Free Probate Legal Templates

Any party with an interest in a decedent's estate can formally request notification of all proceedings to ensure their rights…

When a decedent dies without a will (intestate), a petition to appoint an administrator is necessary to manage the estate.…

The legal process of validating a will and appointing a Personal Representative (PR) is foundational to estate administration. This Arkansas…

Fiduciaries have a duty to ensure the court is kept informed of their contact information to facilitate compliance and case…

Probate administration requires court orders to formalize actions and authorize the Personal Representative (PR) to act. This Arizona Order to…

The accurate and comprehensive reporting of a decedent's estate information is foundational to the probate process. This Arizona Probate Information…

Guardianship and conservatorship cases require detailed initial disclosures to the court to ensure the appropriate protection of the vulnerable party.…

When court-mandated restricted accounts are established for minors or protected persons, formal Proof of Restricted Account from Financial Institution (Form…

The application for a Grant of Probate in British Columbia requires a comprehensive package of materials submitted to the court.…

Closing a small estate in Colorado requires the Personal Representative (PR) to file a formal statement confirming proper administration. This…

For specific, often single-purpose financial transactions within an estate or trust, an irrevocable power of attorney may be required. This…

Any appointed Personal Representative must formally agree to serve and submit to the court's jurisdiction. This Acceptance of Appointment (JDF…

Colorado allows for electronic wills, but their validity must be formally certified upon the testator's death. This Certification of Electronic…

This Certification of Electronic Will (JDF 914) template is the official form used to document the authenticity and compliance of…

The document that formally authorizes the Personal Representative (PR) to act on behalf of the estate is the Letters Testamentary/of…

The first judicial step in informal probate is the order admitting the will and appointing the PR. This Order for…

When an estate needs to be reopened to address newly discovered assets or liabilities, a formal court order is required.…

To restart a closed estate, the Personal Representative must file a formal petition with the court. This Petition to Re…

The final step in a standard supervised or unsupervised formal administration is filing the closing statement. This Statement of PR…

In formal probate, a court order is required to approve the final distribution and settlement of the estate. This Order…

When a final settlement hearing is conducted without the requirement of party appearance, a specific notice is required. This Notice…

A formal request to the court to approve the final accounting and distribution of estate assets is a crucial final…

In certain formal probate proceedings, a different form for requesting final settlement may be required. This Petition for Final Settlement…

Before making distributions, a Personal Representative (PR) must seek formal court approval for contested or complex claims against the estate.…

When a Personal Representative (PR) rejects a creditor's claim, a formal notice of disallowance must be served. This Notice of…

Creditors must be formally notified of the commencement of probate, and this notice is served directly to known creditors. This…

All probate actions require public notice to unknown creditors, typically via newspaper publication. This Notice to Creditors by Publication (JDF…

All interested parties must be informed of the Personal Representative's appointment and the probate process commencement. This Information of Appointment…

In limited circumstances, the court may appoint a Special Administrator with restricted powers, and this Letters of Special Administration (JDF…

When a formal hearing is required to appoint a Special Administrator, this Petition for Formal Appointment of Special Admin (JDF…

Following a formal hearing, the court issues this Order for Formal Appointment of Special Admin (JDF 927) template to authorize…

In simpler, non-contested cases, a Special Administrator can be appointed informally. This Order for Informal Appointment of Special Admin (JDF…

To commence an informal appointment of a Special Administrator, the Personal Representative files this application. This Application for Informal Appointment…

When a decedent dies without a will, a formal court order is needed to determine the heirs and appoint the…

When a decedent dies without a will and a formal hearing is required, this Petition for Adjudication of Intestacy and…

When a formal, supervised probate process is necessary, this Petition for Formal Probate of Will (JDF 920) template is the…

Following the formal hearing, the court issues this Order Admitting Will to Formal Probate (JDF 921) template to judicially validate…

A person who has custody of a will but does not wish to probate it must file the original with…

The order granting an informal appointment of a Personal Representative is a crucial administrative document. This Order for Informal Appointment…

To commence an informal probate, the Personal Representative files this administrative request. This Application for Informal Appointment of PR (JDF…

An appointed Personal Representative may formally decline the role, or an interested party may nominate another person to serve. This…

The initial administrative step for non-contested estates is the application for informal probate. This Application for Informal Probate of Will…

Upon receiving their inheritance, an heir or beneficiary often executes a Receipt and Release (JDF 731) to protect the Personal…

The final judicial act closing a formal probate case is the discharge of the Personal Representative. This Decree of Final…

All formal court actions in probate require notice to all interested parties. This Notice of Hearing (JDF 711) template is…

