PROBATE WORKSHEET
Estate of:
Personal Representative Information
Name: Relation: Contact #: Address: Probate Court Case File # Date of Death Date of Publication
Court Information
Date of Notice to Creditors
Subject Property Subject Property
Address:
Date Inventory Filed Will on File Type of Probate Independent Yes No
Personal Residence Zone SQFT YR BLT
Yes BR/BA
No Date Sold
Dependent / Court Supervised Determination of Heirship Attorney(s) Contact #
Amenities PR's Estimated Value Inventory Value Tax Appraised Value Existing Loans Estimated Real Property Value Estimated Personal Property Value Aprraised Appraiser: Contact #: Date Appraised: Yes No 1st File Review Letter to Executor Phone Contact Mail Contact Property Inspection Offer Made
Tracking Dates
Heirs Information
Name Relation RE Interest Contact # Address Contacted
Additional Notes