PROBATE ESTATE INFORMATION

Hello & Thank You for your interest in Jarrett & Hoyt. Please complete the Probate Estate Form below. If you have any questions, please contact our law office at 802.864.5951. We look forward to working with you!

Jarrett & Hoyt are located at 1795 Williston Rd in South Burlington, Vt in South Burlington, Vermont in the KeyBank Building near Burlington International Airport.

You will receive a TXT Message Reminder approximately 24 hours prior to your Appointment.

Please DO NOT USE EMAIL to send Sensitive Information. We use Clio & Microsoft Online Services for Client Relationship Management & Document Storage. We only request basic information unless you hire the firm to represent you in your legal matter.

We do not require your Social Security number unless it is for a specific reason -- such as where it is required for certain legal services such as for recording deeds, long term care applications, and probate, guardianship and trust administration matters. If we need this information, we will ask you to call our office and provide the number to us.

If you have any questions, please don't hesitate to contact our law office. We look forward to working with you!

Contact information

Prefix

First name *

Middle name

Last name *

Date of birth

Company

Emails

Address *

Type

Upon submission, a copy of this form will be sent to the primary email.

Add email

Addresses

Street address

Country

City

State/Region

Zip/Postal code

Address type

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Phone numbers

Phone number

Type

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Proposed Fiduciary: (Executor/Administrator)

Contact information

Relation to deceased:

Please provide SSN via telephone or in person

I. General Information

Name of Deceased:

Address:

Date of Death:

Date of Birth:

Marital Status (single/married/widowed):

Name of Surviving Spouse:

Name of Predeceased Spouse:

Name of Ex-Spouse:

Veteran?

Did Decedent have a Will?

Date of Will:

Location of Original:

Are there any Codicils?

Location of Codicils:

II. Heirs at Law and/or Next of Kin

Heir 1

Heir 2

Heir 3

Heir 4

III. Probate Assets as of Date of Death

REAL ESTATE – INDIVIDUALLY TITLED OR AS “TENANTS IN COMMON”

Real Estate 1

Real Estate 2

Real Estate 3

BANK ACCOUNTS – INDIVIDUAL ACCOUNTS / NO BENEFICIARY

Account 1:

Account 2:

Account 3:

Account 4:

Account 5:

INVESTMENTS (non-qualified brokerage) – INDIVIDUAL ACCOUNTS / NO BENEFICIARY

Investment 1:

Investment 2:

Investment 3:

Investment 4:

Investment 5:

Investment 6:

LIFE INSURANCE/ANNUITIES (non-qualified) – NO SURVIVING BENEFICIARIES OR NAMES ESTATE

Policy 1:

Policy 2:

Policy 3:

Policy 4:

Policy 5:

IRAs/401(K)s/OTHER RETIREMENT – NO SURVIVING BENEFICIARIES OR NAMES ESTATE

Retirement 1:

Retirement 2:

Retirement 3:

Retirement 4:

Retirement 5:

Vehicles Titled in Name of Decedent Alone (cars, motor homes, boats, etc.)

Vehicle 1:

Vehicle 2:

Vehicle 3:

Other Assets (businesses -LLCs or partnerships, promissory notes, collections/ antiques/art)

Other Asset 1:

Other Asset 2:

Other Asset 3:

Other Asset 4:

SAFE DEPOSIT BOX?

KNOWN EXPENSES/CREDITORS (funeral expenses, medical, credit cards, other debts)

Expense 1:

Expense 2:

Expense 3:

Expense 4:

Expense 5:

Expense 6:

DOCUMENTS TO PROVIDE

Original Will/Codicil

Original Death Certificate

Copy of Death Certificate of deceased heirs:

Copies of real estate deeds AND property tax bills

Copies of all financial statements (date closest to date of death)

Statement of proceeds for life insurance

Copies of automobile registrations

Copy of paid funeral bill