CHECKLISTS

• Estate Administration Check Plan Long Version
• Estate Administration Check Plan Short Version
• Business Owner Checklist
• Checklist for Probate Forms
• Asset Preservation and Management Checklist
• Checklist to Transfer Stock

FORMS         

• Analysis of Will
• Asset Tracking Form

• Critical Date Form
• Estate Administration Questionnaire
• Business Interest Form
• Computation of Elective Share Worksheet
• Divorce Form
• Disclaimer Form
• Statement of Pending Litigation
• Adopted and Illegitimate Children Form
• Will Contest Form
• Environmental Problems Form
• Renunciation of Executor Form
• Will Not Self-Proving Form
• List of Estate Accounts - Tracking System
• Receipts for Items Retained by Attorney/Delivered to Executor

                  Receipt for Documents

                        Receipt for Jewelry and Personal Effects

                        Receipt for Original Insurance Policies

                        Receipt for Original Annuity Contracts

                        Receipt for Art and Collections

                        Receipt for Titles to Motor Vehicles

                        Receipt for Credit Cards

• Credit Card, Mortgage or Car Loan Life Insurance Form
• Analysis of Trust Form
• Application – Probate
• Authorization to Accept Service of Process
• Proof of Witness
• Acceptance of Testamentary Trusteeship
• Notice of Probate
• Proof of Mailing to Surrogate         
• Executor/Administrator’s Deed (NJ)          
• Stock Power/Bond Power
• Affidavit of Domicile
• Calculation of Executor's Commissions and Attorney's Fees    
• Flat Tax Affidavit - Specific Devise or Jointly-Owned
• Flat Tax Affidavit - General Devise
• Executor’s Affidavit of Services
• Attorney’s Affidavit of Services
• Certification Regarding Child Support
• Waiver and Accounting and Release
• Informal Accounting
• Formal Accounting
• Waiver of Formal Accounting and Approval of Distribution        
• Order to Show Cause
• Complaint on Formal Account
• Affidavit of Mailing
• Affidavit of Inquiry Judgment
• Schedule of Final Distribution
• Release and Refunding Bond
• Client Satisfaction Survey

LETTERS

• Initial Consultation Letter
• Financial Release Authorization
• Letters to Beneficiary          

                        Option 1:         Disclaimer

                        Option 2:         Automobile

                        Option 3:         Enclosing Form K-1

                        Option 4:         Notice of Probate and Certification re: Child Support

                        Option 5:         Accounting and Release and Refunding Bond

                        Option 6:         Distribution

                        Option 7:         Specific Bequest

                        Option 8:        Federal Income Tax Basis of Distributed Estate Assets

                        Option 9:         Income Tax Basis

                        Option 10:       US Savings Bonds - IRD Credit

                        Option 11:       Form K-1 from Trust

• Letter to Surrogate   

                        Option 1:         Disclaimer

                        Option 2:         Probate by Mail

                        Option 3:         Requesting Additional Short Certificates

                        Option 4:         Requesting Exemplified Copy of Will

                        Option 5:         Release and Refunding Bond

                        Option 6:        File Notice of Probate and Proof of Mailing

                        Option 7:        Filing Ancillary Probate

• Letter to County Clerk re: Disclaimer involving Real Estate       
• Letter from Executor to Attorney re: Pending Litigation
• Letter to Renouncing Executor
• Engagement Letter   (Hourly Fee or Flat Fee)
• Letter to Attorney                                                                              

                        Option 1:        Requesting Original Will

                        Option 2:        Requesting Proof of Witness

                        Option 3:        Requesting Decedent’s File and Final Bill for Services

• Letter to Executor re: initial meeting, strategy for administration, and request for additional documents
• Letter to Funeral Director/Municipality Ordering Death Certificates
• Letters to Attorney General

