ITEMS YOU SHOULD CONSIDER BRINGING WHEN MEETING WITH US FOR A PROBATE CONSULTATION

The more information and documentation you can provide during the initial consultation, the better we can understand your situation and provide you with accurate guidance. If you’re unsure about any specific documents, don’t worry; our team is here to help and can guide you on what’s most relevant for your probate matter.

1. Identification and contact information of yourself and the Decedent

• • Photo ID (driver’s license, passport, etc.)
  • Contact details (address, phone number, email)

2. Documentation regarding the decedent

• • Death certificate
  • Will (if available)
  • Trust documents (if applicable)
  • Any prenuptial or postnuptial agreements
  • List of assets and liabilities

3. Documentation regarding beneficiaries and heirs

• • List of potential beneficiaries and their contact information
  • List of potential heirs and their relationship to the deceased

4. Financial documents of the Decedent

• • Bank statements
  • Investment account statements
  • Retirement account statements
  • Life insurance policies

5. Property ownership documents

• • Deeds to real estate
  • Titles to vehicles
  • Ownership documents for valuable items (artwork, jewelry, etc.)

6. Debts and liabilities information

• • Credit card statements
  • Mortgage documents
  • Loan agreements

7. Questions and concerns

• • Prepare a list of questions you have about the probate process, legal proceedings, and your role as a beneficiary or executor.

8. Notes on family dynamics

• • Any relevant information about family relationships or potential disputes that could impact the probate process.

9. Insurance policies
   • Homeowner’s insurance policies
   • Property insurance policies

10. Recent tax returns

• • Personal income tax returns for the Decedent

11. Contact information for professionals

• • Names and contact information for accountants, financial advisors, and any other professionals who were involved with the deceased’s affairs.