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Have as many of these things as possible: 1. The will, if any. 2. Death certificates. 3. Life insurance policies. 4. Names, addresses (including zip codes), phone numbers, Social Security numbers and ages of all heirs and all persons named in the will. 5. Be prepared to describe how the decedent was related to all persons involved, i.e., who was married to whom and what children did they have and who is alive and who is dead and when did they die. 6. Names, addresses (including zip codes), account numbers and amounts owed for all debts of the decedent and any pertinent documents. 7. A list of assets showing type, amount or value, who holds it, account number, and as much other information as possible along with any pertinent documents. || Back
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Donald M.
Thompson * 55 W. Monroe #3950; Chicago, IL 60603 - Estate
Planning Law |
