Probate and Estate Administration

Losing a loved one is difficult. Managing the accounting and distribution of their estate can be daunting. There are various details that will require your attention at this difficult time, details that should not be overlooked. Should additional issue arise, it could become overwhelming just trying to achieve some progress at all. THE LAW OFFICE OF JOSEPH MARINO, PC can assist you through the complicated process of Probating the Will or in the event that a Last Will and Testament cannot be found, the Administration Proceeding. Let us help you sort through the details as you work towards settling the estate of a loved one.

Probate a Will / Administration Check List

Estate Documents

Last Will and Testament
Trust

Insurance Documents

Life Insurance Policy(s)
Recent Annuity Statement

Financial Documents

Recent Statements for the following:

Bank Accounts
CD’s
Stock/Bond/Mutual Funds
IRA/ROTH IRA’s
401k
Defined Benefit Retirement Plan

Other information regarding monthly income:

Rental Income
Business Interests
Other:

Assets

Real Estate
Collectibles
Art
Antiques
Jewelry

Liabilities

Credit Cards
Personal Loans
Auto Loans
Other Loans
Mortgages

Personal Information:

Name:
Address:
Telephone Number
Email Address
Date of Birth
Married/Divorced /Widowed
If Married, name of Spouse
Number of Children