Waterford Probate Attorney
The Law Offices of Schmidt, Isgrigg, Anderson & Miller can effectively assist clients with probate matters, ranging from simple wills to complex estate settlements.
Probate can be simply described as a means of transferring title to property. Obviously, once a person dies, that person is no longer able to transfer title to property titled in their name. Probate is a procedure for transferring title of the decedent’s property to the persons entitled to it.
Decedent Estate Information
Below is a listing of helpful documents and information that should be collected to aid in the process of estate matters:
Will/Trust with all Codicils and Amendments.
Any Gift Letters.
Names, addresses and Social Security Number of all:
Heirs: Family who would receive the estate if the deceased had died without a Will.
Interested Parties: Any person or organization named in the deceased individual’s Will or Trust who are not Heirs.
Beneficiaries: An individual or organization named in the Will or Trust of the deceased.
List of any heirs or devisees that have a legal disability.
List of all assets (personal stocks, bonds, bank accounts, and real estate). Bring copies of account documents and deeds.
Name and address of the Personal Representative, banking institution, place of employment. Also, provide the Personal Representative’s Social Security Number and date of birth.