Get Probate Appointment Worksheet - Pwcgov

Completing the probate appointment worksheet can be a straightforward process when you know how to navigate its components. This guide will provide you with step-by-step instructions to effectively fill out the PROBATE APPOINTMENT WORKSHEET online.

Follow the steps to complete the worksheet accurately.

1. Click ‘Get Form’ button to obtain the worksheet and open it during your online session.
2. Fill in the date and total number of pages at the top of the form. This helps to track the completeness of your submission.
3. Begin with the General Information Worksheet. Enter your full name, mailing address, and phone numbers including home, work, and cell. Also, provide your email address.
4. If you have an assisting attorney, include their name, mailing address, phone number, and email. Indicate the reason for requesting the appointment by selecting from the options provided.
5. Fill in the decedent’s full name, their address at the time of death, and their date of birth and death. If the decedent lived in a nursing home, note the previous residence address.
6. Indicate whether the decedent died with or without a will and provide the date of the will (if available) and the names of the named executors.
7. List the decedent's marital status at the time of death (married, single, divorced, widowed) and create a list of heirs at law including their full names, addresses, relationship to the decedent, and ages.
8. Proceed to the Estate Asset Worksheet. Answer questions regarding real estate ownership in specific regions, making sure to include only those assets held in the decedent’s name only.
9. Detail all assets with their respective values as of the date of death, categorizing them under personal property and real estate as instructed.
10. Once all sections are completed, review the information for accuracy. You will also need to keep the last two pages for reference when the probate clerk contacts you.
11. Finally, save the changes to your document, and download, print, or share the form as needed. Ensure you have all required documentation ready for your appointment.

Start filling out your PROBATE APPOINTMENT WORKSHEET online today!