Step #6: COLLECT THE ASSETS AND IDENTIFY THE DEBTS OF DECEDENT
2. Forms and Checklists
a. MARSHALING THE ASSETS. Interview of attorneys Mary H. Lawrence from Mary H. Lawrence, PC in Fairfax, and John G. Jackson from Baskin Jackson & Lasso, PC in Falls Church, about the steps they advise clients to take at the outset of an estate administration following qualification in the local probate office. They discuss such steps as changing the decedent's mailing address at the local post office, opening an estate checking account, identifying bills to be paid, checking for unclaimed property held by Virginia [and other states], and typical probate and non-probate assets the executor will have to deal with.