When meeting with a lawyer for the first time to discuss probate applications, executors should come prepared with essential documents and information. This initial meeting is crucial for understanding the specific requirements of the probate process. Here's a list of items an executor should consider bringing to their first appointment:

 

Death Certificate: Bring the original death certificate of the deceased. This document is crucial for initiating the probate process.

 

Last Will and Testament of the Deceased: Provide the original or a certified copy of the deceased person's will. If there is no will, be prepared to discuss the intestacy laws that will govern the distribution of assets.

 

List of Assets and Liabilities: Compile a comprehensive list of the deceased person's assets, such as real estate, bank accounts, investments, personal property, and any outstanding debts. This information will help determine the scope of the estate.

 

Titles and Deeds: Bring any titles, deeds, or ownership documents related to real estate and other valuable assets. These documents are essential for establishing ownership and determining how assets should be distributed.

 

Financial Statements: Provide bank statements, investment account statements, and other financial documents that detail the deceased person's financial holdings. This information assists in valuing the estate.

 

Life Insurance Policies: Bring copies of any life insurance policies held by the deceased. These policies may have direct beneficiaries and can impact the overall estate value.

 

Contact Information for Beneficiaries: Bring the names and contact information of heirs, beneficiaries, and any other individuals mentioned in the will. This information is crucial for the probate process.

 

Executor's Identification: Bring your identification, including driver's license and current passport to verify your identity as the appointed executor. If one or both of these pieces of documentation are not available, you will be required to bring additional documentation to verify your identity.

 

By coming to the first appointment with this information, the executor can help the probate lawyer to understand the estate's complexity and facilitate a more productive discussion about the next steps in the probate application process.

​

If you have been appointed as an executor of a deceased estate, and you believe you may need a grant of probate to administer the estate, contact us today to discuss your duties and obligations.