
PROPERTY 2: Did the deceased share ownership with others?
Yes
No
PROPERTY 2: Who did the deceased share ownership with?
PROPERTY 2: Is the property currently actively listed by a company such as VRBO, AirBNB, etc.?
Yes
No
Not sure
PROPERTY 3
PROPERTY 3: Do you know the exact address of this property?
Yes
No
PROPERTY 3: Do you know if the property is located in the United States?
Yes
No
Not sure
PROPERTY 3: What country is the property located in?
Please enter the address of Property 3 below:
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
PROPERTY 3: Please select the state where the property is located if you know it.
Please Select
Not sure
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
Florida
Georgia
Hawaii
Idaho
IllinoisIndiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
MontanaNebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
PennsylvaniaRhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
PROPERTY 3: What type of property/home did the deceased own?
Primary Residence
Vacation Residence
Rental Property
Commercial Property (i.e., storefront)
Undeveloped Land
PROPERTY 3: Did the decedent have homeowners insurance on this property?
Yes
No
Not sure
PROPERTY 3: Do you know the name of the homeowners insurance provider?
Yes
No
Not sure
PROPERTY 3: Please select the name of the homeowners insurance provider:
Allstate
Chubb
Geico
Liberty Mutual
Nationwide
Progressive
State Farm
Travelers
USAA
Other
PROPERTY 3: Do you know if the property has a mortgage, line of credit or HELOC?
Yes
No
Not sure
PROPERTY 3: Do you know the specific type of debt secured by this property?
Mortgage
Second Mortgage
Line of Credt
HELOC
PROPERTY 3: Are you aware of whether or not the home is part of a Homeowner's Association (HOA)?
Yes
No
Not sure
PROPERTY 3: Is the property owned by a business other than a sole proprietorship or single-member LLC?
Yes
No
Not sure
PROPERTY 3: Are you aware of whether or not the property is part of a building association, property management association or commercial plaza?
Yes
No
Not sure
PROPERTY 3: Does the property currently have active tenants?
Yes - Commercial Tenants
Yes - Residential Tenants
Yes - Commerical and Residential Tenants
No
Not sure
PROPERTY 3: Is anyone (including you) currently living in the home?
Yes
No
Not sure
PROPERTY 3: How many people are living in the home?
PROPERTY 3: Do you know how the home is titled? (i.e. whose name is on the deed?)
Yes
No
Not sure
PROPERTY 3: Did the deceased share ownership with others?
Yes
No
PROPERTY 3: Who did the deceased share ownership with?
PROPERTY 3: Is the property currently actively listed by a company such as VRBO, AirBNB, etc.?
Yes
No
Not sure
PROPERTY 4
PROPERTY 4: Do you know the exact address of this property?
Yes
No
PROPERTY 4: Do you know if the property is located in the United States?
Yes
No
Not sure
PROPERTY 4: What country is the property located in?
Please enter the address of Property 4 below:
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
PROPERTY 4: Please select the state where the property is located if you know it.
Please Select
Not sure
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
Florida
Georgia
Hawaii
Idaho
IllinoisIndiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
MontanaNebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
PennsylvaniaRhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
PROPERTY 4: What type of property/home did the deceased own?
Primary Residence
Vacation Residence
Rental Property
Commercial Property (i.e., storefront)
Undeveloped Land
PROPERTY 4: Did the decedent have homeowners insurance on this property?
Yes
No
Not sure
PROPERTY 4: Do you know the name of the homeowners insurance provider?
Yes
No
Not sure
PROPERTY 4: Please select the name of the homeowners insurance provider:
Allstate
Chubb
Geico
Liberty Mutual
Nationwide
Progressive
State Farm
Travelers
USAA
Other
PROPERTY 4: Do you know if the property has a mortgage, line of credit or HELOC?
Yes
No
Not sure
PROPERTY 4: Do you know the specific type of debt secured by this property?
