(925) 943-2740
California Probate and Trust Administration

Our Initial Meeting

Documents and information to bring to our initial meeting.

Please bring the following documents to our initial meeting:

  1. Originals of all Wills and Codicils (if estate plan not prepared by our office)
  2. Originals of all Trusts and Amendments established by decedent (if estate plan not prepared by our office)
  3. Certified copies of death certificate if available
  4. Most recent personal income tax return

Please start gathering the following additional documents. It is helpful, but not necessary, to bring them to the initial meeting.

  1. Most recent statements for all mutual fund and stock brokerage accounts
  2. Most recent bank statements for accounts on which decedent’s name appears as either sole or co-owner in any capacity
  3. All IRA and qualified pension benefit documents, including beneficiary designation forms and plan descriptions
  4. Certificates of title (“pink slips”) for all automobiles, recreational vehicles, boats, trailers, motorcycles, airplanes, etc., in which decedent had any ownership interest
  5. All life insurance policies and annuity contracts, including beneficiary designation forms
  6. All deeds to real property in which decedent was either the landlord or tenant
  7. All passbooks and savings certificates on which decedent’s name appears
  8. Copies of all gift, estate, and/or generation-skipping transfer tax returns ever filed by the decedent or decedent’s spouse at any time in the past
  9. Most recent financial statements and tax returns for any partnership or other closely held business
  10. Copies of any partnership agreements, buy-sell agreements, and corporate minute book or records for any partnership or closely held corporation or limited liability company
  11. A list of tangible personal property items which, individually or as a group or collection, have a fair market value in excess of $3,000 (e.g. jewelry, art, antiques, or coin, stamp, book, gun, or wine collections)
  12. Copies of all bills for expenses of last illness, such as hospital and doctor bills, and an itemized list of all funeral and related expenses
  13. A list of any known debts, including credit cards, liabilities, pending lawsuits, or other claims of or against decedent
  14. Any other documents that you believe may be important to our understanding of the decedent’s personal and financial affairs
  15. Copies of any Trust of which decedent was a trustee or beneficiary at the time of death
  16. A list of all safe deposit boxes on which decedent’s name appeared, by bank and branch, and an inventory of the contents of each
  17. All deeds of trust, notes, or accounts receivable representing payments owed to decedent
  18. All stock certificates, bonds, or other securities

If you have any questions or if any of this information or documentation is not available by the time set for your appointment, we can discuss this at the time of the appointment.  Time is of the essence in these matters and we would prefer not to delay just because a particular document is not available.

 
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