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May 1, 2017
Losing a cherished loved one can be a difficult time. It also means taking on the responsibility as an
executor or trustee. After the funeral is complete, thought should be given to administering the
estate.
During our initial meeting, we will outline this process for you. The estate administration begins
with gathering necessary information. All the necessary documents may be unavailable until after
the estate is opened in court and the personal representative is given authority to act on behalf of the
estate. The documents and information to gather and bring with you are:
1. Original Last Will and Testament. This is the legal document that states how the assets and
estate will be distributed, and to carry out the provisions of the will.
2. Death certificates
4. Lists of names, addresses, contact information, birthdates and social security numbers for all
executors, trustees, beneficiaries and heirs
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8. Beneficiary designation for life insurance, annuities and retirement accounts (IRA, 401(k),
pension, etc.)
The specific legal process that is required to make sure that the estate of the deceased person is
managed properly, is called probate. The personal representative of the will is then responsible for
managing all assets and property, and payment of any necessary tax or debt obligations on behalf of
the deceased person. After all debts are paid, the remaining property is distributed to heirs and
beneficiaries.
We are here to assist you with the probate process to make sure it will be executed accurately. The
personal representative will account for all the property, possessions, and assets to establish a
monetary value of the estate. Creditors will have a time frame when they can present any debt
acquired by the testator that needs to be paid. The probate process from start to end, generally spans
one year.
Thank you for the opportunity to provide you with these complex services on your vital estate matter.
Our firms experience can help navigate the network involved in handling your loved ones estate and
guardianship matter.
Sincerely,
_____________________
Attorney Patrick Murphy
PM / lmh
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