Mortgage
Second Mortgage
Line of Credt
HELOC
PROPERTY 4: Are you aware of whether or not the home is part of a Homeowner's Association (HOA)?
Yes
No
Not sure
PROPERTY 4: Is the property owned by a business other than a sole proprietorship or single-member LLC?
Yes
No
Not sure
PROPERTY 4: Are you aware of whether or not the property is part of a building association, property management association or commercial plaza?
Yes
No
Not sure
PROPERTY 4: Does the property currently have active tenants?
Yes - Commercial Tenants
Yes - Residential Tenants
Yes - Commerical and Residential Tenants
No
Not sure
PROPERTY 4: Is anyone (including you) currently living in the home?
Yes
No
Not sure
PROPERTY 4: How many people are living in the home?
PROPERTY 4: Do you know how the home is titled? (i.e. whose name is on the deed?)
Yes
No
Not sure
PROPERTY 4: Did the deceased share ownership with others?
Yes
No
PROPERTY 4: Who did the deceased share ownership with?
PROPERTY 4: Is the property currently actively listed by a company such as VRBO, AirBNB, etc.?
Yes
No
Not sure
PROPERTY 5 & Beyond...
Your concierge will contact you to get the details of the other properties.
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Insurance
Are you aware of any life insurance policy(ies) on the deceased's life?
Yes
No
Not sure
How many life insurance policies are you aware of?
Do you know the name of the life insurance provider?
Yes
No
Not sure
Please select the life insurance provider below (select all that apply).
Allstate
Guardian
Lincoln Financial
MassMutual
Mutual of Omaha
Nationwide
New York Life
Northwestern Mutual
Principal Financial
State Farm
USAA
Other
Please write in the name of the life insurance provider below:
Do you know of any named beneficiaries on this policy?
Yes
No
Not sure
Please list the names of the beneficiaries here:
Since there are multiple policies, we will go through the next few questions one policy at a time.
POLICY 1
POLICY 1: Do you know the name of the life insurance provider?
Yes
No
Not sure
POLICY 1: Please select the life insurance provider below (select all that apply).
Allstate
Guardian
Lincoln Financial
MassMutual
Mutual of Omaha
Nationwide
New York Life
Northwestern Mutual
Principal Financial
State Farm
USAA
Other
POLICY 1: Please write in the name of the life insurance provider below:
POLICY 1: Do you know of any named beneficiaries on this policy?
Yes
No
Not sure
POLICY 1: Please list the names of the beneficiaries here:
POLICY 2
POLICY 2: Do you know the name of the life insurance provider?
Yes
No
Not sure
POLICY 2: Please select the life insurance provider below (select all that apply).
Allstate
Guardian
Lincoln Financial
MassMutual
Mutual of Omaha
Nationwide
New York Life
Northwestern Mutual
Principal Financial
State Farm
USAA
Other
POLICY 2: Please write in the name of the life insurance provider below:
POLICY 2: Do you know of any named beneficiaries on this policy?
Yes
No
Not sure
POLICY 2: Please list the names of the beneficiaries here:
POLICY 3
POLICY 3: Do you know the name of the life insurance provider?
Yes
No
Not sure
POLICY 3: Please select the life insurance provider below (select all that apply).
Allstate
Guardian
Lincoln Financial
MassMutual
Mutual of Omaha
Nationwide
New York Life
Northwestern Mutual
Principal Financial
State Farm
USAA
Other
POLICY 3: Please write in the name of the life insurance provider below:
POLICY 3: Do you know of any named beneficiaries on this policy?
Yes
No
Not sure
POLICY 3: Please list the names of the beneficiaries here:
POLICY 4
POLICY 4: Do you know the name of the life insurance provider?
Yes
No
Not sure
POLICY 4: Please select the life insurance provider below (select all that apply).
