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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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 __________________________________
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