Forms and Resources

Resources for Claimants
Form NameDescriptionView Link
Family TreeFamily tree template for estates that were not probatedView
Holder Reporting Forms (for Reports of 10 items or less):
Form NameDescriptionView Link
Summary SheetFor Reports of 10 items or lessView
Owner Detail ReportFor Reports of 10 items or lessView
Safe Deposit Box Inventory FormFor Reports of 10 items or lessView
Property and Relationship CodesFor Reports of 10 items or less to be used with the owner detail reportView
Other Holder Forms:
Form NameDescriptionView Link
Extension RequestExtension FormView
Early RemittanceForm to Remit Property EarlyView
Voluntary ComplianceForm for Voluntary ComplianceView
Inmate InventoryForm for Inmate InventoryView
Firearms Remittance FormForm for Firearms RemittanceView
Hospital SafekeepingForm for Hospital SafekeepingView
Resolutions for Financial Institutions:
Form NameDescriptionView Link
Bank Resolution No PropertyNo property to report for Financial InstitutionsView
Bank Resolution with PropertyFound property to report for Financial InstitutionsView
Resolutions for Insurance:
Form NameDescriptionView Link
Insurance Companies Resolution No PropertyNo property to report for Insurance CompaniesView
Insurance Companies Resolution with PropertyFound property to report for Insurance CompaniesView
Holder Resources:
Form NameDescriptionView Link
Reporting CodesChartView
Reporting and Delivery Securites PropertyInstructionsView
Dormancy PeriodsChartView
Due Diligence LetterExample due diligence letterView