At time of death:

________

will

________

no will

________

living trust

Trustee/Executor/Administrator: ________________________________________________

Address: ________________________________________________________________________

Phone No.:______________________   Email address:____________________________

Employer/contact:	__________________/__________________	Phone no.:	________________
Attorney:	____________________________________	Phone no.:	________________
Accountant:	____________________________________	Phone no.:	________________
Broker/Financial Planner:	____________________________________	Phone no.:	________________
Life Insurance Agent:	____________________________________	Phone no.:	________________
Approximate size of estate:	$________________________________________

Documents needed (*=supply documents for month of decedent's death):

_______		Copy of will or living trust
_______		Death certificate
_______		Copy of any pre or post-nuptial spousal property agreements
_______		Income
_______		Tax return ( most recent 3 years)
_______		Gift tax returns (any that have been filed)
_______		Current brokerage account statements*
_______		Copies of property tax bills for real estate owned
_______		Copies of deeds to real property
_______		Copies of checking services and CD statements*
_______		Copies of stock and bond certificates if not held by broker
_______		Copies of life insurance policies or settlement checks if benefits have been paid.  Obtain          Form 712 from insurance companies
_______		Name and address for limited or general partnership investments
_______		Copies of promissory notes
_______		Copies of any IRA 401(k), pension or annuity statements*
_______		Copies of appraisals of real estate, other assets or business owned.
_______		Copies of all vehicle registrations (car, boat, motor home, air plane)
_______		Copies of any leases
_______		List of decedent's debts or debts the decedent was a guarantor or co-signor (include name and address of creditor)
_______		List of funeral expenses
_______		List of heirs or beneficiaries that includes name, age, social security no., address, phone no. and relationship to decedent
_______		List of any collectibles (i.e. artwork, coins, jewelry) owned by decedent
_______		List of safe deposit box contents
_______		Documentation for any other assets owned (i.e. royalty agreements, copyrights, trademarks, patents, franchises)