Documents to bring when beginning the probate process

Clients often ask what documents to bring when probating an estate.

First, if there is a will, you need the original signed will. The executor(s) named in the will must be present. If the executor does not wish to handle the estate, then they will need to sign a renunciation which will be presented to the Register of Wills. You will also need to present photo identification (i.e. drivers’ license).

You will also need a death certificate.

Finally, you will need to pay the filing fees, which are based on the size of the estate. You will also need to pay for each short certificate. A short certificate permits you to access the decedent’s accounts. It will list the decedent, date of death, and name of executor/administrator.