What other documents does the agency need to prepare a probate file?
Primary source
Verbatim text below is from the Electronic Code of Federal Regulations (eCFR), a public-domain U.S. government work. Always verify the current version with the eCFR before relying on it for any legal matter.
Full Text
In addition to the certified copy of a death certificate or other reliable evidence of death listed in § 15.104, we need the following information and documents:
(a) Originals or copies of all wills, codicils, and revocations, or other evidence that a will may exist;
(b) The Social Security number of the decedent;
(c) The place of enrollment and the tribal enrollment or census number of the decedent and potential heirs or devisees;
(d) Current names and addresses of the decedent's potential heirs and devisees;
(e) Any sworn statements regarding the decedent's family, including any statements of paternity or maternity;
(f) Any statements renouncing an interest in the estate including identification of the person or entity in whose favor the interest is renounced, if any;
(g) A list of claims by known creditors of the decedent and their addresses, including copies of any court judgments; and
(h) Documents from the appropriate authorities, certified if possible, concerning the public record of the decedent, including but not limited to, any:
(1) Marriage licenses and certificates of the decedent;
(2) Divorce decrees of the decedent;
(3) Adoption and guardianship records concerning the decedent or the decedent's potential heirs or devisees;
(4) Use of other names by the decedent, including copies of name changes by court order; and
(5) Orders requiring payment of child support or spousal support.
This is legal information, not legal advice. Laws vary by jurisdiction and change frequently. Always verify current law with official sources and consult a licensed attorney in your jurisdiction for advice on your specific situation.