Probate Checklist

Decedent's Name

First NameLast Name

Decedent's Date of Death

Date

Decedent's Date of Birth

Date

Decedent's Social Security Number

Decedent's Permanent Residence at Time of Death (Prior to nursing home or hospital)

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

We will apply for Employer Identification Number (EIN) Federal Tax ID for the Estate, if necessary.

Surviving Spouse:

Name of Surviving Spouse

First NameLast Name

Social Security Number of Surviving Spouse (if Fiduciary)

Address of Surviving Spouse

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Phone Number of Surviving Spouse

Please enter a valid phone number.Format: (000) 000-0000.

Email of Surviving Spouse

example@example.com

If no surviving spouse, or if the surviving spouse is not the proposed Executor/Administrator, who is the family member or friend who will be handling the Probate issues?

First NameLast Name

Social Security Number

Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Phone Number

Please enter a valid phone number.Format: (000) 000-0000.

Email

example@example.com

Does the proposed Executor/Administrator live out of state?

Does Decedent have any Surviving Children?

If yes, please list Name, Address, Email, and Phone number of each Surviving Child:

If NO Surviving Spouse or Surviving Children, does Decedent have any Surviving Grandchildren?

If yes, please list Name, Address, Email, and Phone number of each Surviving Grandchild:

If no Surviving Children or Grandchildren, does Decedent have any other Surviving Immediate Family? (Note, only Surviving Parents, Siblings, or Children of Deceased Siblings qualify)

If yes, please list Name, Address, Email, and Phone number of each Surviving Parent. If NO Surviving Parent, please list contact information for Surviving Siblings. If NO Surviving Siblings, please list contact information for Surviving Nieces or Nephews:

Did Decedent leave a Will?

If Yes, Date of Will and any Amendments (Codicils):

Did Decedent leave a Trust?

If Yes, Date of Trust and type of Trust:

Does the Will excuse posting of a Bond?

Does a Disclaimer need to be filed for this Estate?

Did Decedent give any taxable gifts (over $19,000 per person, per year) within three years of death?

If Yes, explain:

Did Decedent have a safe deposit box?

If Yes, where?

Name of Funeral Home

Address of Funeral Home

Street Address

Street Address Line 2

CityState / ProvincePostal / Zip CodeCountry

Amount of Funeral Bill

Paid?

Was the Decedent ever on Social Security? If Yes, all POST DEATH Social Security deposits need to be returned.

Was the Decedent on Title 19/Medicaid?

Did the Decedent, spouse, or children of the Decedent ever receive other aid from the State of Connecticut?

List Decedent's solely owned real estate:

Is there a mortgage on the real estate?

If Yes, Name of Lender/Mortgage and balance:

Is it a reverse mortgage?

List Decedent's solely owned vehicles which don't have any named beneficiaries. Please include include year, make, model, VIN, and mileage:

Does Decedent own any valuable antiques, jewelry, or art?

Other

List Decedent’s solely owned Bank Accounts which don’t have any named beneficiaries. Please include Bank Name, last 4 digits of the Account Number, and Date of Death Balance amount:

Did the Decedent own any Savings Bonds that did not have a named beneficiary or had a named beneficiary that is deceased?

List Decedent’s solely owned Brokerage Accounts which don’t have any named beneficiaries. Please include financial institution, last 4 digits of the Account Number, and Date of Death Balance amount:

List Decedent's jointly owned real estate and the name(s) of other owner(s):

List Decedent’s jointly owned vehicles and the name(s) of other owner(s). Please include include year, make, model, VIN, and mileage:

List Decedent’s jointly owned Bank Accounts. Please include Bank Name, last 4 digits of the Account Number, Name of other Beneficiary or Account Owner, and Date of Death Balance amount:

List Decedent’s jointly owned individual Stocks (not held in a Brokerage Account). Please include Name of Stock, Number of Shares, Name of other Beneficiary, and Date of Death Balance amount:

Did the Decedent own any Savings Bonds which have a named beneficiary?

List any Brokerage Accounts, IRA, 401(k), Pension, Stock-Bonus, Profit-Sharing plan, Retirement plan and/or Annuity of Decedent which have a named beneficiary. Please include Name of Plan, last four digits of Account Number, Name of Beneficiary/Beneficiaries, and Date of Death Balance amount:

List any Life Insurance Policies on Decedent's life. Please include Company, Name of Beneficiary, Policy Number, and Amount for each policy. (NOTE: Probate Court requires IRS Form 712 for each policy):

Documents needed by Franklin & Frankel LLC:

Original Will and Codicils (if any)
Copy of Trust (if any)
Copy of Death Certificate
Copy of Paid Funeral Bill
Copy of Real Estate Deed(s)
Copy of Vehicle Title(s)
Deeds for any Real Estate

Additional Information:

Probate Checklist

Decedent's Personal Information

SOLELY OWNED ASSETS

JOINTLY OWNED ASSETS OR ASSETS WITH NAMED BENEFICIARIES