Disclaimer: This article is for informational purposes and does not constitute legal advice.
Detailed Answer
To begin estate administration in Washington, the personal representative must gather key documents and certificates. Having these items organized speeds up probate and ensures compliance with state law.
- Certified Death Certificate: Request 5–10 certified copies from the Washington Department of Health. Washington law under RCW 70.58.100 governs death certificate issuance. Many institutions require an original certified copy.
- Original Will and Codicils: Locate and file the original will with the Superior Court in the county where the decedent resided. See RCW 11.20.030. Include any codicils or amendments to reflect the latest testamentary wishes.
- Trust Documents: If a revocable trust exists, collect the trust agreement, schedules and any amendments. Review the document for successor trustee designations.
- Real Estate Deeds and Property Records: Obtain certified copies of deeds from the county auditor’s office. Confirm property addresses, legal descriptions and ownership percentages.
- Vehicle Titles and Registrations: Secure titles for cars, boats or motorcycles. Washington’s vehicle title statutes (e.g., RCW 46.12.015) require clear ownership documentation to transfer titles.
- Financial Account Statements: Gather recent statements for checking, savings, investment and retirement accounts. Note account numbers, institution names and beneficiary designations.
- Insurance Policies: Collect life insurance, annuity contracts, homeowner’s, auto and long-term care policies. Confirm named beneficiaries and policy numbers.
- Tax Returns: Obtain federal and Washington State income tax returns for the past 3–5 years. These aid in asset valuation and final tax filings.
- Social Security and Pension Records: Secure documentation of Social Security benefits and pension statements. Notify the Social Security Administration and review benefit history.
- Debts and Creditor Statements: Compile outstanding bills, loan documents, credit card statements and medical bills. This list helps the personal representative identify claims against the estate.
- Safe Deposit Box Records: Locate safe deposit agreements and inventory any contents. Coordinate access with the bank in compliance with probate procedures.
Once these documents are compiled, the personal representative files a Petition for Appointment under RCW 11.28.010. The court will issue Letters Testamentary or Letters of Administration, officially authorizing the estate administration process.
Helpful Hints
- Order death certificates early to reduce processing delays.
- Keep originals in a secure folder; use copies for routine creditor claims.
- Check beneficiary designations on retirement and life insurance annually.
- Use a spreadsheet to track document collection and dates received.
- Consult a Washington probate attorney if the estate exceeds $100,000 or involves complex assets.