For an Estate

  1. Copy of death certificate
  2. Copy of will
  3. Copy of Federal Identification Number (EIN)
  4. Copy of final inventory
  5. Copies of all 1099’s for interest, dividends received.
  6. List of any other income
  7. Copy of HUD statements for any real estate sold
  8. Copies of 1099-B for any stock sold
  9. List of expenses paid by estate, property taxes, income taxes, mortgage interest, legal and accounting fees, etc
  10. List of beneficiaries, addresses and social security numbers
  11. Copy of Probate Court, Personal Representative assignment