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Probate

The procedure to transfer assets of a decedent who died with a will (testate) or without a will (intestate).

Documents to Bring

Documents to Bring to Your Appointment

  • Death Certificate (if available)

  • Will and any Codicils (if available)

  • Decedent’s most recently filed federal and state tax returns

  • List of names and dates of birth of spouse, children, and beneficiaries

  • Assets in the name of the decedent

  • Motor vehicle titles

  • Assets payable to beneficiaries

  • List of creditors

  • Bills

  • Business documents showing ownership interest

Ready to Get Started?

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