Copy of death certificate

Copy of will

Copy of Federal Identification Number (EIN)

Copy of final inventory

Copies of all 1099s for interest and dividends received.

List of any other income

Copy of Closing Disclosure statements for any real estate sold

Copies of 1099-B for any stock sold

List of expenses paid by estate, property taxes, income taxes,         mortgage interest, legal and accounting fees, etc

List of beneficiaries, addresses, and social security numbers

Distributions to beneficiaries

Copy of Probate Court, Personal Representative assignment

Name, address, phone number, email address, and social security number for Personal Representative