Get Aoc E 201

Filling out the AOC E 201 form online is an essential step for individuals applying for probate and letters regarding the estate of a deceased person. This guide provides clear and comprehensive instructions, ensuring that users can complete the form accurately and efficiently.

Follow the steps to successfully complete the AOC E 201 form online.

1. Click the ‘Get Form’ button to access the AOC E 201 form and open it in the preferred editing tool for online completion.
2. Begin by filling in the applicant's details. This includes the names, addresses, and relationship to the decedent.
3. Move to Part I, where you will list property of the estate. Report each asset's details including account names, numbers, and fair market values associated with the decedent.
4. Continue with the section on joint accounts without right of survivorship. Clearly list details such as account institution, number, and other owners involved.
5. For stocks and bonds, determine if they are solely owned or jointly owned without right of survivorship. Indicate ownership percentages and their values.
6. In Part II, list any property that may need to be recovered to pay claims. Specify types of accounts, beneficial forms, and properties according to the categories provided.
7. Proceed to Part III, where you specify other non-administered properties such as insurance policies, retirement plans, and potential wrongful death claims.
8. Ensure that all necessary attachments are included, such as supporting documents for joint accounts, and that all valuations are accurate.
9. Review the completed form thoroughly for accuracy and clarity, correcting any errors or omissions.
10. Finally, sign the form and have your signature notarized or acknowledged as required. Save the completed document for submission.

Complete and file your AOC E 201 form online today to ensure proper management of estate assets.