Five documents you need when reporting a deceased estate

essential documents

When reporting a deceased estate to the Master's Office, having the right documents ready can save significant time. The five essential documents are: the original death certificate, the original will (if one exists), a completed death notice (J294 form), an inventory of assets and liabilities, and proof of identity for the nominated executor.

preparing in advance

Gathering these documents can be emotionally difficult during a time of loss. If possible, ask a trusted family member or professional to help compile them. Many funeral homes and attorneys can assist with the initial paperwork.

Remember that the Master's Office requires original documents in most cases — certified copies may not be accepted for the death certificate and will.