What Information do I Need to Settle a Loved One's Estate?

Lori Ashmore Peters
Connect with me
Helping Dallas area families with all of their legal Estate Planning, Probate and Business Planning needs.

You need specific information whenever someone does pass away.  An inventory appraisement and list of claims may eventually have to be prepared. If that is the case the attorney will need the specific information, such as, account numbers, account styles, the exact amount in the accounts as of the date of death.  They will also need the VIN numbers for the automobiles. You need to make sure you go to a qualified probate attorney so they can let you know exactly what you will need for the probate process.

More helpful information: Here is a list of documents you may need to settle your loved one's estate.