Formal Administration Checklist For Opening Estate

FORMAL ADMINISTRATION CHECKLIST FOR OPENING ESTATE (All orders provided to the court must show the persons to whom the order is copied; and self-addressed stamped envelopes (with no return address) shall be provided for mailing) PROBATE CASE NUMBER: _______________ DATE OF DEATH: _________________ ESTATE OF: _________________________________________________________________ ATTORNEY OF RECORD: _____________________________________________________ ESTATE: 1. 2. 3. Testate ________ Intestate ________ Ancillary ________ Original WILL Filed? YES ______ NO ______ Death Certificate Filed? Other ________________________ YES ______ NO ______ Personal Representative - Testate Estate Named in Will _______ Selected by Majority _______ Waivers Attached _______ Personal Representative - Intestate Estate Spouse _______ Selected by Majority _______ Waivers Attached _______ Heir Nearest in Degree _______ Waivers Attached _______ Affidavit of Heirs filed? Yes _______ No _______ 4. 5. 6. BOND ­ Approximate Value of Probate Assets $___________________________ Waive by Will _______ Waive by Beneficiaries _______ Waivers Attached _______ Motion to Waive Bond Filed with Court _______ Court to Consider Bond _______ Has Notice Been Given of Petition for Administration to all Interested Persons? Yes _______ No _______ 7. As Attorney for the Personal Representative, I CERTIFY on __________________ (date) that I have personally reviewed the foregoing checklist and it is accurate. ______________________________ Attorney for Estate Attorney's Mailing Address: ______________________________ ______________________________ ______________________________ Telephone: ___________________ CLERK'S NOTES: Court Form ­ Rev. 03/07/2012 American LegalNet, Inc. www.FormsWorkFlow.com