NameAddressSocial Security No.Telephone (Cell)(Home)Name of SpouseSpouses Social Security NoTelephone (Cell(Home)Date and Place of MarriageDate and Place of DeathWas there a will? Yes NoCHILDREN (this includes any from previous marriages that were the deceased's)NameDate of Birth MM slash DD slash YYYY AddressBANK ACCOUNTS AND LIFE INSURANCE People often have bank accounts with children or other family members as signators on such accounts. It is important to know which accounts the deceased may have so we can list them in the probate. These accounts are commonly checking, savings, retirement, term life insurance, or whole life insurance. Many of the companies holding these accounts require the Court Order showing that you have been appointed as the Personal Representative. Do not be surprised if the account information cannot be shared with you prior to this order being supplied to them.FinancialInstitutionAccount #Account Holder(s)MISCELLANEOUSAny other information you think we should know about your loved one? This includes any vehicles, personal property, real property, time shares, etc.CAPTCHAΔ
