From these documents, make a complete list of what the decedent owned, how each asset is titled, and, for assets that have a statement, the value of the asset as listed on the statement and the date of the statement. In addition, set aside the decedent's prior three years of income tax returns.
If the decedent's important papers are a mess, skip Step 4 and make an appointment for Step 5.
Probate Checklist - 8 Steps to Opening a Probate Estate