Probate forms often require additional space to fully describe assets, parties, or detailed transactions. This Second Sheet (PC-180) template is…

For small or simple estates without significant debt, a summary administration can expedite the probate process. This Petition for Summary…

When the person entitled to administer an estate declines to serve, they must formally nominate another individual. This Nomination of…

If there is uncertainty about the location of a will, the court can issue an order compelling a person to…

When a will exists but doesn't name an executor (or the named executor declines), a request must be made to…

The initial step in formally validating a will is the request for probate. This Request for Probate (Form 74A) template…

In Maryland probate, a Personal Representative or attorney must seek court approval for counsel fees to ensure they are reasonable…

For small estates, an affidavit can be used to collect personal property without undergoing full probate. This Affidavit for Collection…

Any appointed Personal Representative must formally agree to serve and submit to the court's jurisdiction. This Acceptance of Appointment as…

This Affidavit of Collection of Personal Property (PBT 202) template is the official sworn document used to claim and transfer…

A person entitled to serve as Personal Representative may formally decline the role and/or nominate another individual. This Nomination of…

A surviving spouse has the legal right to elect against the will to receive a statutory share of the estate.…

When the court appoints a Personal Representative with limited authority, a specific document is required. This Letters of Appointment as…

The Personal Representative must file a sworn statement confirming that notice was provided to all known creditors. This Affidavit of…

Any appointed Personal Representative must formally take an oath to perform their duties faithfully. This Oath/Affirmation (AOC-E-400) template is the…

All probate actions require notice to potential creditors to initiate the claims period. This Notice to Creditors (Form 6) template…

All interested parties, including heirs and devisees, must be formally notified of the commencement of probate. This Notice to Heirs…

When a will is in the custody of the court, a formal request must be made to remove it for…

Proper accounting and inventory of estate assets are crucial fiduciary duties. This Inventory of Assets template is the official document…

Non-trust estates require a formal accounting of all financial transactions to the court and beneficiaries. This Non-Trust Accounting Forms template…

If a fiduciary fails to provide a required accounting, an interested party must petition the court to compel the action.…

Trust administration requires a formal, comprehensive accounting of all trust income, expenses, and distributions. This Trust Accounting Forms template provides…

When a decedent owned property in New York but was a resident of another state, a petition for ancillary letters…

When a previously appointed Personal Representative is unable to finish the administration, a new PR must be appointed de bonis…

When a decedent dies without a will, a formal request must be made to appoint an administrator to manage the…

The Petition for Probate (Form P-1) template is the official, mandatory pleading for commencing a testate administration in New York.…

Before the final appointment of a Personal Representative, a temporary appointment is sometimes required to manage the estate immediately. This…

In probate, the authenticity of the will is often proven by the sworn statement of a witness. This Affidavit of…

Parties with an interest in a testate estate may waive their right to formal notice and consent to the will's…

The Probate Citation (Form P-5) template is the mandatory court-issued notice for all interested parties in a testate estate, advising…

All interested parties in a testate estate must be formally noticed of the probate proceeding. This Notice of Probate (Form…

Proof of service of the probate citation on all necessary parties is mandatory. This Affidavit of Service of Citation (Form…

If a will's attesting witness is unavailable, a formal application is required to dispense with their sworn testimony. This Application…

If a will's witness is unavailable, the handwriting of the decedent and/or the witness may be proven by a third…

A nominated executor or trustee may formally decline to serve in their capacity. This Renunciation of Nominated Executor and or…

A person nominated as administrator with the will annexed may formally decline the role and waive their right to notice.…

For certain simplified probate proceedings, a sworn statement that the estate has no unpaid debts is required. This Affidavit of…

When a photocopy of a will is being offered for probate, a sworn statement of comparison to the original is…

This Petition for Probate template is a foundational document for formally requesting the court to validate the will and appoint…

If a decedent was a foreign national, formal notice of the administration may be required to be served on the…

A detailed inventory of all estate assets is a mandatory component of the probate process. This Inventory of Assets (Rule…

All interested parties in an intestate administration must be formally noticed of the application for letters of administration. This Notice…

When a will is probated in another jurisdiction but the decedent owned property in New York, a petition for ancillary…

When a previously appointed Personal Representative cannot complete the administration, a new PR must be appointed. This Successor Letters Testamentary…

When a PR cannot be appointed under the will, a request for an administrator with the will annexed is required.…

The Petition for Letters of Administration (Form A-1) template is the official, mandatory pleading for commencing an intestate administration when…

The Administration Citation (Form A-2) template is the mandatory court-issued notice for all interested parties in an intestate estate, advising…

