info@tjlawpllc.com
817-632-7711

Probate Packet

Probate Packet

PERSONAL INFORMATION OF DECEASED

Name
MM slash DD slash YYYY
MM slash DD slash YYYY
Address
MM slash DD slash YYYY

SPOUSE (Present and Any Prior)

Legal Name
Living Together
MM slash DD slash YYYY
Address

PERSONAL REPRESENTATIVE OR EXECUTOR NAMED IN WILL (Primary and Alternate) *Have they ever been convicted of a Class C Misdemeanor or a Felony?

Name
MM slash DD slash YYYY
Address

CHILDREN of Decedent

Name
Living Together?
Sex
Address

GRANDCHILDREN of Decedent

Name
Living Together?
Sex
Address

ASSETS/LIABILITIES (Fill Out the Corresponding Section with Values as of Date of Death)

Asset Type Reference
Cash/Financial Accounts (checking, savings, credit unions, money orders)See A
Real Estate (real property, recreational development, time-shares, etc.)See B
Mineral Interests (mineral, oil and gas leases, royalty interests, etc.)See C
Brokerage/Mutual Fund AccountsSee D
Stocks, Bonds, and Other Securities (brokerage and mutual funds)See E
Closely Held Business Interests (sole proprietorships, professional practices, C-Corps, LLC, S-Corp, partnership, etc.)See F
Business Personal Property (patents, copyrights, trademarks, and royalties)See G
Retirement Benefits (401ks, IRA, teacher, railroad, etc.)See H
Life InsuranceSee I
AnnuitiesSee J
Motor Vehicles, Boats, Airplanes, Cycles, etc.See K
Other Miscellaneous Property (household and personal items)See L
Safe Deposit BoxesSee M

A – CASH & ACCOUNTS WITH FINANCIAL INSTITUTIONS (cash, traveler's checks, money orders, and accounts with commercial banks, savings banks, credit unions)

B – REAL ESTATE (real property, recreational development, time-shares, etc.)

Address

C – MINERAL INTERESTS (mineral, oil and gas leases, royalty interests, etc.)

D- BROKERAGE/MUTUAL FUND ACCOUNTS

E – STOCKS, BONDS, AND OTHER SECURITIES (brokerage and mutual funds)

F – CLOSELY HELD BUSINESS INTERESTS (sole proprietorships, professional practices, C-Corps, LLC, S-Corp, partnership, etc.)

G – BUSINESS PERSONAL PROPERTY (patents, copyrights, trademarks, and royalties, etc.)

H- RETIREMENT BENEFITS (401ks, IRA, teacher, railroad, etc.)

I – LIFE INSURANCE

J – ANNUITIES

K – MOTOR VEHICLES, BOATS, AIRPLANES, CYCLES, ETC.

L- OTHER MISCELLANEOUS PROPERTY (household and personal items)(re-sale value)

M- SAFE DEPOSIT BOXES