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Assignment of Estate
Assignment of Estate I, _________________________, referred to as HEIR, herewith unconditionally assigns all of my right, title and interest in an expectancy of to the estate of _________________________ to _________________________, referred to as ASSIGNEE, under the terms and conditions stated herein. Said assignment is made without guarantee of the specific amount, if any, to be […]
Continue reading...Personal Information Form for Trust Preparation
26. February 2009
Personal Information Form for Trust Preparation Dated: __________________ Banking accounts: Certificates of deposit: Stock Brokers: Stocks not held by brokers: Parcels of real estate owned: Mortgages/liens against the real estate: C.P.A/Tax preparer: Powers of attorney given to: Debts owed me: Litigation in which I am a party: Attorney handling such litigation: Burial plot and information […]
Continue reading...Request for Notice of Filing of Estate or Probate Proceedings
23. January 2009
Request for Notice of Filing of Estate or Probate Proceedings _______________________ requests that the Clerk of this Court advise the undersigned if any estate proceeding is filed regarding ______________________. This notice should be sent to: ______________________ ______________________ ______________________ Dated: _____________ _________________________________________________ Requester cc Executor and/or Lawyer (s) concerned (elective—see Review List below) Request for Notice […]
Continue reading...Revocation of Wills – Codicils
13. January 2009
Revocation of Wills – Codicils I, _______________, herewith revoke all previous wills and codicils. Dated: _______________________ _________________________________________________ Signer We, the undersigned, witnessed the execution of this document by _______________, and _______________ expressed to us that this document expressed their desires. ___________________________________ Dated: ________________ Witness 1 ___________________________________ Dated: ________________ Witness 2 ___________________________________ Dated: ________________ Witness 3 […]
Continue reading...Estate Oath in front of Notary
26. December 2008
Estate Oath in front of Notary ________________________________ Address: ______________________________________________________ STATE OF __________________ COUNTY OF _________________ Before me, the undersigned authority authorized to take acknowledgments and administer oaths, personally appeared: ___________________________ _______________________________________________________________ _______________________________________________________________ _______________________________________________________________ who after being having duly sworn or affirmed to tell the truth, stated: 1. That ___________________________ declared this instrument to be their […]
Continue reading...Employment Benefits Request, by Executor
23. December 2008
Employment Benefits Request, by Executor RE: Estate of ________________________. Official Date of Death: Social Security Number: Dear Sir or Madam: I am the Executor in the estate of the Decedent named above, and have included the proper information to indicate my role. It is my understanding that the Decedent was an employee with your organization. […]
Continue reading...Last Will and Testament
14. December 2008
Last Will and Testament I, ______________, residing at _________, ___________, being of sound mind and in the contemplation of the certainty of death, do hereby declare this instrument to be my last will and testament. II. I hereby revoke all previous wills and codicils. III. I direct that the disposition of my remains be as […]
Continue reading...Revocable Trust
14. December 2008
Revocable Trust ______________, referred to herein as SETTLOR, and _____________, referred to herein as TRUSTEE, (the singular term “TRUSTEE” shall refer to multiple TRUSTEES if multiple TRUSTEES are appointed) in consideration of the covenants and undertakings herein agree: ARTICLE I CONVEYANCE OF PROPERTY TO THE TRUSTEE SETTLOR herewith assigns and conveys to the TRUSTEE, the […]
Continue reading...Life Insurance Policy, Collection by Executor
10. December 2008
Life Insurance Policy, Collection by Executor Re: Estate of: ___________________ Date of Death: __________________ Social Security Number: __________ To Whom It May Concern: I am the Executor of the Decedent named above. I believe that the Decedent owned a life insurance policy or policies with your company but I do not know the policy number […]
Continue reading...Checklist, for use by Executor
9. December 2008
Checklist, for use by Executor Estate of: Date of Death: Social Security Number: The following Checklist should be used by the Executor to collect and investigate the assets and potential assets of the Decedent. The Executor is encouraged to send out copies to heirs and interested parties to help fill in the blanks, so to […]
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2. April 2009
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