Collier County Probate Checklist
Collier County Probate Checklist
General Items
- Keep thorough records of all transactions
- Attend any required court hearings
- Communicate regularly with beneficiaries
Pre-Probate Steps
- Determine if probate is necessary
- Locate the decedent's will
- Identify beneficiaries and heirs
- Compile a list of assets and debts
- Consult with a probate attorney
Filing for Probate
- Prepare and file the Petition for Probate
- File original will with the court
- Pay filing fees
- Obtain a case number from the court
Post-Probate Filing Tasks
- Notify beneficiaries and heirs
- Publish notice to creditors
- Inventory estate assets
- Open a bank account for the estate
Managing the Estate
- Pay debts and taxes
- Distribute assets to beneficiaries
- File final accounting with the court
- Close the estate once all tasks are complete
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