Probate Information Form Page 5
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6CLOSELY OWNED BUSINESS:
____ Partnership
____ Corporation ____ Proprietorship ____ Sub S Corporation
Firm Name: __________________________________________________________________
Address: _____________________________________________________________________
Employer ID #:_________________ Decedent's Interest: __________________________
Buy-Sell Agreement?: _________________________ Value of Interest: _______________
Other information: _____________________________________________________________
_____________________________________________________________________________
4.Life Insurance:
Company
Policy #
Death benefit
Beneficiary
Name & Address of Insurance Advisor: ______________________________________
5.Employee Benefit Plans:
Name of Plan
Qualified
Contrib %
Payout Terms
Beneficiary
Contact Person: _________________________________________________________
6.Other Miscellaneous Assets:
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