Free Probate Legal Templates

All Probate Templates

• Arkansas

  Demand for Notice of Proceedings for Probate of Will (Form 1)

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

  View template

• Arkansas

  Petition for Appointment of Administrator (Form 2)

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

  View template

• Arkansas

  Petition for Probate of Will and Appointment of PR (Form 3)

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

  View template

• Arizona

  Notice of Change of Fiduciary's Contact Info (Form 13F)

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

  View template

• Arizona

  Order to Personal Representative (Form 1)

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

  View template

• Arizona

  Probate Information Form for Decedent's Estate (Form 11)

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

  View template

• Arizona

  Probate Information Form for Guardianship-Conservatorship (Form 12)

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

  View template

• Arizona

  Proof of Restricted Account from Financial Institution (Form 10)

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

  View template

• British Columbia

  Submission for Estate Grant

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

  View template

• Colorado

  Statement of PR Closing Small Estate (JDF 966 SC)

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

  View template

• Colorado

  Irrevocable POA (JDF 721)

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

  View template

• Colorado

  Acceptance of Appointment (JDF 911)

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

  View template

• Colorado

  Certification of Electronic Will (JDF 914)

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

  View template

• Colorado

  Certification of Electronic Will (JDF 914)

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

  View template

• Colorado

  Letters Testamentary/of Administration (JDF 915)

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

  View template

• Colorado

  Order for Informal Probate (JDF 913)

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

  View template

• Colorado

  Order Re Opening Estate JDF 991)

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

  View template

• Colorado

  Petition to Re Open Estate (JDF 990)

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

  View template

• Colorado

  Statement of PR Closing Administration (JDF 965)

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

  View template

• Colorado

  Order for Final Settlement (JDF 964)

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

  View template

• Colorado

  Notice of Hearing without Appearance, Final Settlement (JDF 963)

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

  View template

• Colorado

  Petition for Final Settlement (JDF 960)

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

  View template

• Colorado

  Petition for Final Settlement (JDF 948)

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

  View template

• Colorado

  Petition for Allowance of Claims (JDF 946)

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

  View template

• Colorado

  Notice of Disallowance of Claims (JDF 945)

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

  View template

• Colorado

  Notice to Creditors by Mail or Delivery (JDF 944)

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

  View template

• Colorado

  Notice to Creditors by Publication (JDF 943)

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

  View template

• Colorado

  Information of Appointment (JDF 940)

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

  View template

• Colorado

  Letters of Special Administration (JDF 928)

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

  View template

• Colorado

  Petition for Formal Appointment of Special Admin (JDF 926)

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

  View template

• Colorado

  Order for Formal Appointment of Special Admin (JDF 927)

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

  View template

• Colorado

  Order for Informal Appointment of Special Admin (JDF 925)

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

  View template

• Colorado

  Application for Informal Appointment of Special Admin (JDF 924)

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

  View template

• Colorado

  Order of Intestacy, Determination of Heirs, Formal Appointment of PR (JDF 923)

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

  View template

• Colorado

  Petition for Adjudication of Intestacy and Formal Appointment of PR (JDF 922)

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

  View template

• Colorado

  Petition for Formal Probate of Will (JDF 920)

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

  View template

• Colorado

  Order Admitting Will to Formal Probate (JDF 921)

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

  View template

• Colorado

  Submission of Will for Lodging (JDF 919)

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

  View template

• Colorado

  Order for Informal Appointment of PR (JDF 917)

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

  View template

• Colorado

  Application for Informal Appointment of PR (JDF 916)

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

  View template

• Colorado

  Renunciation and/or Nomination of PR (JDF 912)

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

  View template

• Colorado

  Application for Informal Probate of Will (JDF 910)

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

  View template

• Colorado

  Receipt and Release (JDF 731)

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

  View template

• Colorado

  Decree of Final Discharge (JDF 730)

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

  View template

• Colorado

  Notice of Hearing (JDF 711)

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

  View template

• Connecticut

  Second Sheet (PC-180)

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

  View template

• Illinois

  Petition for Summary Administration, Intestate (CCP-0500)

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

  View template

• Manitoba

  Nomination of Administrator (Form 74M)

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

  View template

• Manitoba

  Order to Bring in Will (Form 74H)

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

  View template

• Manitoba

  Request for Letters of Administration with Will Annexed (Form 74C)

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

  View template

• Manitoba

  Request for Probate (Form 74A)

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

  View template

• Maryland

  Petition to Pay Counsel Fees

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

  View template

• Minnesota

  Affidavit for Collection of Personal Property (PRO202)

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

  View template

• Minnesota

  Acceptance of Appointment as PR and Oath (PRO902)

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

  View template

• Minnesota

  Affidavit of Collection of Personal Property (PBT 202)

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

  View template

• Minnesota

  Nomination of PR and-or Renunciation of Priority for Appointment (Form PBT 901)

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

  View template

• Missouri

  Election of Suriving Spouse (PR 75)

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

  View template

• North Carolina

  Letters of Appointment as Limited PR (AOC-E-420)

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

  View template

• North Carolina

  Affidavit of Notice to Creditors (AOC-E-307)

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

  View template

• North Carolina

  Oath/Affirmation (AOC-E-400)

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

  View template

• North Dakota

  Notice to Creditors (Form 6)

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

  View template

• North Dakota

  Notice to Heirs and Devisees (Form 5)

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

  View template

• Nebraska

  Authorization to Withdraw Will (CC 15:6)

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

  View template

• New York

  Inventory of Assets

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

  View template

• New York

  Non-Trust Accounting Forms

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

  View template

• New York

  Petition for Compulsory Accounting & Related Relief

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

  View template

• New York

  Trust Accounting Forms

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

  View template

• New York

  Petition for Ancillary Letters of Administration

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

  View template

• New York

  Petition for Letters of Administration (d.b.n.)

