Printable Checklist
Probate Documents Checklist
Gather every document you need before meeting your attorney, title company, or real estate agent. Print this page and check off each item as it is secured.
- Letters of Administration / Letters Testamentary
- Death certificate (multiple certified copies)
- Existing deed
- Mortgage information
- HOA documents
- Tax bills
- Utility bills
- Insurance information
- Seller disclosures
- Estate Tax ID (EIN)
How to Save as PDF
Open your browser's Print dialog (Ctrl+P or Cmd+P), then choose "Save as PDF" as the destination to save a downloadable copy of this checklist.