Get Death First Call Sheet Pdf

Filling out the Death First Call Sheet Pdf is an important step in managing the affairs of a deceased individual. This guide provides clear, step-by-step instructions tailored to assist users in completing the form efficiently and accurately.

Follow the steps to fill out the form accurately.

1. Press the ‘Get Form’ button to obtain the Death First Call Sheet Pdf and open it in your online editor.
2. Begin by filling out the decedent information section. Provide the first name, middle name, last name, and maiden name of the deceased. Next, enter the street address, city, state, zip code, date of birth, date of death, and location of death.
3. Move to the executor information sheet. Here, include the executor's first name, middle name, last name, and social security number. Additionally, complete the address fields, including street address, city, state, and zip code, and provide home, work, and cell phone numbers.
4. In the interested parties section, list the names and details of spouses, legatees, heirs, and creditors as applicable. Indicate whether they are a minor or disabled by checking the appropriate boxes.
5. Progress to the asset information section. List all real estate properties by completing details such as title, street address, city, state, zip code, and estimated value for each property.
6. Continue to fill in information for bank accounts by identifying the name of the bank, street address, account number, and value of each account.
7. Next, document any stocks and bonds. Include the company name, certificate number, number of shares or face amount, title, and value.
8. For brokerage accounts and retirement accounts, provide the necessary details following a similar format: financial institution name, address, account number, primary beneficiary, and contingent beneficiary.
9. List all liabilities including lender information, the type of liability, outstanding balance, and other relevant details.
10. Review all filled sections for accuracy. Once completed, save your changes, download, print, or share the filled form according to your needs.

Complete your documents online today for a seamless process.