You may be working with the decedent’s attorney to settle the estate. If you think or feel you need your own representation apart from the decedent’s attorney to help guide you through this process, keep in mind that fees add up quickly.
The decedent’s attorney, or a representative appointed by a court of law (typically the person closest to the decedent) requires information for probate to pay debts and distribute assets.
Use our free Legal Tasks checklist for the documents needed for the attorney or legal representative of the decedent.
Disclaimer: We do not practice law or dispense legal advice. If you need legal advice, consult an attorney.
Other Free After-Death Resources:
Organizational Tools (Support System) to get organized.
Residential Tasks to handle the residential logistics.
Telephone Script (Financial Tasks) to notify entities by phone.
Notify Services and Accounts (Financial Tasks) instructions and forms to change and cancel accounts.
Financial Tasks to understand the financial considerations.
Decedent Information form to reference vital statistics.