Confirm the death of the decedent and obtain death certificate
2
Identify the Executor, Administrator, or Personal Representative of the estate
3
Locate the original Will and other estate planning documents
4
File a petition/application for probate in the appropriate court
5
Notify all interested parties of the probate proceedings
6
Inventory and assess the value of all estate assets
7
Pay any debts, claims or taxes owed by the decedent
8
Approval: Administrator to disburse remaining assets to beneficiaries
9
Arrange for the management, sale or distribution of the decedent's property
10
Prepare and file estate and gift tax returns, if necessary
11
Detail all transactions made during the probate process in the final accounting
12
Present the final accounting to the court and request closure of the probate estate
13
Distribute remaining assets to beneficiaries as per the decedent's will
14
File a final settlement statement with the court showing distribution of assets
15
Ship personal property to beneficiaries if they reside out of state
16
File the closing statement with the court indicating that all necessary tasks have been accomplished
Confirm the death of the decedent and obtain death certificate
Confirm the death of the decedent and obtain the death certificate. This task is crucial as it establishes the starting point of the estate planning probate process. The death certificate is required for various legal purposes throughout the process. Have you confirmed the death of the decedent and obtained the death certificate?
1
Yes
2
No
Identify the Executor, Administrator, or Personal Representative of the estate
Identify the Executor, Administrator, or Personal Representative of the estate. This task involves determining who will be responsible for managing the affairs of the decedent's estate. The Executor, Administrator, or Personal Representative will play a crucial role in overseeing the probate process. Who is the Executor, Administrator, or Personal Representative of the estate?
Locate the original Will and other estate planning documents
Locate the original Will and other estate planning documents. This task is important to ensure the validity of the Will and to gather necessary information about the decedent's wishes. Have you located the original Will and other estate planning documents?
1
Yes
2
No
File a petition/application for probate in the appropriate court
File a petition/application for probate in the appropriate court. This task requires initiating the legal process of probate by submitting a petition or application to the designated court. The court will review the documents and schedule a hearing. Have you filed a petition/application for probate in the appropriate court?
1
Yes
2
No
Notify all interested parties of the probate proceedings
Notify all interested parties of the probate proceedings. This task involves informing individuals, organizations, or entities with an interest in the decedent's estate about the probate proceedings. Proper notification ensures that all interested parties have the opportunity to participate. Have you notified all interested parties of the probate proceedings?
1
Completed
2
Pending
3
Not Applicable
Inventory and assess the value of all estate assets
Inventory and assess the value of all estate assets. This task requires conducting a comprehensive inventory of the decedent's assets and determining their value. It is crucial for accurately valuing the estate and determining the distribution of assets. Have you completed the inventory and assessment of all estate assets?
Pay any debts, claims or taxes owed by the decedent
Pay any debts, claims or taxes owed by the decedent. This task involves identifying and addressing any outstanding debts, claims, or taxes owed by the decedent. It is important to settle these financial obligations before distributing the estate assets. Have you paid any debts, claims or taxes owed by the decedent?
1
Credit card debt
2
Mortgage
3
Income tax
Approval: Administrator to disburse remaining assets to beneficiaries
Will be submitted for approval:
Inventory and assess the value of all estate assets
Will be submitted
Pay any debts, claims or taxes owed by the decedent
Will be submitted
Arrange for the management, sale or distribution of the decedent's property
Arrange for the management, sale or distribution of the decedent's property. This task involves making decisions regarding the management, sale, or distribution of the decedent's property as per their wishes or applicable laws. The goal is to ensure the proper handling of the estate assets. Have you arranged for the management, sale or distribution of the decedent's property?
1
Property management
2
Property sale
3
Property distribution
Prepare and file estate and gift tax returns, if necessary
Prepare and file estate and gift tax returns, if necessary. This task requires calculating and preparing the necessary tax returns for the estate and any applicable gift taxes. Compliance with tax laws is crucial to avoid penalties and ensure proper reporting. Have you prepared and filed estate and gift tax returns, if necessary?
1
Completed
2
Pending
3
Not Applicable
Detail all transactions made during the probate process in the final accounting
Detail all transactions made during the probate process in the final accounting. This task involves documenting all financial transactions related to the estate during the probate process. The final accounting provides transparency and accountability. Have you detailed all transactions made during the probate process in the final accounting?
Present the final accounting to the court and request closure of the probate estate
Present the final accounting to the court and request closure of the probate estate. This task requires submitting the final accounting to the court, along with a request for the closure of the probate estate. The court will review the accounting and make a decision regarding the estate's closure. Have you presented the final accounting to the court and requested closure of the probate estate?
1
Completed
2
Pending
Distribute remaining assets to beneficiaries as per the decedent's will
Distribute remaining assets to beneficiaries as per the decedent's will. This task involves allocating the remaining estate assets to the beneficiaries in accordance with the decedent's will. Fair and accurate distribution is essential to honor the decedent's wishes. Have you distributed the remaining assets to beneficiaries as per the decedent's will?
1
Beneficiary 1
2
Beneficiary 2
3
Beneficiary 3
File a final settlement statement with the court showing distribution of assets
File a final settlement statement with the court showing the distribution of assets. This task requires submitting a final settlement statement to the court, providing evidence of the completed distribution of estate assets. The court will review the statement before officially closing the probate estate. Have you filed a final settlement statement with the court showing the distribution of assets?
Ship personal property to beneficiaries if they reside out of state
Ship personal property to beneficiaries if they reside out of state. This task involves arranging for the shipment of personal property to beneficiaries who reside in a different state. Ensuring safe and timely delivery is important to fulfill the decedent's wishes. Have you shipped personal property to beneficiaries who reside out of state?
1
Completed
2
Pending
3
Not Applicable
File the closing statement with the court indicating that all necessary tasks have been accomplished
File the closing statement with the court indicating that all necessary tasks have been accomplished. This task requires submitting a closing statement to the court, declaring that all required tasks have been completed in the estate planning probate process. This statement is essential for officially closing the probate estate. Have you filed the closing statement with the court indicating that all necessary tasks have been accomplished?
