Get I 747 Form

The I 747 Form is an essential document for applying for a certificate of appointment of an estate trustee with a will. This guide provides clear, step-by-step instructions to help you accurately complete the form online, ensuring a smoother application process.

Follow the steps to fill out the I 747 Form online.

1. Click the ‘Get Form’ button to obtain the I 747 Form and open it in your preferred editor.
2. In the first section, provide the name of the deceased individual, as well as the date of their death. If known, also include the deceased person’s date of birth.
3. Attach any necessary documents according to the notice's requirements. This may include extracts of the will for specific beneficiaries or copies of the will for other beneficiaries.
4. Complete the applicant section by entering the name and address of the person applying for the certificate.
5. List any beneficiaries under the age of 18, including their names, dates of birth, parent or guardian's name and address, and the estimated value of their interest in the estate.
6. In the next section, identify any persons who are mentally incapable and have guardians or attorneys. Include their names, addresses, and specify whether they have a guardian or an attorney.
7. If applicable, address any unborn or unascertained persons who may be entitled to share in the estate distribution.
8. Document all other individuals and charities entitled to share in the estate, providing their names and addresses.
9. Indicate the method of sending the notice to all relevant parties, ensuring you cover everyone involved, including guardians and the Children's Lawyer when necessary.
10. Complete the final section with any names of persons entitled to be served but have not been served, along with reasons for this. If not applicable, indicate this as well.
11. Once you have filled out all sections, review the form for accuracy. Save your changes, then download, print, or share the completed form as needed.

Take the first step towards completing your I 747 Form online today.