Cane & Boniface, PC One Main Street Suite 1 Nyack, New York 10960

Transcription

1 Cane & Boniface, PC One Main Street Suite 1 Nyack, New York info@caneboniface.com Barbara H. Cane, of Counsel ADMITTED IN NY MA Courtney E. Boniface ADMITTED IN NY NJ CT Bridget T. Eichinger ADMITTED IN NY Gianna O. Zonghetti ADMITTED IN NY Attorneys at Law ESTATE WORK LIST Please complete as much of the information below which will help us with administering the estate. It is important to use legal names. If you need additional space, please attach additional sheets. Please do not hesitate to call our office if you have any questions. Information about the Decedent: Legal Other names used, including maiden name County Social Security Number Date of Birth Date of Death Last Occupation Employer and Father s Mother s Maiden Lived in any other states? US Citizen? Veteran? Family Members Surviving Spouse Predeceased Spouse Never Married Divorced? of ex-spouse, date of divorce, location of divorce

2 Children (please indicate if any are deceased) Grandchildren

3

4 Documents: List estate planning documents (will, revocable living trust, irrevocable trust, etc.): If decedent did not have a will/trust check here Primary Executor(s)/Trustee(s)

5 Alternate Executor(s)/Trustee(s) Beneficiaries if different from above

6 Other important contacts Lawyer Accountant Financial Advisor Insurance Broker Animal caretaker