2021 Heirs Property Probate Readiness Assessment
Thank you for completing the "Heirs Property Probate Readiness Assessment". This assessment is designed to determined if you and your family have the correct documentation and are prepared to meet with a probate attorney. Note: This assessment was created by the Global Family Success Institute.
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Does the owner(s) of the heir's property have a Will?
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Do you have a list of names of all the people who are legal heirs to the heir’s property? *
Do you have clear title to the heir's property?
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Does your heirs property have a Warranty Deed or Quick Claim Deed? *
Do you know the property tax value of your heir’s property? *
Do you know the market value of your heir’s property? *
Do you know the appraised value of your heir’s property? *
When was that last time the heir's property was appraised?
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Estimated Value of Your Heir's Property *
Does the heir's property have a mortgage? *
Do you know how many years it will take to pay off the heirs property debt (mortgage)? *
Have the property taxes been paid and is up to date? *
Has your heir’s property/land been surveyed? *
Does the property have the Mineral Rights? *
Does your property have enough timber (trees) to generate family income? *
Do all the legal heir's to the property want to keep your heirs property?
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Do you want the property transferred into a family business LLC? *
Do all the legal heir's to the property want to sell your heirs property? *
Is your heirs property currently building wealth and providing financial stability to your family?
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Does your family have a heir's property budget? *
Do you receive monthly, quarterly and/or annual heir’s property financial statements? *
Does your family have a written plan to secure and protect your heir’s property? *
Has your heir’s property been probated? *
Does your family have a probate attorney?
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Does your family have a quote from your attorney on the cost to probate your heirs property?
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Does your family have all or most of the documentations (Heirs Property Report) your attorney needs for probate?
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Does your family need help creating a Heirs Property Report for your attorney?
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Are you a member of the Heirs Property VIP Network Facebook Group?
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