Allstate
Guardian
Lincoln Financial
MassMutual
Mutual of Omaha
Nationwide
New York Life
Northwestern Mutual
Principal Financial
State Farm
USAA
Other
POLICY 4: Please write in the name of the life insurance provider below:
POLICY 4: Do you know of any named beneficiaries on this policy?
Yes
No
Not sure
POLICY 4: Please list the names of the beneficiaries here:
Did your loved one have health insurance?
Yes
No
Not sure
Please select the name(s) of the health insurance provider(s) (select all that apply).
Aetna
Blue Cross Blue Shield
Cigna
Humana
United Healthcare
Other
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Motor Vehicles and Tangible Property
Please check off all the following items you are aware of that the deceased owned.
Car(s) / Truck(s)
Motorcycle(s) / Motorbike(s)
Boat(s)
Other watercraft(s)(jetskis, etc.)
Machinery (construction, farming equipment)
Valuable Artwork (worth over $1k)
Firearms
Collections (worth over $1k)
Fine Jewelry/Apparel (worth over $1k)
Antiques/Furniture (worth over $1k)
The Car(s)/Truck(s)
How many cars did the decedent have?
Did the decedent have car insurance?
Yes
No
Not sure
Do you know the name of the car insurance provider?
Yes
No
Please select the name of the car insurance provider(s), (select all that apply):
Allstate
Chubb
Geico
Liberty Mutual
Nationwide
Progressive
State Farm
Travelers
USAA
Other
Do you know if all cars were covered under this policy?
Yes
No
Not sure
Do you know where the certificate of title is?
Yes
No
Do you know where the certificates of title are?
Yes
No
Not all
Is this property owned outright by the deceased?
Yes
No, Financed
No, Leased
Not sure
Motorcycle(s) & Motorbikes
How many motorcycles/motorbikes did the decedent have?
Did the decedent have motorcycle insurance?
Yes
No
Not sure
Do you know the name of the motorcycle insurance provider?
Yes
No
Please select the name of the motorcycle/motorbike insurance provider:
Allstate
Chubb
Geico
Liberty Mutual
Nationwide
Progressive
State Farm
Travelers
USAA
Other
Do you know if all bikes were covered under this policy?
Yes
No
Not sure
Do you know where the certificate of title is?
Yes
No
Do you know where the certificates of title are?
Yes
No
Not all
Is this property owned outright by the deceased?
Yes
No, Financed
No, Leased
Not sure
Boat(s) & other Vessels
How many boats did the decedent have?
Did the decedent have boat insurance?
Yes
No
Not sure
Do you know the name of the boat insurance provider?
Yes
No
Please select the name of the boat insurance provider:
Allstate
Chubb
Geico
Liberty Mutual
Nationwide
Progressive
State Farm
Travelers
USAA
Other
Do you know if all boats were covered under this policy?
Yes
No
Not sure
Do you know where the certificate of title is?
Yes
No
Do you know where the certificates of title are?
Yes
No
Not all
Is this property owned outright by the deceased?
Yes
No, Financed
No, Leased
Not sure
Tangible Property
Are you in possession of these items, or know the location of these items?
Yes
No
Firearms
Are you in possession on the firearm(s), or know the location of the firearm(s)?
Yes
No
Are these firearms stored in a safe place where no one unauthorized can access them?
Yes
No
Not sure
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Employment
Please answer the following questions regarding your deceased loved one's employment status.
Was your deceased loved one currently employed?
Yes
No
Not sure
Living off investments/business interests
Retired
Do you know the name of the company where your loved one was employed?
Yes
No
Not sure
Was your deceased loved one self-employed?
Yes
No
Not sure
Did the deceased have passive direct ownership in one or more businesses? (i.e., as an investment, but not held through a bank account)
Yes, one business
Yes, multiple businesses
No
Not sure
How many businesses did the deceased have a passive interest in?
Did the deceased have active ownership in one or more businesses?
Yes, one business
Yes, multiple businesses
No
Not sure
How many businesses did the deceased actively own and operate?
Did this business have additional owners/partners?
