Practice
Probate & Administration
Probate petitions, notices, inventories, accountings, releases, disclaimers. Guided intakes that end in a Word draft for your review, drafted from each state's official statutes, rules and forms.
Petition for Probate and Letters
Open the estate: probate of the will (or administration) and appointment of the personal representative.
Notice to Creditors
The published notice and the mailed notice to known creditors, with the claim deadline the statute sets.
Notice to Heirs and Beneficiaries
The notice the statute requires to heirs and beneficiaries, with the deadlines it states and proof of mailing.
Estate Inventory
The inventory and appraisement of probate assets at date-of-death values, in the court's order.
Estate Accounting
The personal representative's account: receipts, disbursements, gains, fees and distributions, balanced to the penny.
Small Estate Affidavit
Collect a small estate by affidavit or petition instead of full administration.
Receipt, Release and Refunding Agreement
The beneficiary's receipt for a distribution, release of the personal representative and refunding promise.
Disclaimer of Inheritance
Refuse an inheritance or beneficiary interest in writing, on time, under the state act and the tax code.
Executor's Deed
The personal representative's deed of estate real property to a buyer or an heir, with the authority recited.
Other practices
Wills & EstatesElder LawSmall Business ContractsReal EstateDivorce & FamilyBankruptcyImmigration