This page features a list of forms commonly used by executors, personal representatives, and administrators during the process of probate or estate administration. If the decedent had a living trust or other type of estate planning trust, these forms may also be useful in trust 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. If the decedent also had a trust, refer to the Pennyborn.com Trustee Checklist and Successor Trustee Checklist for steps typically required to settle the trust.
Schedule of Distribution Form
As the executor or personal representative of an estate, you are responsible to prepare documentation on how estate property is distributed and payment of claims against the estate. You may have to send a Schedule of Distribution to the
legal heirs, beneficiaries or other persons with an interest in the estate. Depending on whether the estate administration is supervised by the local probate court or administered informally, you may be required to submit a Schedule of Distribution to the court before the estate can be closed. Some probate courts have a specific form for the Schedule of Distribution while in other jurisdictions you may need a lawyer to prepare it. Requirements for a Schedule of Distribution vary from state to state.
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.
Inventory of Estate Form
After being appointed, one of the first tasks an executor or personal representative must perform is preparing an inventory of estate property. To prepare the inventory, you will need a complete list of all assets in the estate as well as all property deeds, titles, account registrations, and related documents. Before the inventory forms can be completed, an appraisal of estate property may be required. For information on how to prepare an inventory and complete required probate forms, see Inventory of Estate.
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.If you are required to provide an accounting as part of estate administration but would like to have the beneficiaries and other interested parties waive their right to an accounting, you may want to get information on using a
Waiver of Accounting Form.Copyright 2020 Pennyborn.com. ALL RIGHTS RESERVED.Published September 8, 2017. Updated January 14, 2020.
INFORMATION ON THIS SITE, INCLUDING ARTICLES, ESTATE PLANNING FORMS, AND THE ESTATE PLANNING BLOG, DOES NOT CONSTITUTE LEGAL, FINANCIAL OR TAX ADVICE. Pennyborn.com is not a law firm and is not a substitute for a lawyer. Your use of this site does not create an attorney-client relationship. Information on this site is for educational purposes only and may not be accurate, complete or up to date.
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