The court order that formally admits the will to probate and appoints the Personal Representative is crucial. This Decree Granting…

The court order that formally appoints an administrator for an intestate estate is crucial. This Decree Appointing Administrator (Form A-6)…

If a corporate fiduciary is being appointed, a formal designation confirming their acceptance of the role is required. This Consent…

An attorney must certify to the court that they have reviewed the probate petition and all supporting documents for compliance.…

The proof of personal service of the citation on an adult is mandatory. This Affidavit of Service of Citation (Adult)…

In an administration proceeding, an attorney must file a sworn statement confirming that all procedural rules have been followed. This…

In an intestate administration, proof of mailing the notice of the application to all required parties is mandatory. This Affidavit…

In an intestate estate, an individual may formally decline the role of administrator, waive notice, and consent to the appointment…

In an intestate estate, a corporate fiduciary may waive their right to notice and consent to the appointment of an…

New York allows for a simplified administration process for small estates. This Affidavit in Relation to Settlement of Estate Under…

If errors are found in the initial affidavit for small estate administration, an amendment must be filed. This Amended Affidavit…

A person eligible to serve as a voluntary administrator for a small estate may formally decline the appointment. This Renunciation…

The voluntary administrator must file a final accounting and report after distributing a small estate. This Report & Account in…

The formal request to the Surrogate's Court to judicially validate a will is the initial step in testate administration. This…

The probate process begins with providing the court with a formal list of all interested parties. This List of Heirs…

The formal request to the court to admit the will to probate and appoint the executor is the initial step…

Parties with an interest in a testate estate may waive their right to formal notice of the probate. This Waiver…

A living person may deposit their original will with the probate court for safekeeping. This Application to Place Will on…

A Declaration for Funeral Arrangements is a formal document that allows a person to legally state their wishes regarding their…

When a will was executed before marriage, the surviving spouse may be unintentionally omitted. This Petition for Omitted Spouse Share…

When a will omits a child who was born or adopted after the will's execution, the child may be entitled…

A surviving spouse has the legal right to elect against the will to receive a statutory share of the estate.…

When all qualified parties agree to have the estate administered independently, a formal agreement must be filed. This Agreement as…

If a will contains confidential or irrelevant information, the court may order a redacted version be filed. This Order for…

In a will contest, the court may appoint a temporary administrator to protect the estate assets during the dispute. This…

The court may appoint a temporary administrator for reasons other than a contest. This Order Granting Temporary Admin (TEC 452.001)…

When a person dies without a will, the court may order a dependent administration, requiring ongoing court supervision. This Order…

If an estate inventory contains highly confidential information (e.g., specific asset values), the court may order a redacted version be…

Probate can be a complex and lengthy process, but Texas allows for simplified procedures in certain cases. This template provides…

When a decedent dies without a will, a formal affidavit of heirship must be prepared by a knowledgeable third party.…

When a solicitor is first engaged in a probate matter, a formal Notice of Appointment of Solicitor must be filed…

If a client changes legal representation during a probate matter, a Notice of Change of Solicitor must be filed. This…

When a solicitor ends their representation in a probate matter, a formal Notice of Solicitor Ceasing to Act must be…

When a Legal Personal Representative (LPR) seeks to have the title of real property transferred into their name, a formal…

When a party in a property transfer during probate is not represented by a solicitor, a sworn Statutory Declaration of…

When a joint tenant dies, the surviving proprietor must apply to register the death to receive full title. This Application…

When a surviving proprietor applies to register a death and is not represented by a solicitor, a sworn Statutory Declaration…

When an attorney begins representing a party in a Vermont probate matter, a formal Notice of Appearance (P-148) must be…

A fiduciary may need to sell estate property to pay debts or facilitate distribution, requiring court approval. This Motion for…

The Application for Informal Administration (PR-1801) template is the official form for requesting the court to oversee the estate administration…

An appointed Personal Representative may formally decline the role or resign after serving. This Declination to Serve or Resign (PR-1802)…

Parties with an interest in an estate may waive their right to notice and consent to the informal administration. This…

All interested parties in an informal administration must be formally notified. This Notice to Creditors - Informal Administration (PR-1804) template…

In both informal and formal administration, a sworn statement establishing the heirs of the estate is required. This Proof of…

Any appointed Personal Representative must formally consent to serve as the fiduciary. This Consent to Serve - Informal, Formal, and…

The Personal Representative must file a final statement confirming the completion of the informal administration. This Statement of Informal Administration…

The document that formally authorizes the Personal Representative to act on behalf of the estate is the Domiciliary Letters -…