Listen First. Solve Second. Care Always.

4 documents an executor needs during probate

On Behalf of | May 28, 2024 | Probate |

As an estate’s personal representative, you must be ready when probate time comes. Simple mistakes can lead to delays affecting the estate’s beneficiaries and interested parties.

One of the ways to prepare is to get the documents you need during probate. These include:

1. Death certificate

The death certificate of the testator (the person who made the will) can simplify your process. You can use it to organize the funeral, access contents in a safe deposit box, obtain information about the testator from banks and insurance companies and so on.

As the decedent’s personal representative, you can request their death certificate through the funeral home staff. Once you obtain it, make many copies, as you may need to submit a copy at every step of the probate process.

2. Petition for probate

Do you need to go through a formal or informal probate? Did the decedent leave a will or not?

You need to know the process to initiate when filing an application or petition with the probate court. Get the appropriate form and submit it. Upon receiving your application, the court can accept your appointment as the estate’s executor, allowing you to assume your duties.

3. Notice to beneficiaries

Another document you need is a notice to spouse and/or children and other beneficiaries. This notice will advise them on their rights regarding the testator’s estate.

4. Notice to creditors

Potential creditors must also be informed of the decedent’s death. To do this, you will publish a notice in a legal newspaper in the county where the proceedings will be held. You will also mail each creditor a copy of the notice later.

Paperwork can be a complicated part of an executor’s work. Nonetheless, you can make your work more manageable by staying informed and asking for help where needed.