Products tagged with 'estate administration form'

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Survivor Checklist | USA

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.
$6.29 $5.99

Receipt and Release by Beneficiary of Estate

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.
$2.49