hm-header-tran-470

Questionnaire

 DOWNLOAD QUESTIONNAIRE

Washington Probate Conference Checklist

(This information is helpful but not necessary for the initial conference.)

  1. Original of Will and/or Trust and/or Community Property Agreement
  2. Certified copy of Death Certificate
  3. Names and addresses of children of decedent
  4. Copies of:
    • Deeds, Mortgages, Contracts, Notes
    • Tax statements
    • Stock certificates
    • Bonds, Notes, etc.
    • Brokerage account statements
    • Mutual fund statements
    • Bank and credit union statements
    • Insurance policies
    • Annuities
    • Other investments
    • Vehicle title(s)
  5. Copy of most recent tax return