Probate Checklist

Probate Checklist
Decedent's Personal Information
Decedent's Name

First NameLast Name
Decedent's Date of Death

MonthDayYear
Date
Decedent's Date of Birth

MonthDayYear
Date
Decedent's Last 4 Digits of 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:

YesNo
Name of Surviving Spouse

First NameLast Name
Last 4 Digits of 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.
Email of Surviving Spouse
example@example.com
Does Decedent have any Surviving Children?

YesNo
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?

YesNo
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)

YesNo
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?

YesNo
If Yes, Date of Will and any Amendments (Codicils):
Did Decedent leave a Trust?

YesNo
If Yes, Date of Trust and type of Trust:
Does the Will excuse posting of a Bond?

YesNoUnknown
Does a Disclaimer need to be filed for this Estate?

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

YesNo
If Yes, explain:
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
Last 4 Digits of Social Security Number
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Phone Number
Please enter a valid phone number.
Email
example@example.com
Does the proposed Executor/Administrator live out of state? (If Yes, we will need to file Probate Form PC-482.)

YesNo
Did Decedent have a safe deposit box?

YesNo
If Yes, where?
Name of Funeral Home
Address of Funeral Home

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
Amount of Funeral Bill
Paid?

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

YesNo
Was the Decedent on Title 19/Medicaid?

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

YesNo
SOLELY OWNED ASSETS

Assets without a named beneficiary
List Decedent's solely owned real estate:
Is there a mortgage on the real estate?

YesNo
If Yes, Name of Lender/Mortgage and balance:
Is it a reverse mortgage?

YesNo
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?

YesNoOther
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?

YesNo
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:
JOINTLY OWNED ASSETS OR ASSETS WITH NAMED BENEFICIARIES
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?

YesNo
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:
Should be Empty:

Probate Checklist

Decedent's Personal Information

SOLELY OWNED ASSETS

JOINTLY OWNED ASSETS OR ASSETS WITH NAMED BENEFICIARIES