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

  View template

• New York

  Petition for Letters of Administration

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

  View template

• New York

  Petition for Probate (Form P-1)

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

  View template

• New York

  Application for Preliminary Letters Testamentary (Form P-2)

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

  View template

• New York

  Affidavit of Attesting Witness (Form P-3)

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

  View template

• New York

  Waiver of Process; Consent to Probate (Form P-4)

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

  View template

• New York

  Probate Citation (Form P-5)

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

  View template

• New York

  Notice of Probate (Form P-6)

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

  View template

• New York

  Affidavit of Service of Citation (Form P-7)

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

  View template

• New York

  Application to Dispense with Testimony of Attesting Witness (Form P-8)

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

  View template

• New York

  Affidavit Proving Handwriting (Form P-9)

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

  View template

• New York

  Renunciation of Nominated Executor and or Trustee (Form P-10)

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

  View template

• New York

  Renunciation of Letters of Administration c.t.a. and Waiver of Process (Form P-11)

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

  View template

• New York

  Affidavit of No Debt (Form P-12)

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

  View template

• New York

  Affidavit of Comparison (Form P-13)

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

  View template

• New York

  Petition for Probate

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

  View template

• New York

  Notice to Consul General (Form A-5)

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

  View template

• New York

  Inventory of Assets (Rule 207.20)

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

  View template

• New York

  Notice of Application for Letters of Administration (Form A-3)

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

  View template

• New York

  Petition for Ancillary Probate

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

  View template

• New York

  Successor Letters Testamentary

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

  View template

• New York

  Petition for Letters of Administration c.ta. (after Probate)

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

  View template

• New York

  Petition for Letters of Administration (Form A-1)

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

  View template

• New York

  Administration Citation (Form A-2)

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

  View template

• New York

  Decree Granting Probate

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

  View template

• New York

  Decree Appointing Administrator (Form A-6)

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

  View template

• New York

  Consent and Designation of Corporate Preliminary Executor (Inside NYS)

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

  View template

• New York

  Attorney's Certification in Probate Proceeding

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

  View template

• New York

  Affidavit of Service of Citation (Adult) (Form A-10)

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

  View template

• New York

  Affidavit of Regularity (Form A-7)

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

  View template

• New York

  Affidavit of Mailing Notice of Application for Letters of Administration (Form A-4)

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

  View template

• New York

  Waiver of Citation, Renunciation and Consent to Appointment of Administrator (Ind.) (Form A-8)

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

  View template

• New York

  Waiver of Citation and Consent to Appointment of Administrator (Corp.) (Form A-9)

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

  View template

• New York

  Affidavit in Relation to Settlement of Estate Under Article 13

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

  View template

• New York

  Amended Affidavit in Relation to Settlement of Estate Under Article 13

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

  View template

• New York

  Renunciation of Voluntary Administration

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

  View template

• New York

  Report & Account in Settlement of Estate Pursuant to Article 13, SCPA

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

  View template

• New York

  Petition for Probate

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

  View template

• Ohio

  List of Heirs and beneficiaries (Form 1.0)

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

  View template

• Ohio

  Application to Probate Will (Form 2.0)

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

  View template

• Ohio

  Waiver of Notice of Probate of Will (Form 2.1)

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

  View template

• Ohio

  Application to Place Will on Deposit

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

  View template

• Ohio

  Declaration for Funeral Arrangements

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

  View template

• South Carolina

  Petition for Omitted Sposue Share (382ES)

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

  View template

• South Carolina

  Petition for Omitted Child Share (383ES)

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

  View template

• South Carolina

  Petition for Elective Share (404ES)

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

  View template

• Texas

  Agreement as to Advisability of Independent Administration

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

  View template

• Texas

  Order for Substitution of Redacted Will

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

  View template

• Texas

  Order Granting Temporary Admin Pending Contest (TEC 451.051)

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

  View template

• Texas

  Order Granting Temporary Admin (TEC 452.001)

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

  View template

• Texas

  Order Granding Dependent Administration, No Will

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

  View template

• Texas

  Order for Substitution of Redacted Inventory

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

  View template

• Texas

  Petition for Informal Probate

  • Microsoft Word

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

  View template

• Texas

  Affidavit Concerning Heirs (203.002)

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

  View template

• Victoria

  Notice of Appointment of Solicitor

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

  View template

• Victoria

  Notice of Change of Solicitor

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

  View template

• Victoria

  Notice of Solicitor Ceasing to Act

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

  View template

• Victoria

  Application by Legal Personal Representative (49TLA)

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

  View template

• Victoria

  Statutory Declaration of Non-Represented Party (APR)

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

  View template

• Victoria

  Application by Surviving Proprietor (50TLA)

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

  View template

• Victoria

  Statutory Declaration of Non-Represented Party (ASP)

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

  View template

• Vermont

  Notice of Appearance (P-148)

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

  View template

• Vermont

  Motion for License to Sell (P-118)

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

  View template

• Wisconsin

  Application for Informal Administration (PR-1801)

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

  View template

• Wisconsin

  Declination to Serve or Resign (PR-1802)

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

  View template

• Wisconsin

  Waiver and Consent - Informal Administration (PR-1803)

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

  View template

• Wisconsin

  Notice to Creditors - Informal Administration (PR-1804)

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

  View template

• Wisconsin

  Proof of Heirship - Informal and Formal Administration (PR-1806)

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

  View template

• Wisconsin

  Consent to Serve - Informal, Formal, and Special Administration (PR-1807)

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

  View template

• Wisconsin

  Statement of Informal Administration (PR-1808)

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

  View template

• Wisconsin

  Domiciliary Letters - Informal and Formal Administration (PR-1810)

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

  View template