What information and documents should be gathered before a decedent’s passing in Alaska to streamline probate? | Alaska Probate

Disclaimer: This article is for informational purposes and does not constitute legal advice.

Detailed Answer

Gathering key information and documents before a person’s passing helps streamline probate proceedings under Alaska law. Probate in Alaska follows Title 13 of the Alaska Statutes. By preparing in advance, the personal representative can file required forms, identify assets quickly, and reduce delays.

1. Personal Identification and Vital Records

Certified birth certificate or baptismal record
Marriage license and any divorce decrees
Social Security card or number
Military discharge papers (if applicable)

2. Estate Planning Documents

Last will and testament (including signed original)
Revocable living trust agreements
Durable power of attorney for finances
Advance health care directive and living will

3. Asset and Liability Documentation

Bank and investment account statements (checking, savings, brokerage)
Retirement account statements (IRA, 401(k), pension)
Life insurance policies and beneficiary designations
Mortgage statements, deeds, and property tax bills
Vehicle titles and registration
Business ownership documents (partnership agreements, corporate shares)
Credit card statements, loan agreements, and outstanding debts

4. Beneficiary Designations and Contracts

IRA, 401(k), and pension plan beneficiary forms
Life insurance beneficiary designations
Payable-on-death (POD) or transfer-on-death (TOD) designations
Partnership agreements or buy-sell contracts

5. Real Property Records

Deeds showing ownership type (joint tenancy, tenancy in common)
Property surveys, appraisals, and title insurance policies
Homeowner and flood insurance policies

Key Alaska Statutes

Under Alaska Statute § 13.12.305, an application for probate must include the decedent’s will and a list of heirs and beneficiaries. See AS 13.12.305.

Alaska Statute § 13.12.710 requires the personal representative to file an inventory and appraisement within three months of appointment. See AS 13.12.710.

Helpful Hints

Store originals and certified copies in a secure, fireproof location.
Provide a trusted person or successor personal representative with document locations and passwords.
Review and update beneficiary designations after major life events (marriage, divorce, birth of a child).
Keep digital backups on encrypted cloud storage or external drives.
Label files clearly by document type and date.
Schedule an annual review of all documents to ensure accuracy and completeness.
Consult an estate planning attorney in Alaska for personalized guidance.