Sawyer & Sawyer
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  • BENEFICIARIES OR HEIRS AT LAW:

  • DECEDENT’S CHILDREN

  • Child #1

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  • Child #2

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  • Other Beneficiaries

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  • Assets

  • Real Estate:

  • Stocks and Bonds

  • Name of CompanyType of SecurityHow TitledLocation of CertificateDate of Death Value 
  • Bank Accounts

  • Bank NameAccount NumberHow TitledDate of Death Value 
  • Money Market Accounts or Certificates of Deposit

  • Name of InstitutionAccount NumberHow TitledDate of Death Value 
  • US Government Savings Bonds(E,EE,H)

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  • Mortgages and Notes (receivable)

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  • Insurance on Decedent's Life

  • Company NamePolicy #Beneficiaries NamedLocation of PolicyDate of Death Value 
  • Annuities

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  • Vehicles

  • Model, Make, YearHow TitledLocation of TitleDate of Death Value 
  • Documents needed by this office

  • Max. file size: 128 MB.
  • Max. file size: 128 MB.
  • Max. file size: 128 MB.
  • Max. file size: 128 MB.
  • Max. file size: 128 MB.
  • Max. file size: 128 MB.

With an office in Orlando, Florida, our attorneys at Sawyer & Sawyer, PA assist clients throughout the Central Florida area including all of Orange, Lake, Osceola, and Seminole Counties.

© 2023 Sawyer & Sawyer.

  • Home
  • About
    • Our Firm
    • Our Team
    • Testimonials
  • Practice Areas
    • Advanced Directive & Living Will
    • Young Adult Estate Planning
    • Durable Power of Attorney
    • Estate Planning
    • Estate Settlement
    • Guardianship
    • HIPAA Release
    • Living Trust 
    • Long Term Care Planning
    • Revocable Trust 
    • Sawyer Support
    • Supplemental Needs Planning
    • Trust Administration
    • Wills
    • Blog
  • For Clients
    • Client Forms
      • General Intake Form
      • Estate Planning Intake Form (Single)
      • Estate Planning Intake Form (Married)
      • Guardianship Intake Form
      • Medicaid Planning Intake Form
      • Estate Settlement Intake Form
    • Pay Bill
  • Pay Bill
    • General Payment
    • Trust Payment
  • Contact Us
  • Call Today: (407) 909-1900