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ESTATE SETTLEMENT
INITIAL INTERVIEW CHECKLIST
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Make sure you bring as much of the following information about the
decedent with you as possible:
 | the Will, if there is
one
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| the Death
Certificate, if you have it
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| the decedent’s
Social Security Card
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| the complete
addresses and social security numbers of all persons mentioned in the will or if there is
no will, of all the members of the immediate family
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| all deeds and records
of all property interests, including the most recent real estate tax bill
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| all stock
certificates and bonds
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| all bank books, check
books and certificates of deposit
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| all vehicle titles
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| all annuities
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| all retirement plans
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| all life insurance
policies
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In addition to information about what the decedent owned, we will need
the following information about any obligations owed by or on behalf of the decedent:
| the funeral bill and
bill for flowers and the gravemarker
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| the cost of the
funeral dinner
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| all medical bills
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| all other debts owed
by the decedent
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If all of the above information is not available at the time of the
first interview, it can be supplied later, but it is helpful to get as much of the
necessary information at the first interview as possible. If you have any questions,
please feel free to call the office. |
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