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1. Click ‘Get Form’ to open it in the editor.
2. Begin by filling out the Decedent’s Information section. Enter the name, address at the time of death, date of death, and Social Security number.
3. Proceed to the Personal Representative section. Input their name, phone number, address, Social Security number, date of birth, driver’s license number, email, and relationship to the decedent.
4. In the Family Matters section, provide details about the spouse and living children. For each child, include their full legal name, date of birth, address, phone number, and Social Security number.
5. Continue with the Assets section. Document safety deposit boxes and bank accounts by entering institution names, account numbers, addresses, titles of accounts, amounts at time of death, and beneficiaries.
6. Complete the Debts section by listing credit cards and other debts owed at the time of death along with creditor details.

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