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INFORMAL PROBATE4 Closing the Estate as Personal Representative (Instruction and Forms) 04/2020Law Library Resource CenterINFORMAL PROBATE PART 4: CLOSING Estates packet contains general information

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How to fill out informal probate

01

Prepare and file a petition for probate with the local probate court.

02

Notify all interested parties, such as beneficiaries and creditors, of the probate proceedings.

03

Gather and submit all necessary documentation, including the deceased person's will, death certificate, and list of assets.

04

Attend a court hearing to present evidence and have the will accepted by the court.

05

Administer the estate according to the terms of the will and distribute assets to the beneficiaries.

Who needs informal probate?

01

Those who need informal probate are individuals who are named as beneficiaries in a deceased person's will and wish to ensure that the estate is distributed according to the deceased person's wishes.

02

Creditors who are owed money by the deceased person may also seek informal probate to ensure they receive payment from the estate.

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What is informal probate?

Informal probate is a simpler and less formal court-supervised process for settling an estate.

Who is required to file informal probate?

The person or persons named as executor in the deceased person's will or the next of kin if there is no will are required to file informal probate.

How to fill out informal probate?

To fill out informal probate, the executor or next of kin must complete the necessary forms, provide documentation of assets and debts, and submit the paperwork to the probate court.

What is the purpose of informal probate?

The purpose of informal probate is to efficiently settle the affairs of the deceased, including distributing assets to beneficiaries and paying off debts.

What information must be reported on informal probate?

Information that must be reported on informal probate includes a list of the deceased person's assets and debts, the beneficiaries named in the will, and any other relevant details about the estate.

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