List of Basic Items for Executor to Obtain

List of Basic Items for Executor to Obtain
The following is a basic list of items for the executor to obtain to enable the practitioner to prepare the estate tax return.  Depending on the size of the estate and other factors, other items may be necessary:

	1.  Last Will & Testament.
	2.  Inventory of  personal effects.
	3.  List of all bank accounts, including savings accounts.
	4.  List of investments.
	5.  List of pension funds.
	6.  Copies of life insurance policies.
	7.  Legal description of all real estate, copies of deeds, promissory notes and deeds of trust.
	8.  Legal description of mineral interests and amount of any income being received from such interests.
	9.  Legal description of property located in other counties or states.
	10.  Gift tax returns and list of lifetime gifts by the decedent.
	11.  Copies of all trust agreements where the decedent was a grantor, trustee or beneficiary.
	12.  Copies of income tax returns for at least the last three years.
	13.  Schedule K-1s from partnerships and S corporations for at least the last three years.
	14.  Copy of homeowner’s insurance.
	15.  List of all administration expenses including funeral expenses.
	16.  Names, addresses, ages, relationship and social security number of all beneficiaries.
*****	17.  Names and addresses of all professional advisors of decedent.

Source:  Practitioners Publishing House, Fort Worth, TX