Death first call sheet pdf 2026

1. Click ‘Get Form’ to open the death first call sheet PDF in the editor.
2. Begin by filling out the 'Decedent Information Sheet'. Enter the decedent's first, middle, and last names, along with their maiden name if applicable. Provide their street address, city, state, zip code, date of birth, date of death, and location of death.
3. Next, complete the 'Executor Information Sheet'. Input the executor's first and last names, social security number (SSN), county of residency, driver's license number, and contact information including home phone, work phone, and cell phone.
4. Proceed to list interested parties under 'Estate Intake Form - Interested Parties'. Specify whether each party is a spouse, legatee, heir or creditor. Fill in their names and contact details as required.
5. Continue with asset information sections for real estate, bank accounts, stocks and bonds. For each asset type listed, provide necessary details such as street address for properties or account numbers for bank accounts.
6. Finally, review all entries for accuracy before saving your completed form. Utilize our platform’s features to sign or share the document as needed.

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