Jefferson County, (AL)General AdministratorProbate Request to Open an Estate (Public/Attorneys)

Jefferson County, (AL)

General Administrator

Probate Request to

Open an Estate (Public/Attorneys)

This form is to ask the Jefferson County General Administrator to ACCEPT their priority right to serve as Personal Representative in the below-referenced estate. In assessing this request, the Administrator will need additional information from you in order to consider your request. Please complete the form below to assist them in their review.

Please Note: This form needs to be completed in one session and does not save, please have complete information when completing.

Please only list none or unknown if the field is immaterial to your estate. The administrator will require further information if all material information known about the estate is not supplied in the first request to open an estate, which can lead to additional delays for the estate.

As the County Administrator is to keep a record of all official actions, request to open an estate are processed through this online form, unless you need disability accommodations. If you require disability accommodations when completing this form, please contact my office directly at administrator@greenelawfirm.com.

The Administrator's Office will work to process your request in an expeditious process, but no guarantee is made on the timing of request to open an estate by the Administrator. Request to open an estate will be reviewed no less often than bi-weekly. Decisions by the Administrator will automatically generate a response back to your email on the granting or denial of your request to open an estate.

Jay Greene, Esquire

General Probate Administrator

Jefferson County, Alabama

Requestor Contact

First Name*

Last Name*

Law Firm Name

(Attorneys Only)

Address*

Phone #*

Phone

Fax

Phone

Email*

Decedent Information

Please provide the full name of the Decedent exactly as you will use want it for opening the Estate. This will prevent more than one name being used for opening an estate, causing the court, the administrator's office, and you additional time and effort.

The Estate of*

Date of Decedent Death*

Location of Death of Decedent*

Heir(s)*

Are there any heir(s)?

Select

Heir(s) Information

Please provide the information of heir(s) (DOB, Name, Address, Relationship, Any Conditions or Concerns). (e.g. MM/DD/YYYY, Jay Greene, 1553 Pine Tree Circle, Suite 104-4, Birmingham, AL 35243, Son, No Issues)

(If location is unknown, please write UNKNOWN after their DOB, and location. If any heir is pre-deceased please write DOB, Name, (Date of Death). (eg. 03/14/45, Bobby Sue Brown, DOD 11/30/24) Please identify their heirs (next of kin) (eg. Bobbie Sue's Son).

Heir 1

Please provide the information for Heir 1

Heir 2

Please provide the information for Heir 2

Heir 3

Please provide the information for Heir 3

Heir 4

Please provide the information for Heir 4

Heir 5

Please provide the information for Heir 5

Heir 6

Please provide the information for Heir 6

Are there more Heirs*

Select or enter value

Heir 7

Please provide the information for Heir 7

Heir 8

Please provide the information for Heir 8

Heir 9

Please provide the information for Heir 9

Heir 10

Please provide the information for Heir 10

Heir 11

Please provide the information for Heir 11

Heir 12

Please provide the information for Heir 12

Assets

Provide all known or reasonably ascertainable assets of the Estate.

Do not list trust property, joint assets, or other assets passing outside of the probate estate until the non-probate assets heading below.

Only List Unknown or None where the assets are not material to the Estate

Primary Residence*

(Value)

Address of House*

Is there additional Real Estate*

Select

Additional Real Estate

(Value)

Address(es) of additional Real Estate

Is there Personal Property*

Select

Personal Property in House

(e.g. Artwork, $10,000. Classic Car $3,000, Etc)

Other Personal Property in the House

(e.g. Artwork, $10,000. Classic Car $3,000, Etc)

Value of any going business of the Estate

(e.g. Corporations, LLCs, Sole Proprietorships, etc.)

(e.g. Greene, Inc., 100 % or # Stock Shares $800,000)

Are there Banks, Investments, Stocks, etc*

Select

Provide Location, Value and Last Four Digits of Acct (e.g. Chase Bank, Checking Account, x2765, $20,000.)

Only Include Listings that do not include Transfer/Payable on Death, Beneficiary Designations, Trust Accounts, etc.

Identity of Account 1

(e.g. Fidelity Inv., Brokerage, x9465, $200,000.)

Identity of Account 2

(e.g. Regions Bank, Stock Cusip (RF), 10 Shares, $2,000.)

Identity of Account 3

(e.g. Life Insurance (No Beneficiary))

(e.g. Protective Life, Term, x7890 1 Million)

Identity of Account 4

(e.g. Amer. 1st CU, Savings, x3244 $10,000.)

