Legal Toolkit Michigan Probate, Estate and Elder Law

A  Wills and trust documents;

B  Names and addresses of children and spouse, guardians for minor children, and any other heirs;

C  Copies of Real Estate deeds, Life Insurance policies, and list of other significant assets and institutions holding them (finances, retirement plans, investments, and other significant belongings);

D  List of life-changing events (e.g. births, deaths, divorce, marriage, financial windfall) which occurred since the creation of the will or between the creation of the will and the death of the decedent;

E  Copy of death certificate (if applicable);

F List of decedent’s debts if applicable (monthly bills and other debts such as mortgages);

G  Copy of funeral bill (if applicable).

H  List of any property allocations specifically required

I  List of desired charitable donations from proceeds of will

J  List of goals