Documents Helpful at Probate Appointment with Attorney NJ

Documents Helpful at Probate Appointment with Attorney

FOR POTENTIAL CLIENTS TO CONTACT US DURING NON-BUSINESS HOURS, PLEASE FILL OUT THE FORM. Name: Cell Phone: E-Mail Address If You Do Not Include a Complete E-Mail Address, Network will not Forward Your Contact Form to the Law Office. Details of the Case Agree By typing " agree" into the box you are confirming that you wish to send your information to the Law Office of Kenneth Vercammen Write the characters in the image above

Items that the executor of a Will may bring for the initial meeting with the attorney: For more information go to http://njwillsprobatelaw.com/documents_helpful _at_probate_appt_with_attorney.html?id=193&a= 1. Original Death Certificates; 2. Original Wills and Codicils; 3. Completed Probate/Estate Administration interview sheet; 4. Any Trusts established by the decedent; 5. All bank books, certificates of deposit, check books, money markets, and the most recent back statements for any accounts that listed the decedent's name, including IRA or other qualified accounts; 6. Copies of all of the decedent's brokerage accounts, treasury direct accounts, book entry accounts, dividend reinvestment accounts and annuities that list the decedent's name including IRA or other qualified accounts; 7. Original certificates of stock or original bonds that list the decedent's name; 8. Information and documentation regarding all Life Insurance Policies owned by or insuring the life of the decedent; 9. A copy of any health insurance policy of the decedent; 10. Copies of any bills in the decedent's name or the estate's name for expenses and debts owed by the decedent or the estate including the last illness, funeral, repast, burial, monuments, etc. These bills should continue to be provided by the client as received; 11. A copy or list of any expenses paid by the client or any other individuals on behalf of the decedent or estate in connection with the decedent's funeral or last illness including telephone bills, stamps for cards, luncheons, travel expenses, etc.; 12. A copy of all credit cards in the decedent's name along with the most recent statement for each; 13. A copy of the title, registration, automobile insurance and any lease information for any vehicle owned by the decedent; 14. A copy of the homeowner's insurance policy for the decedent's Real Estate; 15. A copy of the Deed and Tax bill for any real property in the decedent's name; 16. A copy of any leases or contracts that the deceased was a party to at the time of his or her death; 17. The location of any Safe Deposit Box that includes the decedent's name along with an inventory of its contents; 18. A copy of the decedent's last Federal Income Tax Returns; 19. A copy of any Notes or Mortgages that include the decedent's name; 20. Any information concerning the decedent's pension or benefits from employment; and 22. An inventory of all the decedent's personal property.