Yes
No
Not Sure
Did one or more of these business have additional owners/partners?
Yes
No
Not Sure
Do you know how this business is structured?
Yes
No
Not Sure
Do you know how one or more of these businesses are structured?
Yes
No
Not Sure
What is the structure of this business?
LLC
Corporation
Partnership
What are the structures of one or more of these businesses? (please check off all that apply)
LLC
Corporation
Partnership
Other
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Debts & Liabilities
Did the decedent have any credit card(s)?
Yes
Not sure
No
How many credit cards
Please select the type of credit card (select all that apply) below:
American Express
Visa
Discover
MasterCard
Retailer (Target, Best Buy, Nordstrom, etc)
Bank (Bank of America, Capital One, Chase, etc)
Other
Are you aware of any line(s) of credit/loan(s) the decedent had? (Aside from mortgage/auto, if applicable)
Yes
No
Not sure
Do you know the outstanding balance(s) of the line(s) of credit/loan(s)?
Yes
No
Not sure
Do you know the lender information?
Yes
No
Not sure
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Estate Progress So Far
This section helps Trustate assess how far along you are in the estate administration process, and helps us to better serve you with all of the step that remain.
In your best estimate, how far along do you think you are in the process?
Haven't started
Recently started
Process well underway
Completed most of it, but still a few open items
Other
Have you been formally appointed by a court to act on behalf of the deceased's estate?
Yes
No
Not sure
In progress
Did the deceased have a Will?
Yes
No
Not sure
Are you in possession of the original signed Will or know where it is located?
Yes
No
Have you opened an estate account?
Yes
No
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Finances
Do you have any knowledge of what accounts your deceased loved one held and where they banked?
Yes
No
Please estimate the number of financial institutions where your deceased loved banked or held an investment or retirement account?
Do you believe that there may be other accounts that you are currently unaware of?
Yes
No
Not sure
To the best of your knowledge, what type of account was this?
Checking
Savings
Money Market
Brokerage / Investment (i.e. stock and securities)
Retirement
Please select the bank/financial institution where this account is held:
Bank of America
Capital One
Chase
Chase PCS
Citi
Fidelity
JP Morgan Private Bank
Merrill Lynch
Morgan Stanley
US Bank
Vanguard
Wells Fargo
Not sure
Other
Below, please provide the name of the institution where this account is held:
Do you know if this is owned with anyone else or in the deceased name alone?
Co-owned with another person
Owned solely by the decedent
Owned solely, but one or more people had signing ability
Not sure
Does anyone else have signing authority on this account?
Yes
No
Not sure
Do you know if this account had any named beneficiaries?
Yes
No
Not Sure
Please enter the names of the beneficiaries below:
Do you know if the decedent had margin on this account (or any other type of investment credit line or debt) that is still outstanding and accruing interest?
Yes
No
Not sure
Is the deceased 72 years of age or older?
Yes
No
Not sure
Do you know if the deceased took his/her RMD (Required Minimum Distribution) from this account in their year of death?
Yes
No
Not sure
ACCOUNT 1
ACCOUNT 1: To the best of your knowledge, what type of account was this?
Checking
Savings
Money Market
Brokerage / Investment (i.e. stock and securities)
Retirement
ACCOUNT 1: Please select the bank/financial institution where this account is held:
Bank of America
Capital One
Chase
Chase PCS
Citi
Fidelity
JP Morgan Private Bank
Merrill Lynch
Morgan Stanley
US Bank
Vanguard
Wells Fargo
Not sure
Other
ACCOUNT 1: Below, please provide the name of the institution where this account is held:
ACCOUNT 1: Do you know if this is owned with anyone else or in the deceased name alone?
Co-owned with another person
Owned solely by the decedent
Owned solely, but one or more people had signing ability
Not sure
ACCOUNT 1: Does anyone else have signing authority on this account?
Yes
No
Not sure
ACCOUNT 1: Do you know if this account had any named beneficiaries?
