Probate Checklist

Ep 223 | North Carolina Probate Check List | Estate Pro Service, LLC

Probate Checklist

  • Secure Any Real Estate
    • Post No Trespassing Notice (If real estate is vacant)
    • Obtain Vacant Property Insurance Rider (If real estate is vacant)
    • Make Sure Real Estate & Personal Property Is Locked Up & Secure
  • Obtain The Death Certificate
  • Get A Copy Of The Will (if applicable)
  • Notify Life Insurance Company(ies) Of The Death
  • Decide On Attorney Representation (unless filing pro-se, ie. filing without legal counsel)
  • Determine Which Level Of Probate Is Necessary For The Estate
  • File Probate With The County Clerk
  • Run A Notice To Creditors In Newspaper
  • Set Up A Bank Account For The Estate
  • Set Up Auto-Pay Mortgages, Utilities & Similar Bills Paid Through Disposition
  • Determine Legality & Timeframe For Selling Real & Personal Property

(speak with a Probate attorney and a real estate professional who is familiar with Probate)

  • Clean Out Any Real Property
    • Have Any & All Real Property (real estate) Repaired & Maintained
      • Lawn & Landscape Maintenance
      • Gutter Cleaning
      • Painting & Exterior Trim Repair
      • Mechanical Servicing Such As HVAC, Water Heaters, & Appliances
      • Interior Repairs & Maintenance Such As Plumbing, Electrical, Condition Upgrades, etc.
    • Identify & Divide Personal Property That Heirs Will Keep
    • Arrange For An Estate Sale Of Any Valuable Property That The Heirs Don’t Want
    • Donate clothing & belongings that the heirs don’t want to sell or keep
    • Schedule Cleanout Company To Dispose Of All Non-Valuable Items That The Heirs Don’t Want
    • Arrange For A Final Cleaning Of The Property(ies)
  • Sell Or Rent Any Real Estate Desired
  • Start An Inventory Of Assets
  • Life Insurance

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  • Investment Accounts _________________________________________________________________________

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  • Checking & Savings Accounts

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  • Employer Pay (ex: final paycheck, death benefits, etc.)_________________________________________

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  • Debts

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  • Valuable Personal Property

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  • Real Estate (Equity)

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  • Real Estate (Mortgages) ______________________________________________________________________

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  • Other:  ________________________________________________________________________________________
  • Notify Known Creditors & Obtain Payoff Information – Have Them Discontinue The Accruement Of Interest
  • Notify The Social Security Administration & Ensure Survivors Receive Benefits (If applicable)
  • Finalize an asset distribution plan
    • Pay the estates final debts
    • Dispose of assets not going directly to heirs
    • Ensure the final distribution of assets to heirs in the will or according to state intestacy laws
  • Pay the estates taxes
  • Close the estate
  • Close the estate bank account after all debts are settled and money is distributed
  • File a final accounting with the probate court and ask for the estate to be closed

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