Probate Initial Meeting Checklist

Please be prepared to provide the following information. You may also bring appropriate corresponding documentation as noted below, if desired.

  • Original will (and codicil, if applicable).
  • Death Certificate.
  • Name, address, phone number, driver’s license number and SSN for the Applicant (usually either the proposed executor or administrator).
  • Name, address, phone number, age, marital status, and relationship to the decedent for all (potential) beneficiaries (including any who predeceased the decedent).
  • If decedent was married, date and place of marriage
  • If decedent was divorced, date and place of divorce
  • Any real estate owned by decedent outside Texas
  • Assets owned at the time of death:
    *Checking and savings account: Documents needed signature cards; Statements
    *Brokerage accounts and/or paper stock/bond certificates: Documents needed share certificates; account statement
    *IRAs and/or 401K’s: Documents needed Signature cards; account statement
    *Closely held business or partnership interests: Documents needed Company agreement; share certificates
    *Real Property: Documents needed Deeds; Mortgages
    *Automobiles, Boats, RV’s, ATV’s, etc.: Documents needed Title and/or registration
    *Life Insurance: Documents needed Policy; annual statement; beneficiary designations

– Mortgage (holder; outstanding balance)
– Auto loans
– Credit card debt
– Other