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INSTRUCTIONS for CLOSING an ESTATE INFORMALLY

INSTRUCTIONS for CLOSING an ESTATE INFORMALLY

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[Music] everybody it's Paul Jakob ideas from Kerry State planning back when another video is part of our 366 video challenge for 2020 and today I wanted to talk about the estate administration process and closing down the estate and what needs to be shown as far as supporting evidence so it's never like a one-size-fits-all type of strategy but often when we're going to close down in a state we usually have bank accounts or personal property that needs to be transferred so generally what the clerk of court is gonna want to see is the statements from the point when the estate checking was opened you know through final distributions and disbursements until the accounts were zeroed out so usually what we need to show our full bank statements with voided checks and then the final balance hopefully being a zero balance statement or a cash out receipt basically showing that the the account has been closed and then you're gonna want to see the actual receipts fo

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