Please be prepared with the following information:

  1. Decedent General Information: name, address, date of birth, date of death, social Security number
  2. Will: location & date of will, location & date of codicil
  3. Personal representative: name, address, phone, relationship to decedent
  4. Decedent family information: spouse & children general information (names & ages)
  5. Assets: safety deposit box, Florida real estate approx. value, out of state real estate approx. value, bank accounts, investment accounts, retirement accounts, stocks, bonds, vehicles - approx. value of each and how many companies.
  6. Creditors: credit cards, mortgages, loans, liens- approx. values and how many.

Open Long Probate Online Form

Please be prepared with the following information:

  1. Decedent General Information: name, address, date of birth, date of death, social security number
  2. Will: location & date of will, location & date of codicil
  3. Personal Representative: name, address, phone, relationship to decedent
  4. Decedent's Spouse: name, address, phone, social security number
  5. Decedent's Children: name, date of birth (if minor), address, phone, and social security number for all children
  6. Other Potential Beneficiaries: name, date of birth (if minor), address, phone, and relationship to decedent for all potential beneficiaries
  7. Assets: safe deposit box & Location
  8. Real Estate: addresses, DOD values, how titled, and homestead status.
  9. Stocks & Bonds: name of companies, type of security, location of certificate, date of death values
  10. Bank Accounts: bank names, account numbers, how titled, date of death values
  11. Money Market accounts or Certificates of Deposit: institution names, account numbers, how titled, date of death values, US Government bonds: how titles, location of bonds, name of transferee if to be cashed, cate of death value
  12. Mortgage and Notes: mortgagor's addresses, terms of obligation, date of death values
  13. Other Lien Holders Against Real Estate: lien holder name, address, terms of obligation, date of death value
  14. Homeowner/Condominium Associations: association name, address, terms of obligation, date of death value
  15. Insurance on Decedent's Life: company name, policy number, beneficiaries named, location of policy, date of death value
  16. IRA/401K/Pension/Annuities: company name, policy number, beneficiary named, location of policy, date of death value
  17. Vehicles: model, year, how titled, location of title, date of death value
  18. Miscellaneous personal property