PERSONAL INFORMATION REGARDING DECEDENT
DID THE DECEDENT LEAVE ANY CHILDREN? IF SO, PLEASE LIST THEM BELOW:
IF THE DECEDENT HAD NO SURVIVING SPOUSE OR CHILDREN, WHO IS THE SURVIVING NEXT OF KIN?
NIECES & NEPHEWS
Bank accounts, CD's, brokerage accounts, stocks, corporate or U.S. bonds, other
OTHER PROPERTY WITH DESIGNATED BENEFICIARIES
Did the deceased have IRA's, Vested Pension Plans, Annuities, or other assets that passed upon death to a particular beneficiary whom the deceased had designated?
Mortgages, notes to banks, notes to others, loans on insurance, other
(Autos, R.V.'s, Boats, Antiques, Heirlooms, Jewelry, Collections, etc.)
Please bring copies of the following documents with you to the meeting with the attorney:
Original Will, Codicil, Trust Agreements, Memorandum regarding distribution of personal property.
Real Estate Deeds, appraisals or real estate tax bills
Divorce Decrees, Prenuptial Agreements, Adoption Papers
Two original death certificates
Life insurance policies
Income tax return
Statements for bank accounts owned solely or jointly by the decedent showing their value on the date of death
The Law Offices of Cheryl L. Walsh
31431 Rancho Viejo Rd., Ste. 102
San Juan Capistrano, California 92675
Tel: (949) 240-9003; Fax: (949) 240-9083