Are there more accounts?*

Select

Identity of Account 5

(e.g. Chase Bank, Checking Account, x2765, $20,000.)

Identity of Account 6

(e.g. Chase Bank, Checking Account, x2765, $20,000.)

Identity of Account 7

(e.g. Chase Bank, Checking Account, x2765, $20,000.)

Identity of Account 8

(e.g. Chase Bank, Checking Account, x2765, $20,000.)

Other Valuable Assets in the Probate Estate

Is there valuable assets not listed above that will be in the probate estate? (no beneficiaries listed, no transfer on death listed, etc.)

Select

Value of Other Assets

Other Asset 1

(e.g. Life Insurance, $500,000.)

Other Asset 2

(e.g. Retirement Account (no beneficiary), $500,000.)

Other Asset 3

(e.g. Expensive Jewelry or Artwork)

Other Asset 4

(e.g. All Cars of Value)

Non-Probate Assets*

Is there other non-probate assets available for estate liquidity needs. (Family loans for Estate Expenses (Mtg, Taxes, etc.), Trust Assets, Beneficiaries accounts received, Life Insurance received)

Select

Non-Probate Asset 1

(Family loans for Estate Expenses, Trust Assets, Beneficiaries accounts, Life Insurance)

Non-Probate Asset 2

(Family loans for Estate Expenses, Trust Assets, Beneficiaries accounts, Life Insurance)

Non-Probate Asset 3

(Family loans for Estate Expenses, Trust Assets, Beneficiaries accounts, Life Insurance)

Non-Probate Asset 4

(Family loans for Estate Expenses, Trust Assets, Beneficiaries accounts, Life Insurance)

Liabilities of the Estate

Current Estate Liabilities Total Value*

Amount of taxes owed

Amount of known Medicaid Liens

Please note if the client was receiving Medicaid in this field.

Amount of funeral expenses; who paid by?

Are there more Liabilities*

Select

Other Liabilities

(e.g. Mortgage, (Company, Acct, Amount, Status (Default or Current)

More Liabilities

(e.g. Secured Debt (2nd Home, Cars), Unsecured Credit Cards, Personal Loans)

Other Information

Did the Decedent have a Will*

Select

Previously-appointed Personal Representative*

Has there been a previously-appointed Personal Representative of this Estate?

Select

Name, Relationship, Reason for Change

Litigation*

Was the decedent a plaintiff or defendant in a lawsuit at the time of his/her death?

Select

Wrongful Action*

Did the decedent die as a result of a wrongful action by a third party? Please explain, if yes.

Pecuniary Reason of Opening Estate*

If there are no assets in this Estate, please explain why this estate is being opened? Please list financial and non-financial reason(s) for opening this Estate.

Any Other Relevant Information

Requestor Acknowledgements*

I agree to supply the Jefferson County General Administrator any necessary documents, including the following, if they agree to open the decedent's estate based upon my request. Such Documents should include, but are not limited to, the following:

Multiple certified copies (5) of Original death certificate. (copy emailed upon acceptance)
Original of known wills. (copy emailed upon acceptance)
Obituary of the deceased including obituaries of deceased heirs.
Divorce Decrees of the deceased
Veteran Records of the deceased (DD214)
Birth Certificates of Children (Born and Adopted)
Income Tax Statements
Asset Statements (Bank, Investment, Deeds)
Liability Statements (Debts, Mortgage, Funeral, etc.)
Probate Filing Fees
Newspaper Publication Fees
Excess Bond Fees

You will receive email notification to supply the requested documents below. Please attempt to retrieve as many documents as possible in your first submission to our email request.

Heir Confirmation

I have listed all heirs in this document. I have not omitted any heirs after a thorough and diligent search of heirs. I have listed location unknown for any heir I do not have contact information for. I have listed heir as deceased if they are not longer living and stated who that person's heirs are. If I believe heirs are omitted, I have listed that information above.

Requestor Signature*

By checking the preceding box and placing my electronic signature below, I certify I have read and understand the above statements and will supply all listed information upon request. I also attest to the fact that I am providing a true and accurate statement of the condition of the above described estate with all existing facts as I know them on the date of this submission, including all information of known heirs of the estate. If different facts become available to me before or after a request to open a estate is granted by the General County Administrator, I will update said Administrator of such relevant facts immediately by email at administrator@greenelawfirm.com.

e.g. S/Name

Send me a copy of my responses

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