Probate in Jefferson County

Probate Court Record

Jefferson County Circuit Court

Jefferson County · 2nd Judicial Circuit

Hours

Monday-Friday 8:30 AM-4:30 PM

Office

100 South 10th Street, Mt. Vernon, IL 62864

Self-represented filing

Allowed

How to file probate in Jefferson County →

Verified October 15, 2026 · Source

Do I need a lawyer for probate in Jefferson County? →Settling an estate in Jefferson County →

Trust Administration Firms Serving Jefferson County

Centralia firm founded in 1939, serving Marion County and the surrounding southern Illinois counties. Collects and manages estate assets and debts, pays taxes, distributes property to heirs, and closes the estate, and also handles trust administration, nonprobate administration, contested wills, and guardianships of minors and disabled adults.

Since 1939Serves 5 countiesEstate PlanningTrust AdministrationProbateProbate LitigationElder Law+4

Taylorville firm practicing in Christian County since 1928. Guides executors and trustees through probate and estate administration and litigates disputes between heirs, estate challenges, trustee misconduct, and misappropriation of assets. Also drafts wills, trusts, and powers of attorney and handles guardianships for minors and incapacitated adults.

Since 1928Serves the whole stateEstate PlanningTrust AdministrationProbateProbate LitigationConservatorship+2

Lake Forest office on S. Saunders Road serving Chicago, the North Shore, and clients throughout Illinois and Missouri. Guides executors and trustees through probate — validating the will, inventorying and valuing assets, creditor and beneficiary notice, court filings, and distribution — plus guardianship and digital-asset planning. Attorney Shanise Evans meets clients in person or virtually.

Solo PracticeServes the whole stateFree consultationVirtual consultationsEstate PlanningTrust AdministrationProbateConservatorshipGuardianship+2

Frankfort firm on West Lincoln Highway serving Will, Cook, and Kankakee counties and clients across Illinois. Opens estates in the county probate court, prepares inventories and creditor notices, and handles ancillary probate for out-of-state decedents with Illinois property, alongside trust administration, guardianships, and special needs trusts. Free consultation.

Serves the whole stateFree consultationEstate PlanningTrust AdministrationProbateElder LawConservatorship+3

Rock Island office on 18th Avenue probating estates through the Rock Island County Circuit Court, with offices in Chicago and Davenport, Iowa. Handles estate administration, estate and trust litigation, guardianship and conservatorship, and special needs trusts. The veteran-owned firm discounts fees for service members, disabled veterans, and union members.

Serves the whole stateEstate PlanningTrust AdministrationProbateProbate LitigationConservatorship+3

Peoria firm in the Becker Building, with a by-appointment office in Lacon, whose probate and estate and trust administration team is led by partners Jim Grebe, David Wiest, and Kyle Tompkins. Represents individuals and bank trust departments in estate administration, prepares estate tax returns, and litigates will contests, trust disputes, and fiduciary claims.

Serves the whole stateEstate PlanningTrust AdministrationProbateProbate LitigationElder Law+6

All 8 Illinois trust administration firms serving Jefferson County →

Forms for Planning and Settling an Estate in Illinois

Free Illinois forms to plan or settle an estate: a will, trust, powers of attorney, TOD deed and the probate forms. Prepare each form for Illinois.

$12/month

Revocable Living Trust

Create a revocable living trust to avoid probate, protect privacy, and control asset distribution.

Get Started
Free

Pour-Over Will

In Illinois, a pour-over will is signed before 2755 ILCS 5/4-3Verified Oct 18, 2026View source witnesses and moves anything left outside the trust into it through probate.

Get Started

All Illinois forms

Tools for Planning and Settling an Estate in Illinois

Free calculators and checklists to plan or settle an estate in Illinois: will and trust costs, probate, executor pay and taxes. Run each tool for Illinois.

How Do I Settle a Trust?

Settling a trust in Illinois happens outside court: the trustee acts under the state's Uniform Trust Code760 ILCS 3/101 et seq.Verified Oct 17, 2026View source, notifies the beneficiaries within 90 days760 ILCS 3/813.1Verified Oct 10, 2026View source, then pays the debts and distributes under the trust's terms.

See the Steps

What's Fair Trustee Compensation?

In Illinois, trustee compensation follows "reasonable compensation" (UTC § 708 or equivalent)760 ILCS 3/708Verified Sep 18, 2026View source unless the trust instrument sets a different amount.

Calculate the Fee

How Do I Settle an Estate?

Settling an estate in Illinois: the personal representative files the estate inventory within 60 days755 ILCS 5/14-1Verified Oct 10, 2026View source of appointment; creditors have 6 months755 ILCS 5/18-3, 5/18-10, 5/18-11, 5/18-12Verified Oct 18, 2026View source to present claims; a simple estate closes in 6 months to 9 months.

See the Steps

Do I Have to File Tax Returns for Someone Who Died?

Illinois requires a final state income tax return for the decedent alongside the federal Form 104035 ILCS 5/201Verified Sep 20, 2026View source; a federal estate tax return (Form 706) is required only for estates above $15,000,00026 USC 2001(c), 2010; P.L. 119-21 §70106Verified Sep 15, 2026View source.

Get the Answer

How Does Step-Up in Basis Work?

Inherited assets in Illinois take a basis reset to fair market value on the date of death26 USC § 1014Verified Sep 15, 2026View source, and the gain on a later sale faces ordinary income tax at the state's regular rates35 ILCS 5/201(b)(5.4) flat 4.95% rate on individuals, trusts, and estates; § 201(c)-(d) personal property tax replacement income tax; 35 ILCS 5/203 federal AGI conformityVerified Sep 15, 2026View source.

Calculate the Tax

All Illinois tools