This page features a list of forms commonly used by executors, personal representatives, and administrators during the process of probate or estate administration. Read the description of each form carefully, along with the instructions, before you begin. In addition to the executor forms listed on this page, Pennyborn.com features many free estate planning forms and forms for trustees.
It is easy to become distracted when settling an estate. It often takes more than a year or two to complete the process of estate administration. If you are working at another job, raising a family, caring for an elderly parent or dealing with inheritance disputes while trying to serve as executor, you can easily overlook important fiduciary duties.If you are not sure whether you have fulfilled your legal obligations in settling an estate or have questions about probate, ask an attorney for advice before you make costly mistakes that cannot be reversed. For a list of duties a personal representative of an estate must typically perform, review our free executor checklist.
Letters Testamentary Form
Depending on the state where the decedent was domiciled and the size of the estate, you may be required to obtain formal documents from the probate court to officially serve as executor or personal representative. For information on what is typically set forth in Letters Testamentary and the requirements for an executor to obtain these documents, see Letters Testamentary Form.
Estate Distribution Letter Form
One of the final steps in closing a decedent's estate is distributing estate property. To document the distributions in writing and record your correspondence with the heirs, beneficiaries, and other recipients of estate property, you may need to draft an Estate Distribution Letter and related types of documents.
Estate Property Form
When you assume the position of executor, you are responsible for securing all estate property. Depending on how much personal property is involved, the location of estate property, and whether the decedent's property was kept in an organized manner, this can be a daunting task. To create an accurate and complete record of assets in the estate, use an Estate Property Form, spreadsheet, ledger or similar type of document.
Forms to Probate an Estate
The forms required to complete the formal process of probate are different from state to state. A good resource for obtaining these forms is the local probate court or circuit court with jurisdiction over the decedent's estate. To view a list of probate forms you may need to complete or have prepared by an attorney, go to our probate an estate page.Published September 8, 2017. Updated September 9, 2017.