Torrance Probate Attorney
Probate & Trust Administration Documents
trusts and sorting out a
will going through the
probate process is a daunting task to anyone not wholly familiar with what needs
to be done. The laws and
litigation surrounding the matter are extremely sensitive. One mistake could cause
the entire thing to take much longer, invalidate certain aspects of the
will, or ultimately cost you more finances than you originally had to
put into it. Rather than going into this complex procedure alone, let
an experienced Torrance probate and estate planning lawyer from the Law
Offices of James C. Shields help you.
The first step to a sound peace of mind could be working with our firm.
Contact us today.
Comprehensive List of All Documents
When someone passes away, you will need to gather a wide variety of documents,
information, and sundries related to their estate or assets. In order
to help you through this process, we have comprised a comprehensive listing
of all the documents and articles you might need. If you cannot locate
some of these items, our probate lawyers can help find them with you.
- Wills, trusts, and any amendment or codicils to them (originals ideal,
- Death certificate (originals ideal, copies may be acceptable)
- Bank account statements, deposit certificates, and other brokerage materials
- Records or copies of any stocks in privately-owned companies
- Treasury bills or bonds
- General or limited partnership certificates and agreements (originals ideal,
- Mutual fund account statements (originals ideal, copies acceptable)
- Deeds to real property, regardless of physical or geographical location
- Mortgages or deeds of trusts
- Information relating to IRA, Keogh, pensions, and annuity plans
- Information regarding relevant life insurance policies
- Tax returns (three years' worth, at least)
- All current or relevant credit card statements
- Certificates of title for possessed automobiles (sea vessels also included)
- Inventory, location, and number of all safe deposit boxes
- Name, address, and contact number of decedent's personal accountant
- Compilation of any lawsuits decedent was involved with (defendant, plaintiff,
- Listing of names and addresses all children, siblings, and nieces or nephews
- Anything else that might indicate assets or estate property of decedent
Note: Your situation may call for some, none, or all of these articles. You may
also require some documentation not included on this list. Be sure to
consult with a professional probate attorney to ensure nothing is overlooked.
Ready to Get Started? Call Us at 888.910.6652 Today!
The sooner you begin compiling all the paperwork required for your probate
administration or litigation, the sooner you will start to feel a general
sense of relief. All of that responsibility on your shoulders does not
need to stay there for long. Let our Torrance probate attorneys do all
the heavy lifting and all the stressful legwork on your behalf. Don't
you already have enough to worry about as it is?