Products tagged with 'estate administration form'

This Survivor Checklist will guide you through the tasks that need to be dealt with when a loved one passes away, at a time when it is most difficult to deal with such matters.

• This checklist is for the United States and makes reference to US forms and procedures.
• The checklist will help you focus on the necessary tasks and gather the items needed by the executor or administrator (personal representative), including:
  • actions that must be taken immediately following the person's death by the spouse, family or personal representative,
  • items that must be attended to within a reasonable period of time following the death, such as paying the deceased's creditors and applying for Social Security benefits for the spouse and minor children,
  • documents that must be obtained in order to administer the estate,
  • procedures for transferring title to the deceased's property.
• Available in MS Word format.
• Intended to be used only in the United States.

Estate executors, when you distribute property to the beneficiaries as set out in the Will of the deceased, have each of them sign this Receipt and Release form.

• The beneficiary acknowledges receipt of the estate property.
• The beneficiary releases the executor from any liability in connection with the beneficiary's interest in the estate.
• The beneficiary indemnifies the executor against any claims with respect to the distribution.
• This is a reusable form which you can use each time you make a distribution of estate assets to a beneficiary.
• The form can be used in any jurisdiction which does not have a statutory form.

This Community Property Survivorship Affidavit can be used by any resident of Washington State whose spouse is recently deceased.

Purpose of Survivorship Affidavit

Washington is a community property state. If both spouses jointly hold title to the home as community property and one spouse dies, this Affidavit form must be recorded with the County Recorder's Office in order to get the title insurance transferred to the surviving spouse.

Contents of Affidavit

The person making the affidavit must be the rightful successor to the title to the property. They must attest that:

• that the property is subject to a community property agreement which was recorded with the County Recorder,
• that no probate proceedings have begun for the deceased spouse's will,
• that no personal representative has been reported,
• that the community property agreement is still in effect, and
• that there are no unpaid debts or liabilities of the decedent, including funeral expenses.

Format and Jurisdiction

This Community Property Survivorship Affidavit is a downloadable MS Word document. It is intended for use only in the State of Washington.

Complete and file this Affidavit of Heirship for Arizona, to determine the ownership of property left by a person who died without a will.

• The person making the Affidavit (the affiant) must list all the potential heirs to the deceased person's estate.
• The affiant should not be a potential heir, but someone who knew the deceased person well enough to provide the required information.
• If there is real property (real estate) involved, the Affidavit will need to be recorded at the land records office before the property can be sold.
• Available in MS Word format.
• For use only in the State of Arizona.