Probate Checklist For KY

What To Bring To The First Attorney Meeting For Probating A Will In Kentucky

The probate checklist below provides the attorney with the information necessary to evaluate the probate issues for your specific case.

Information about the Deceased:

¨  Full legal name

¨  Address

¨  Date of birth

¨  Date of death

¨  Marital status

¨  If married, was there a prenuptial agreement?

¨  Social Security Number

¨  List of Assets, such as:

¨  Bank accounts, brokerage accounts, CDs, savings, checking, money market accounts

¨  Real estate

¨  Life insurance

¨  Retirement

¨  Farm equipment

¨  Vehicles

¨  Personal property

¨  Was the deceased receiving Medicaid?

¨  Did the Deceased have any ownership in a business (corporation, partnership, LLC)?

¨  Was the Deceased a veteran? If so, what were the years of active military service?

Information about you:

¨  Full legal name

¨  Address

¨  Phone (work and home)

¨  Cell number

¨  Relationship to the Deceased

¨  E-Mail address

¨  Social Security Number

¨  Date of birth

Other Information:

All heirs/beneficiaries and representatives:

¨  Full legal name

¨  Address

¨  Phone (work and home)

¨  Cell number

¨  Relationship to the Deceased

¨  E-Mail address

¨  Social Security Number

¨  Date of birth

Probate Documents (if available):

¨  The original Last Will and Testament

¨  Any trust documents to which the deceased was a recipient or created

¨  Deeds and/or leases to all real estate (if available)

¨  Death certificates (if available)

¨  An account statement for each of the Deceased’s accounts (bank accounts, brokerage accounts, CDs, savings, checking, money market accounts, IRA, 401(k), etc.)

¨  Stock certificates

¨  Information about closely held businesses

¨  Life insurance policies

¨  Vehicle title and registration documents

¨  Boat/Plane title documents

¨  Retirement beneficiary forms

¨  Divorce documents (if divorced)

¨  Funeral bills

¨  Any and all other bills

¨  Any document showing what the decedent may have owed (loans, credit cards, mortgages, etc.)

¨  Any documents showing who might owe the Deceased (promissory notes, etc.)

¨  Any information about charitable pledges

¨  Tax returns for last three tax years

Legal Representation for Probate and Estate Planning

If you have questions about probate or estate planning call the lawyers at Hurst & Hurst Law in Danville, KY at (859) 209-2101.