Yes
No
Not Sure
ACCOUNT 1: Please enter the names of the beneficiaries below:
ACCOUNT 1: Do you know if the decedent had margin on this account (or any other type of investment credit line or debt) that is still outstanding and accruing interest?
Yes
No
Not sure
ACCOUNT 1: Is the deceased 72 years of age or older?
Yes
No
Not sure
ACCOUNT 1: Do you know if the deceased took his/her RMD (Required Minimum Distribution) from this account in their year of death?
Yes
No
Not sure
ACCOUNT 2
ACCOUNT 2: To the best of your knowledge, what type of account was this?
Checking
Savings
Money Market
Brokerage / Investment (i.e. stock and securities)
Retirement
ACCOUNT 2: Please select the bank/financial institution where this account is held:
Bank of America
Capital One
Chase
Chase PCS
Citi
Fidelity
JP Morgan Private Bank
Merrill Lynch
Morgan Stanley
US Bank
Vanguard
Wells Fargo
Not sure
Other
ACCOUNT 2: Below, please provide the name of the institution where this account is held:
ACCOUNT 2: Do you know if this is owned with anyone else or in the deceased name alone?
Co-owned with another person
Owned solely by the decedent
Owned solely, but one or more people had signing ability
Not sure
ACCOUNT 2: Does anyone else have signing authority on this account?
Yes
No
Not sure
ACCOUNT 2: Do you know if this account had any named beneficiaries?
Yes
No
Not Sure
ACCOUNT 2: Please enter the names of the beneficiaries below:
ACCOUNT 2: Do you know if the decedent had margin on this account (or any other type of investment credit line or debt) that is still outstanding and accruing interest?
Yes
No
Not sure
ACCOUNT 2: Is the deceased 72 years of age or older?
Yes
No
Not sure
ACCOUNT 2: Do you know if the deceased took his/her RMD (Required Minimum Distribution) from this account in their year of death?
Yes
No
Not sure
ACCOUNT 3
ACCOUNT 3: To the best of your knowledge, what type of account was this?
Checking
Savings
Money Market
Brokerage / Investment (i.e. stock and securities)
Retirement
ACCOUNT 3: Please select the bank/financial institution where this account is held:
Bank of America
Capital One
Chase
Chase PCS
Citi
Fidelity
JP Morgan Private Bank
Merrill Lynch
Morgan Stanley
US Bank
Vanguard
Wells Fargo
Not sure
Other
ACCOUNT 3: Below, please provide the name of the institution where this account is held:
ACCOUNT 3: Do you know if this is owned with anyone else or in the deceased name alone?
Co-owned with another person
Owned solely by the decedent
Owned solely, but one or more people had signing ability
Not sure
ACCOUNT 3: Does anyone else have signing authority on this account?
Yes
No
Not sure
ACCOUNT 3: Do you know if this account had any named beneficiaries?
Yes
No
Not Sure
ACCOUNT 3: Please enter the names of the beneficiaries below:
ACCOUNT 3: Do you know if the decedent had margin on this account (or any other type of investment credit line or debt) that is still outstanding and accruing interest?
Yes
No
Not sure
ACCOUNT 3: Is the deceased 72 years of age or older?
Yes
No
Not sure
ACCOUNT 3: Do you know if the deceased took his/her RMD (Required Minimum Distribution) from this account in their year of death?
Yes
No
Not sure
ACCOUNT 4
ACCOUNT 4: To the best of your knowledge, what type of account was this?
Checking
Savings
Money Market
Brokerage / Investment (i.e. stock and securities)
Retirement
ACCOUNT 4: Please select the bank/financial institution where this account is held:
Bank of America
Capital One
Chase
Chase PCS
Citi
Fidelity
JP Morgan Private Bank
Merrill Lynch
Morgan Stanley
US Bank
Vanguard
Wells Fargo
Not sure
Other
ACCOUNT 4: Below, please provide the name of the institution where this account is held:
ACCOUNT 4: Do you know if this is owned with anyone else or in the deceased name alone?
