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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.
