Probate & Trust Administration Templates

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Templates Common To Probate and Trust Administration

Important People Information provides a handy reference for all the important people and entities in the case which can be easily updated as more current information is received.
Letter to Personal Representative Concerning Banking.
Letter to Financial Institutions and Life Insurance Companies Requesting Date of Death Valuations.
Date of death spreadsheet for use in preparation of estate tax returns.
Exhibit 1-Assets at start of accounting period and assets at end of accounting period.
Exhibit 2-Receipts and Disbursements.
Exhibit A to Inventory for probate or List of all Trust Assets for trust administration.
Attorney Fee Agreement.
Letterhead to Communicate with People or Entities.

Probate Templates

Letter to Client Requesting Information at outset of case.
Petition.
Agreement to Waive Bond.
Affidavit of Attesting Witness to Will.
Limited Judgment Appointing Personal Representative.
Small Estate Affidavit.
Notice to Interested Persons to be Published in Newspaper.
Affidavit of Publication in Newspaper of Notice to Interested Persons.
Information to Heirs, Devisees, and Other Interested Persons.
Letter enclosing Information to Heirs, Devisees and Other Interested Persons.
Proof of Service of Information to Heirs, Devisees, and Other Interested Persons.
Inventory Pleading and Exhibit A to Inventory.
Client Authorizes Lawyer to Act to Obtain Information.
Attorney Fee Statement.
Letter Enclosing Notice to Heirs and Devisees.
Proof of Compliance with ORS 115(4) Regarding Search for Claims and Notice to Creditors.
Creditor Checklist to Attach to Affidavit of Compliance.
Verified Statement.
Verified Statement Waiver of Notice for Hearing.
General Judgment Approving Verified Statement.
Cover Letter for Waiver of Verified Statement Hearing.
Final or Annual Accounting.
Waiver of Notice for Filing Objections to Final Accounting.
General Judgment Approving Final Accounting.
UTCR 5.100 Certificate re General Judgment or Verified Statement.
Final Distribution Receipt.
Cover Letter Enclosing Final Distribution Receipt.
Receipt for Personal Representative Fee.
Declaration of Attorney.
Cover Letter Enclosing Receipt for Personal Representative Fee.
Cover Letter Enclosing Checks for Devisees or Heirs.
Supplemental Judgment Discharging Personal Representative.