3 ways to find proper documentation for estate administration

On Behalf of | Feb 28, 2024 | Estate Administration |

Managing the affairs of a deceased loved one can be tricky. After all, estate administration comes with plenty of legalities.

Without papers such as wills, deeds, financial statements and insurance policies, executors may struggle, and you may have a harder time identifying and quantifying the deceased’s assets and liabilities.

1. Physical searches

You cannot skip documentation. For instance, probate courts in New Jersey require documentation to validate the authenticity of wills. Courts also need it to ensure equitable distribution of assets among heirs. Otherwise, the probate process can grind to a halt, leading to delays, disputes and unnecessary expenses.

One strategy is to perform a thorough search of the deceased’s personal belongings. Check safe deposit boxes and home offices for any relevant paperwork.

2. Assistance from third parties

Reach out to financial institutions, employers and relevant government agencies to uncover documents. Examples include bank statements, retirement account information and tax records.

Also, talk with knowledgeable family members, friends or close associates. They may have insights and can provide valuable leads.

3. Technology

Technology can serve as a valuable tool in the quest for missing documentation. Online resources such as state and county probate court websites, public records databases and estate planning software might help you find important paperwork. Additionally, social media and online forums can connect you to people. They may have pertinent information that broadens the scope of your search.

By taking proactive steps to locate missing documents, individuals can streamline the probate process. Perseverance and resourcefulness can lead to success.

FindLaw Network

RSS Feed