Co-owned with another person
Owned solely by the decedent
Owned solely, but one or more people had signing ability
Not sure
ACCOUNT 4: Does anyone else have signing authority on this account?
Yes
No
Not sure
ACCOUNT 4: Do you know if this account had any named beneficiaries?
Yes
No
Not Sure
ACCOUNT 4: Please enter the names of the beneficiaries below:
ACCOUNT 4: Do you know if the decedent had margin on this account (or any other type of investment credit line or debt) that is still outstanding and accruing interest?
Yes
No
Not sure
ACCOUNT 4: Is the deceased 72 years of age or older?
Yes
No
Not sure
ACCOUNT 4: Do you know if the deceased took his/her RMD (Required Minimum Distribution) from this account in their year of death?
Yes
No
Not sure
ACCOUNT 5
ACCOUNT 5: To the best of your knowledge, what type of account was this?
Checking
Savings
Money Market
Brokerage / Investment (i.e. stock and securities)
Retirement
ACCOUNT 5: Please select the bank/financial institution where this account is held:
Bank of America
Capital One
Chase
Chase PCS
Citi
Fidelity
JP Morgan Private Bank
Merrill Lynch
Morgan Stanley
US Bank
Vanguard
Wells Fargo
Not sure
Other
ACCOUNT 5: Below, please provide the name of the institution where this account is held:
ACCOUNT 5: Do you know if this is owned with anyone else or in the deceased name alone?
Co-owned with another person
Owned solely by the decedent
Owned solely, but one or more people had signing ability
Not sure
ACCOUNT 5: Does anyone else have signing authority on this account?
Yes
No
Not sure
ACCOUNT 5: Do you know if this account had any named beneficiaries?
Yes
No
Not Sure
ACCOUNT 5: Please enter the names of the beneficiaries below:
ACCOUNT 5: Do you know if the decedent had margin on this account (or any other type of investment credit line or debt) that is still outstanding and accruing interest?
Yes
No
Not sure
ACCOUNT 5: Is the deceased 72 years of age or older?
Yes
No
Not sure
ACCOUNT 5: Do you know if the deceased took his/her RMD (Required Minimum Distribution) from this account in their year of death?
Yes
No
Not sure
ACCOUNT 6
ACCOUNT 6: To the best of your knowledge, what type of account was this?
Checking
Savings
Money Market
Brokerage / Investment (i.e. stock and securities)
Retirement
ACCOUNT 6: Please select the bank/financial institution where this account is held:
Bank of America
Capital One
Chase
Chase PCS
Citi
Fidelity
JP Morgan Private Bank
Merrill Lynch
Morgan Stanley
US Bank
Vanguard
Wells Fargo
Not sure
Other
ACCOUNT 6: Below, please provide the name of the institution where this account is held:
ACCOUNT 6: Do you know if this is owned with anyone else or in the deceased name alone?
Co-owned with another person
Owned solely by the decedent
Owned solely, but one or more people had signing ability
Not sure
ACCOUNT 6: Does anyone else have signing authority on this account?
Yes
No
Not sure
ACCOUNT 6: Do you know if this account had any named beneficiaries?
Yes
No
Not Sure
ACCOUNT 6: Please enter the names of the beneficiaries below:
ACCOUNT 6: Do you know if the decedent had margin on this account (or any other type of investment credit line or debt) that is still outstanding and accruing interest?
Yes
No
Not sure
ACCOUNT 6: Is the deceased 72 years of age or older?
Yes
No
Not sure
ACCOUNT 6: Do you know if the deceased took his/her RMD (Required Minimum Distribution) from this account in their year of death?
Yes
No
Not sure
Did the decedent own any stock outright?
Yes
No
Not sure
Do you know the name of the company the stock is held with?
Yes
No
Please write the name of the company(ies) the decedent owned stock in:
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