Get Small Estate Information Form

Completing the Small Estate Information Form is an essential step for those looking to apply for a Certificate in Lieu of Grant or Letters of Administration. This guide will provide clear instructions tailored to users of all experience levels, ensuring a smooth online submission process.

Follow the steps to fill out the Small Estate Information Form effectively.

1. Click the ‘Get Form’ button to access the Small Estate Information Form and open it in your preferred online document editor.
2. Begin by filling in the information about the deceased. Include the full name, any other commonly known names, and their address. If any question is not applicable, make sure to indicate this with 'N/A'.
3. Next, provide details about the marital status of the deceased. Indicate whether they were a bachelor, spinster, married, divorced, or a widow/widower. If married, also specify if there is a surviving spouse and their full name.
4. Indicate the deceased's employment status. Choose between employed, unemployed, or retired. If employed, write down the name of the employer. If unemployed, state the name of the last employer.
5. Answer whether the deceased had a will and if they owned any real estate. If they owned real estate, answer the additional questions regarding how the real estate was held.
6. Provide information regarding the children of the deceased, including how many they had and if any are minors. List the full names of all children.
7. Indicate whether the parents of the deceased are living. If so, provide their full names.
8. Move to the assets and liabilities section. List all known assets and liabilities and ensure the total amounts are calculated accurately.
9. Fill out the applicant's information sections, including their full name, relationship to the deceased, address, and contact information. Ensure this section is complete as it identifies who is submitting the form.
10. Lastly, make sure to prepare the required documents to accompany your application. Confirm which documents apply and ensure they are original or certified copies as needed.
11. After reviewing all information for accuracy, you can then save changes, download the completed form, print it for submission, or share it as needed.

Complete your Small Estate Information Form online today to initiate the application process smoothly.