Detailed Answer
When starting estate administration in Michigan, you must gather key documents to help the personal representative comply with the Estates and Protected Individuals Code (EPIC).
1. Death Certificate
Obtain several certified copies of the decedent’s death certificate from the Michigan Department of Health and Human Services. You will need them for banks, insurers, and the probate court.
2. Will and Codicils
Locate the original will and any codicils. The personal representative will file these with the probate court when seeking appointment under MCL 700.3611 (Michigan EPIC 700.3611).
3. Trust Documents
Gather trust agreements and amendments if the decedent created a living trust.
4. Asset and Liability Records
Compile financial statements, deeds, vehicle titles, account statements, retirement plan documents, insurance policies, outstanding bills, and tax returns.
5. Certificates of Title and Deeds
Secure property deeds and vehicle titles to determine asset ownership. Real estate assets must be inventoried under MCL 700.3801 (Michigan EPIC 700.3801).
6. Beneficiary Designations
Review life insurance, pension, and retirement account beneficiary forms. These assets often pass outside probate.
7. Marriage, Divorce, and Birth Certificates
Obtain these records to verify relationships and next-of-kin for notice and distribution purposes.
8. Tax Filings
Collect federal and state tax returns for the past 35 years. The personal representative may need them for estate tax filings.
By assembling these documents, the personal representative can prepare the petition for appointment and an inventory of assets. Proper documentation streamlines the probate process and helps avoid delays.
Helpful Hints
- Order multiple certified death certificates at once, as agencies often require originals.
- Check with the county probate court for local filing requirements.
- Keep a running list of all assets and debts to simplify inventory.
- Store digital and printed copies in a secure folder.
- Consult an accountant for complex tax or business assets.
Disclaimer: This article is for informational purposes and does not constitute legal advice. To address your specific situation, consult a qualified Michigan attorney.