                        Option 1:         Giving notice of charitable bequest

                        Option 2:         Giving notice of charitable bequest enclosing

                                                Refunding Bond & Release

• Letter to Internal Revenue Service

                        Option 1:         Filing Forms 56 and 2848

                        Option 2:         Application for Extension - Form 4868

                        Option 3:         Application for Additional Extension - Form 2688

                        Option 4:         Enclosing Form 1040

                        Option 5:         Filing and Paying Estimated Tax

                        Option 6:         Enclosing Form 706

                        Option 7:         Requesting Credit/Refund for Overpayment

                        Option 8:         Requesting Extension to File 1041 - Form 2758

                        Option 9:         Filing 1041

                        Option 10:       Extension for Trust 1041

                        Option 11:      Prompt Audit Requested

                        Option 12:      Special-Use Valuation

                        Option 13:      Notice of Protective Election under Special-Use Valuation

• Letter to Bank           

                        Option 1:         Opening the Estate Checking Account

                        Option 2:         Requesting DOD Values

                        Option 3:         Closing Out Account and Requesting Proceeds

                        Option 4:         Withdrawing One-half of Proceeds of Account

• Letter from Executor to Bank re: Statements to Law Firm
• Letter to Executor

                        Option 1:         Enclosing Monthly Bank Statement

                        Option 2:         Follow-up Letter Requesting Additional Information

                        Option 3:         Stock/Bond Power and Affidavit of Domicile

                        Option 4:         Liquidating Shares

                        Option 5:         Respecting IRA Elections

                        Option 6:         Transferring Vehicle

                        Option 7:        Requesting Information to File Decedent’s Final Federal and State 1040s

                        Option 8:        Enclosing Final Federal and State 1040s for Signature

                        Option 9:         Requesting Information for Form 709

                        Option 10:       NJ-ITR for Review

                        Option 11:       Enclosing Form 706

                        Option 12:       Requesting Information to File Form 1041

                        Option 13:       Enclosing Final Form 1041 for Signature

                        Option 14:      Informal Accounting and R&R

• Letter to Social Security Administration to advise of death, return Social Security check and/or submit Form SSA-8 (if applicable)
• Letter to Veterans Administration to advise of death, return VA check, request information on life insurance benefits and request Form VA Form 21-530
• Letter to Funeral Director Concerning Burial Allowance
• Letter to Bureau of Vital Statistics
• Letter to Utilities
• Letter to Postmaster enclosing Postal Service Form 3576 requesting a change of address
• Letter Canceling Charge Accounts and Credit Cards     
• Letter to Magazine Publisher
• Letter to Debtor re: Future Payments
• Letter to Tax Consultant
• Letter to Charity re: Taxpayer Identification Number
• Follow-up Letter to Institution Requesting DOD Values
• Letter to Appraiser

                        Option 1:         Arranging DOD Appraisal of Tangible Personal

                                                Property

                        Option 2:         Arranging DOD Appraisal of Real Estate

                        Option 3:         DOD Appraisal of Business Interest

• Notice to Tenant re: Future Payments
• Notice to Landlord
• Letter to Insurance Company

                        Option 1:         Loss Payee

                        Option 2:         Sale or Transfer of Automobile/Cancellation

                                                of Insurance

                        Option 3:         Requesting Claim Forms

                        Option 4:         Filing of Life Insurance Claim and Requesting

                                                Form 712

                        Option 5:         Requesting Form 712 Post-Claim Payment

                        Option 6:         Decedent-Owned Policy on Life of Another

                        Option 7:         Requesting Statement of Value for Annuities

• Letter to Mortgage Company Requesting Pay Off and information regarding credit life insurance
• Letter to Attorney to File Exemplified Copy of Will and Prepare New Deed
• Letter to Brokerage Firm

                        Option 1:         Requesting DOD Values on Brokerage

                                                            Account(s), Including Accrued and

                                                            Dividends/Interest

                        Option 2:         Opening Estate Account, Arranging Transfer

                                                            of Securities to Estate Account, and

                                                            Obtaining DOD Values

• Letter to Transfer Agent

                        Option 1:       Requesting Requirements for Transfer of Stock

                                             Ownership

                        Option 2:       Stock/Bond Power(s) and Affidavit(s) of Domicile

                        Option 3:       Change of Address for Dividends

                        Option 4:       Re-registering Stock in Name of Surviving Joint Tenant

• Letter to Secretary of State re:  Worthless Stock
• Letter to Computer Search re: Liquidating Shares
• Letter to Company re: Transferring Securities
• Letter to Employer Re: Benefits
• Letter to Plan Administrator re: Retirement Benefits/401k/IRA
• Letter to Surviving Spouse re:  Transferring Vehicle and Insurance
• Letter to CPA re: Valuation of Closely Held Business
• Letter to Creditor

                        Option 1:        Requesting DOD Balances

                        Option 2:         Allowing Claim

                        Option 3:         Rejecting Claim

                        Option 4:         Rejecting Claim After Rule to Bar

                        Option 5:         Estate is Insolvent

                        Option 6:         Payment

• Letter from Executor to IRS 

                        Option 1:         Requesting Assessment of Taxes Imposed

                        Option 2:         Requesting Discharge from Personal Liability

• Letter - Order Charles Jones Search for Child Support
• Letter to Bonding Company re: Discharge
• Disengagement Letter