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It is imperative that you include a daytime phone number and/or valid email address when you contact our office! Failure to do so may result in a significant delay in the probate/administration process.

1. Last Will & Testament
  • Send the original Last Will & Testament.

IMPORTANT NOTE: If sending the original, you MUST send it via FedEx, UPS, certified/registered mail. In other words, it MUST be tracked however you choose to send the original to our attention.

2. Certified copy of the death certificate (raised seal)
  • Include at least a copy with your initial inquiry.

IMPORTANT NOTE: We require that you send us at the very least a copy of the death certificate as a part of your initial inquiry. And, as outlined below, we will also require a certified copy of the death certificate (with a raised seal) to finalize the matter.

3. Fiduciary Information
  • Provide the full name, address, phone number, and Social Security number of each fiduciary.
4. Immediate Next-of-Kin
  • Provide the names and addresses of immediate next-of-kin, even if they are not listed in the LW&T.
5. Surrogate Certificates
  • Tell us how many Surrogate certificates you need to order.
6. Fiduciary Identification
  • Provide photocopies of two forms of ID (driver’s license, passport, work ID, etc.) for for each fiduciary.

IMPORTANT NOTE: Please do not send the decedent’s photo identification. Photo ID requirements are for fiduciaries (administrators, executors, trustees, etc.) only.

7. Proof of Address
  • Provide a photocopy of proof of address, such as a utility bill or credit card bill.
8. Send Your Information
  • Mail or e-mail the information to us. Please include the name of the deceased, the date of death and any pertinent case or microfilm number in the subject line of any e-mails for quick reference. Our physical address remains the same and is listed above.

We will require the original Last Will & Testament, a Certified Copy of the Death Certificate with a raised seal (referenced above in #2) and the statutory fee to finalize the procedure in a probate matter. If you have any questions about our fees (or our fee schedule itself), you may call our office to discuss them: (201) 336-6700.