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Dutton & Casey Decedent Estate Questionnaire

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Fields marked with a * are required

Additional Questions:

If yes, please indicate this next to their name.

If yes, please indicate this next to their name.

If yes, please complete:

1. Beneficiary of the life insurance policy:

2. Beneficiary of the life insurance policy:

3. Beneficiary of the life insurance policy:

If yes, please indicate the:

If yes, please include bank name and information.

If yes, please include bank name and information.

If yes, please fill out the fields below:

If yes, please fill out the fields below:

Additional Question:


 

Decedent’s Accountant or Tax Preparer:

RELEVANT DOCUMENTS

If available, please bring the following documents (or any other documents you deem relevant) to our meeting:

  • The Original Last Will and Testament
  • The Original Codicils
  • Copy of the Last Three Years Income Tax Returns (Federal and State)
  • Copy of Premarital or Postmarital Agreement
  • Copy of All Gift Tax Returns for Prior Three Years
  • Copy of Deeds to All Real Estate and Title Insurance Policies
  • List of Real Estate on Which Preliminary Title Reports Should be Obtained
  • Copy of Titles to Automobiles, Motorcycles, etc.
  • Copies of Stock Certificates
  • Copies of Bonds
  • Copies of Treasury Bills or Treasury Notes
  • Copy of All Trust Agreements and All Amendments
  • Copy of All Bank Statements Covering Date of Death Period
  • Copy of Safe Deposit Box Inventory
  • The Form 712 provided by Life Insurance Company
  • Minimum of three (3) Certified Death Certificates

REFERRAL SOURCE

By whom were you referred to this office? We’d like to thank them for putting you in touch with our firm.