|
Washington Probate Conference Checklist
(This information is helpful but not necessary for the initial conference.)
1. Original of Will and/or Trust and/or Community Property Agreement
2. Certified copy of Death Certificate
3. Names and addresses of children of decedent
4. Copies of:
-
Deeds, Mortgages, Contracts, Notes
-
Tax statements
-
Stock certificates
-
Bonds, Notes, etc.
-
Brokerage account statements
-
Mutual fund statements
-
Bank and credit union statements
-
Insurance policies
-
Annuities
-
Other investments
-
Vehicle title(s)
5. Copy of most recent tax return
6. Names of professional advisors
| 
