Probate Form - Sawyer & Sawyer

Name of Decendent
Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Date of Birth
MM slash DD slash YYYY
Date of Death
MM slash DD slash YYYY
Social Security Number
Location of will, if any
Date of will
MM slash DD slash YYYY
Location of codicil, if any
Date of codicil
MM slash DD slash YYYY

Personal representative name in will (or person petitioning to be personal representative):
Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Phone
Relationship to decendent
Social Security Number
Alternate Named
Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Phone
Relationship to decendent

BENEFICIARIES OR HEIRS AT LAW:
Decedent's Spouse
Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Phone
Social Security Number
DECEDENT’S CHILDREN
Child #1
Name
Date of Birth, if minor
MM slash DD slash YYYY
Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Phone
Social Security Number
Child #2
Name
Date of Birth, if minor
MM slash DD slash YYYY
Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Phone
Social Security Number

Child #3
Name
Date of Birth, if minor
MM slash DD slash YYYY
Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Phone
Social Security Number
Child #4
Name
Date of Birth, if minor
MM slash DD slash YYYY
Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Phone
Social Security Number
Child #5
Name
Date of Birth, if minor
MM slash DD slash YYYY
Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Phone
Social Security Number
Child #6
Name
Date of Birth, if minor
MM slash DD slash YYYY
Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Phone
Social Security Number

Other Beneficiaries
Name
First Last
Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Phone
Relationship to decedent
Date of birth, if minor
MM slash DD slash YYYY
Name
First Last
Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Phone
Relationship to decedent
Date of birth, if minor
MM slash DD slash YYYY
Name
First Last
Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Phone
Relationship to decedent
Date of birth, if minor
MM slash DD slash YYYY

Assets
Safe Deposit Box?
- Yes
- No
Location
Real Estate:
Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
DOD Value
How Titled?
Homestead
- Yes
- No
Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
DOD Value
How Titled?
Homestead
- Yes
- No
Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
DOD Value
How Titled?
Homestead
- Yes
- No

Stocks and Bonds
Name of Company Type of Security How Titled Location of Certificate Date of Death Value
Bank Accounts
Bank Name Account Number How Titled Date of Death Value
Money Market Accounts or Certificates of Deposit
Name of Institution Account Number How Titled Date of Death Value
US Government Savings Bonds(E,EE,H)
How Titled?
Location of Bonds
To be cashed
- Yes
- No
Name of transferee
Date of death value
MM slash DD slash YYYY

Mortgages and Notes (receivable)
Mortgagor
Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Terms of Obligation
Date of death value
MM slash DD slash YYYY
Mortgagor
Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Terms of Obligation
Date of death value
MM slash DD slash YYYY
Insurance on Decedent's Life
Company Name Policy # Beneficiaries Named Location of Policy Date of Death Value
Annuities
Company Name Policy # Beneficiaries Named Location of Policy Date of Death Value
Vehicles
Model, Make, Year How Titled Location of Title Date of Death Value

Miscellaneous Personal Property
Documents needed by this office
Death Certificate
Max. file size: 128 MB.
Paid Funeral Bill
Max. file size: 128 MB.
Real Estate Deeds
Max. file size: 128 MB.
Vehicle Titles
Max. file size: 128 MB.
Copies of any bills/creditors addresses
Max. file size: 128 MB.
Last will and testament
Max. file size: 128 MB.
List of Creditors (provide copies of statements or names, address and account numbers)

Name of Company	Type of Security	How Titled	Location of Certificate	Date of Death Value

Name of Institution	Account Number	How Titled	Date of Death Value

Company Name	Policy #	Beneficiaries Named	Location of Policy	Date of Death Value

Model, Make, Year	How Titled	Location of Title	Date of Death Value

BENEFICIARIES OR HEIRS AT LAW: