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Assignment of Estate

2. April 2009

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Assignment of Estate

Assignment of Estate I, _________________________, referred to as HEIR, herewith unconditionally assigns all of my right, title and interest in an expectancy of to the estate of _________________________ to _________________________, referred to as ASSIGNEE, under the terms and conditions stated herein. Said assignment is made without guarantee of the specific amount, if any, to be […]

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Personal Information Form for Trust Preparation

26. February 2009

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Personal Information Form for Trust Preparation

Personal Information Form for Trust Preparation Dated: __________________ Banking accounts: Certificates of deposit: Stock Brokers: Stocks not held by brokers: Parcels of real estate owned: Mortgages/liens against the real estate: C.P.A/Tax preparer: Powers of attorney given to: Debts owed me: Litigation in which I am a party: Attorney handling such litigation: Burial plot and information […]

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Request for Notice of Filing of Estate or Probate Proceedings

23. January 2009

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Request for Notice of Filing of Estate or Probate Proceedings

Request for Notice of Filing of Estate or Probate Proceedings _______________________ requests that the Clerk of this Court advise the undersigned if any estate proceeding is filed regarding ______________________. This notice should be sent to: ______________________ ______________________ ______________________ Dated: _____________ _________________________________________________ Requester cc Executor and/or Lawyer (s) concerned (elective—see Review List below) Request for Notice […]

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Revocation of Wills – Codicils

13. January 2009

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Revocation of Wills – Codicils

Revocation of Wills – Codicils I, _______________, herewith revoke all previous wills and codicils. Dated: _______________________ _________________________________________________ Signer We, the undersigned, witnessed the execution of this document by _______________, and _______________ expressed to us that this document expressed their desires. ___________________________________ Dated: ________________ Witness 1 ___________________________________ Dated: ________________ Witness 2 ___________________________________ Dated: ________________ Witness 3 […]

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Estate Oath in front of Notary

26. December 2008

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Estate Oath in front of Notary

Estate Oath in front of Notary ________________________________ Address: ______________________________________________________ STATE OF __________________ COUNTY OF _________________ Before me, the undersigned authority authorized to take acknowledgments and administer oaths, personally appeared: ___________________________ _______________________________________________________________ _______________________________________________________________ _______________________________________________________________ who after being having duly sworn or affirmed to tell the truth, stated: 1.  That ___________________________ declared this instrument to be their […]

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Employment Benefits Request, by Executor

23. December 2008

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Employment Benefits Request, by Executor

Employment Benefits Request, by Executor RE: Estate of ________________________. Official Date of Death: Social Security Number: Dear Sir or Madam: I am the Executor in the estate of the Decedent named above, and have included the proper information to indicate my role. It is my understanding that the Decedent was an employee with your organization. […]

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Last Will and Testament

14. December 2008

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Last Will and Testament

Last Will and Testament I, ______________, residing at _________, ___________, being of sound mind and in the contemplation of the certainty of death, do hereby declare this instrument to be my last will and testament. II. I hereby revoke all previous wills and codicils. III. I direct that the disposition of my remains be as […]

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Revocable Trust

14. December 2008

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Revocable Trust

Revocable Trust ______________, referred to herein as SETTLOR, and _____________, referred to herein as TRUSTEE, (the singular term “TRUSTEE” shall refer to multiple TRUSTEES if multiple TRUSTEES are appointed) in consideration of the covenants and undertakings herein agree: ARTICLE I CONVEYANCE OF PROPERTY TO THE TRUSTEE SETTLOR herewith assigns and conveys to the TRUSTEE, the […]

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Life Insurance Policy, Collection by Executor

10. December 2008

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Life Insurance Policy, Collection by Executor

Life Insurance Policy, Collection by Executor Re: Estate of: ___________________ Date of Death: __________________ Social Security Number: __________ To Whom It May Concern: I am the Executor of the Decedent named above.  I believe that the Decedent owned a life insurance policy or policies with your company but I do not know the policy number […]

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Checklist, for use by Executor

9. December 2008

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Checklist, for use by Executor

Checklist, for use by Executor Estate of: Date of Death: Social Security Number: The following Checklist should be used by the Executor to collect and investigate the assets and potential assets of the Decedent. The Executor is encouraged to send out copies to heirs and interested parties to help fill in the blanks, so to […]

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