Administering Probate

1. Complete Request for Taxpayer Identification Number (Form SS-4) and contact Internal Revenue Service to assign number to estate.
2. Prepare letter to Executor or Administrator concerning: a. Establishing an estate account b. Notifying Creditors of the estate c. Accounting records d. Future income tax returns e. Asset Information f. Payment of probate costs for publication, probate referee, etc.
3. Contact institutions where assets are located. Complete all forms necessary to transfer or re-title estate assets into name of Executor or Administrator or liquidate to cash. Send the same to each institution with certified copies of the Letters Testamentary (or Letters of Administration).
4. Prepare Inventory and Appraisal containing assets of the estate and submit the same to the Probate Referee assigned by the Court. Once returned, submit the same to the Court.
5. Prepare and send Notice of Administration to all creditors of the estate. Prepare and file proof of service with the Court.
6. Prepare and send Acceptance or Rejections of Creditors Claims to creditors with check for payment and file the same with the Court.