Maryland Lawyer & Real Estate Agents: Bankruptcy, Personal Injury, Worker's Compensation, Probate, Home Sales & Purchases, Largo, Upper Marlboro Maryland 20774

DOCUMENT REQUIREMENTS FOR

ESTATE ADMINISTRATION/PROBATE CASES

A death certificate for the deceased.
A copy of any will, amended will or codicil that may exist.
Past three (3) months of bank statements from all banks (checking, money market & savings).
Past three (3) months of the decedent's check register.
Past three (3) months of information regarding the value of any and all retirement plans (thrift savings, 401K, 403B, Valik, etc.).
Past three (3) months of statements regarding any mutual funds, stocks, bonds, etc.
Information relative to any life insurance policies
Any & bills/debts owed by the decedent.
Title to any vehicles, boats, motorcycles, motor homes, etc. owned by the decedent either solely or jointly with any other persons.
Deeds to any and all real property owned by the decedent either solely or jointly with any other persons.
Names and addresses of any and all living heirs of the decedent.
Information regarding any child that has predeceased the decedent.
Name & address of the decedent.
Location of the decedent's death.
Prior years State and Federal tax returns including all schedules, exhibits & copies of W-2s.
Payoff figures or statements on all secured debts such as mortgage loans, vehicle loans, furniture payments, computer or other electronics payments, etc.
Copies of any divorce documents, separation agreements and child support orders, and any court-ordered amendments that may exist at the time of death.
Proof of ownership and a market analysis or appraisal for all real property in which the debtor has an interest. You may find information regarding proof of ownership and neighborhood sales at the SDAT website.
Documentation of any pending personal injury, wrongful death or medical malpractice claims.
Documentation of any anticipated personal injury, wrongful death or medical malpractice claims.
Payoff and fair market value information relating to any and all cars, boats, motor homes, etc. on which your name is on the title. You may obtain this information at the NADA website.
A credit report received within thirty (30) days of the date of death.
Names & ages of all children, natural and adopted along with any and all other dependents.
Names & addresses of any and all co-signors on any debt.
Names & address of any persons who held any property with the decedent jointly at the time of death.