ESTATE CASE MANAGEMENT CHECKLIST TEMPLATE

Created by ChecklistGuro (https://checklistguro.com)


--- INTAKE & INITIAL ASSESSMENT ---
[ ] Client Name
[ ] Initial Client Narrative
[ ] Date of Initial Contact
[ ] Relationship to Deceased (Spouse, Child, Executor/Administrator, Other)
[ ] Approximate Value of Estate (USD)
[ ] Client Residence Address
[ ] Client Communication Preference (Email, Phone, Mail)

--- ASSET IDENTIFICATION & VALUATION ---
[ ] Asset Description
[ ] Estimated Value
[ ] Asset Type (Real Estate, Bank Accounts, Stocks & Bonds, Vehicles, Personal Property, Business Interests)
[ ] Date of Valuation
[ ] Valuation Documentation (e.g., Appraisal)
[ ] Outstanding Loan/Mortgage (if applicable)

--- CREDITOR CLAIMS & DEBT MANAGEMENT ---
[ ] Creditor Claim Amount
[ ] Claim Status (Pending Review, Approved, Rejected, Under Negotiation)
[ ] Claim Justification/Notes
[ ] Claim Received Date
[ ] Supporting Documentation (Invoices, Agreements)
[ ] Priority Level (High, Medium, Low)

--- LEGAL PROCEEDINGS & COURT FILINGS ---
[ ] Filing Deadline (Statute of Limitations)
[ ] Type of Legal Proceeding (Probate Petition, Accounting Petition, Will Contest, Other)
[ ] Filed Petition Document
[ ] Case Number (Assigned by Court)
[ ] Hearing Date
[ ] Hearing Time
[ ] Notes from Court Appearance/Hearing

--- DISTRIBUTION & BENEFICIARY COMMUNICATION ---
[ ] Distribution Method Selected (Direct Deposit, Check, Wire Transfer)
[ ] Distribution Amount
[ ] Distribution Date
[ ] Beneficiary Communication Log
[ ] Beneficiary Acknowledgment Received (Yes, No)
[ ] Beneficiary Acknowledgment Form

--- TAX COMPLIANCE & REPORTING ---
[ ] Federal Tax Return Filing Deadline
[ ] State Tax Return Filing Deadline
[ ] Gross Estate Value
[ ] Taxable Estate Value
[ ] Federal Estate Tax Due
[ ] State Estate Tax Due
[ ] Supporting Tax Documents (e.g., appraisal reports)
[ ] Tax Professional Involved? (Yes, No)

--- CLOSING & FINALIZATION ---
[ ] Date of Final Accounting Approval
[ ] Summary of Final Accounting Narrative
[ ] Executor/Administrator Signature
[ ] Court Approval Signature (if required)
[ ] Final Distribution Amount
[ ] Copy of Final Distribution Record
[ ] Status of Outstanding Issues (Resolved, Unresolved - Further Action Required)

--- RECORD KEEPING & DOCUMENTATION ---
[ ] Date of Record Creation
[ ] Summary of Record Content
[ ] Supporting Documents (e.g., receipts, correspondence)
[ ] Page Number (if applicable)
[ ] Record Type (e.g., Financial, Legal, Correspondence) (Financial, Legal, Correspondence, Other)
[ ] Record Identifier/Reference Number
[ ] Recorder's Signature

--- END OF TEMPLATE ---
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