Jefferson County, (AL)

General Administrator

Probate Request to

Open an Estate

(Jay Greene to serve)

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

General Probate Administrator

Jefferson County, Alabama

 

Requestor Contact

 
 
 

(Attorneys Only)    

 

(Street Address, City, State, Zip)

 
Phone
 
Phone
 
 
 

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.

 

This is the name of the person that died, not the State of Alabama. This name will be exactly how the Estate is opened.

 
 
 
mm/dd/yyyy
 
 
mm/dd/yyyy
 

Please list street address if known or hospital/care facility. Please list city, state as the minimum entry.

 

Are there any heir(s)?

 
 

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

 

(Market Value) This is the value of the house if the deceased owned the house. Only list the house if the house will be part of the probate estate of the deceased individual here. If the deceased did not own the home they lived at, write "DID NOT OWN HERE."

 

(Street Address, City, State, Zip) You can list the address of their primary home and residence. Please list the market value of the house in line above if they owned it. If they did not own the house, be sure to write that in the line above.

 
 
 

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

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

 
 

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

 

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)

 
 

Liabilities of the Estate

 

This is DEBTS, not assets.

 
 

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

 
 
 
 

Other Information

 
 

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

 

Was the decedent a plaintiff or defendant in a lawsuit at the time of his/her death? Please be prepared to email administrator@greenelawfirm.com if requested for additional information.

 

Did the decedent die as a result of a wrongful action by a third party? Please explain, if yes. Please email a copy of the accident report and death certificate to administrator@greenelawfirm.com with the name of the deceased in the subject line. Please provide the name of the personal injury attorney, their law firm, and their email in this section.

 

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.

 
 

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:


  1. Multiple certified copies (5) of Original death certificate.  (copy emailed upon acceptance)
  2. Original of known wills. (copy emailed upon acceptance)
  3. Obituary of the deceased including obituaries of deceased heirs.
  4. Divorce Decrees of the deceased
  5. Veteran Records of the deceased (DD214)
  6. Birth Certificates of Children (Born and Adopted)
  7. Income Tax Statements
  8. Asset Statements (Bank, Investment, Deeds)
  9. Liability Statements (Debts, Mortgage, Funeral, etc.)
  10. Probate Filing Fees
  11. Newspaper Publication Fees
  12. 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. An electronic version of the death certificate can be submitted at administrator@greenelawfirm.com


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. For each known heir, I have provided complete information above, including heir name, street address, city, state, zip, age, mental condition, phone number, and email. I have provided all known information after a diligent search.


Requester Acknowledgement Below (Please Check)

 

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

 

IMPORTANT: Submission of this form is only complete when you click the “Submit” button and see the confirmation screen.


If you do not see a confirmation message, your form has not been submitted, and we will not receive your information.


We can only assist with submission issues if you can provide a copy of your submission receipt in the confirmation email. If you do not receive confirmation email, then your submission did not go through.


IT IS THE RESPONSIBILITY OF THE USER TO ENSURE THE FORM IS FULLY SUBMITTED.