Detailed Answer
Under Wyoming law, initiating estate administration begins with collecting key documents and certificates. These materials prove the decedent’s identity, establish the personal representative’s authority, and identify estate assets and debts. Gathering them upfront streamlines probate and reduces delays.
- Certified Death Certificates: Obtain multiple certified copies from the county health department. Many financial institutions require original certificates. See Wyo. Stat. Ann. § 35-2-316.
- Original Last Will and Testament: Locate the decedent’s original will. If the decedent died intestate (without a will), prepare to proceed under the Wyoming intestacy statutes: Wyo. Stat. Ann. § 2-6-102.
- Letters Testamentary or Letters of Administration: File a probate petition in district court to secure court-issued letters. These letters grant authority to manage and distribute estate assets. See Wyo. Stat. Ann. § 2-6-201.
- Property Records: Collect deeds to real estate, mortgage statements, vehicle titles, and recent appraisals.
- Financial Statements: Gather bank and brokerage statements, retirement account statements, stock certificates, and life insurance policies.
- Tax Records: Retrieve the decedent’s most recent federal and state income tax returns, W-2s, and any estate tax filings.
- Beneficiary Designation Forms: Obtain copies of beneficiary forms for IRAs, 401(k)s, life insurance, and annuities—assets that may pass outside probate.
- Debt and Expense Records: Compile credit card statements, loan and mortgage documents, medical bills, and funeral expense invoices.
- Personal Documents: Include marriage certificates, divorce decrees, military discharge papers, social security card, and any trust agreements if the decedent held assets in trust.
Depending on the estate’s complexity, you may need additional documents, such as business ownership records or digital asset inventories. Consult the district court clerk’s office for local probate requirements and deadlines.
Helpful Hints
- Order at least five certified death certificates early. Many institutions demand original copies.
- Organize documents in a binder or digital folder sorted by category.
- Review beneficiary designations—assets like retirement accounts can bypass probate.
- Check with the probate court clerk for county-specific filing fees and forms.
- Consider a consultation with a Wyoming-licensed probate attorney for estates with real estate, business interests, or potential will contests.
Disclaimer: This article is for informational purposes only and does not constitute legal advice.