Probate Information
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TYPE: Term, whole life, split dollar, group life, annuity.
ADDITIONAL INFORMATION: Insurance company, type, face amount (death benefit), whose life is insured, who owns the policy, the current beneficiaries, who pays the premium, and who is the life insurance agent.
TYPE: Pension (P), Profit Sharing (PS), H.R. 10, IRA, SEP, 401(K).
ADDITIONAL INFORMATION: Describe the type of plan, the plan name, the current value of the plan, and any other pertinent information.
TYPE: General and Limited Partnerships, Sole Proprietorships, privately owned corporations, professional corporations, oil interests, farm and ranch interests.
Death Certificate
Copy of Paid Funeral Bill
Copies of Any Real Estate Deed
Copies of Any Vehicles Titles
Copies of Any Bills
Last Will and Testament
Copies of Last Year’s Tax Return for Decedent