Tatia D. Barnes, Esq.
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TATIA D. BARNES, ESQ.

Serving Your Probate, Administration and Estate Litigation Needs

ESTATE  ADMINISTRATION  LIST

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ESTATE PROPERTY

This list includes everything the deceased owned including business holdings and investments.
Separate between Real property (real estate) and personal property (anything that is not real estate).

______________­­__________________________________________ 

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_________________________________________________________

_________________________________________________________

_________________________________________________________

_________________________________________________________

_________________________________________________________

_________________________________________________________

_________________________________________________________

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Please be sure to list any Rental Property owned by the deceased and attach copies of the current tenants’ leases
 
Also list any business the deceased owned


 
Did The Deceased Leave Any of The Following Documents?

___  Last Will & Testament
___  Trust (Revocable or Irrevocable)
___  Insurance Policies (including any policy to fund an Irrevocable Trust)
___  Retirement/Pensions/Annuities Plan


PLEASE ATTACH COPIES
 
 
 
WHO ARE THE FAMILY MEMBERS OF THE DECEASED?
Please include phone numbers and email addresses
SPOUSE
Name:
Address:
Attach any divorce decree, prenuptial agreement or death certificate

CHILDREN (include out-of-wedlock and adopted children)
Name:
Address:
dob:
If deceased – date of death:

Name:
Address:
dob:
If deceased – date of death:

Name:
Address:
dob:
If deceased – date of death:

Name:
Address:
dob:
If deceased – date of death:
 
Name:
Address:
dob:
If deceased – date of death:

Name:
Address:
dob:
If deceased – date of death:

PARENTS
Name:
Address:
If deceased – date of death:

Name:
Address:
If deceased – date of death:


SISTERS/BROTHERS
Name:
Address:
If deceased – date of death:

Name:
Address:
If deceased – date of death:

Name:
Address:
If deceased – date of death:

Name:
Address:
If deceased – date of death:

Name:
Address:
If deceased – date of death:


NIECES/NEPHEWS
Name:
Address:

Name:
Address:

Name:
Address:

Name:
Address:

Name:
Address:

Name:
Address:

Name:
Address:

Name:
Address:


GREAT-NIECES/GREAT-NEPHEWS
Name:
Address:

Name:
Address:

Name:
Address:

Name:
Address:

Name:
Address:

Name:
Address:

Name:
Address:

Name:
Address:

PLEASE LIST THE FOLLOWING PROFESSIONALS USED OR ARRANGED BY THE DECEDENT
ACCOUNTANT/TAX PREPARER
Name:
Address:


BANKER
Name:
Address:


INSURANCE COMPANY
Name:
Address:


BROKER/FINANCIAL ADVISOR
Name:
Address:


NURSING HOME/HOME HEALTH CARE AGENCY
Name:
Address:


CHURCH/SYNAGOG/HALL/TEMPLE
Name:
Address:


FUNERAL HOME
Name:
Address:


CEMETERY
Name:
Address:


 
 
PLEASE LIST AND ATTACH COPIES OF THE FOLLOWING BILLS AND ANY OTHER OUTSTANDING DEBTS
Telephone                                            __________________________________
Electricity                                            __________________________________
Gas                                                      __________________________________
Oil                                                       __________________________________
Water                                                  _________________________________
Rent/Mortgage                                    __________________________________
State Property Taxes                           __________________________________
Federal Taxes                                      __________________________________
Renters/Homeowner’s Insurance        __________________________________
Automobile Loans                              __________________________________
Automobile Insurance                         __________________________________
Storage Fees                                        __________________________________
Credit Cards                                       __________________________________
Child Support                                     __________________________________
Lawsuits                                              __________________________________
Worker’s Compensation Claims         __________________________________
__________________________        __________________________________
__________________________        __________________________________
__________________________        __________________________________
__________________________        __________________________________
__________________________        __________________________________
__________________________        __________________________________
__________________________        __________________________________
__________________________        __________________________________


TATIA D. BARNES, ESQ.
48 Wall Street, 11th Floor
New York, New York 10005
​(212) 537-4069
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  • Home
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