Free Indiana forms for planning an estate or settling one: a will, trust, powers of attorney, TOD deed, and the probate forms an executor files.
Create a revocable living trust to avoid probate, protect privacy, and control asset distribution.
In Indiana, a pour-over will is signed before 2IC 29-1-5-2; IC 29-1-5-3Verified Sep 16, 2026View source witnesses and moves anything left outside the trust into it through probate.
Free calculators and checklists for planning or settling an estate in Indiana: will and trust costs, probate, executor pay, and inheritance taxes.
Settling a trust in Indiana happens outside court: the trustee acts under the state's trust statuteInd. Code 30-4-1-1 et seq.Verified Jul 15, 2026View source, notifies the beneficiaries, then pays the debts and distributes under the trust's terms.
In Indiana, trustee compensation follows "reasonable compensation" (UTC § 708 or equivalent)Ind. Code § 30-4-5-16Verified Sep 18, 2026View source unless the trust instrument sets a different amount.
Settling an estate in Indiana: the personal representative files the estate inventory within 60 daysIC 29-1-12-1, IC 29-1-7.5-3.2Verified Sep 15, 2026View source of appointment; creditors have 3 monthsIC 29-1-14-1, 29-1-7-7, 29-1-14-9, 29-1-14-10Verified Sep 15, 2026View source to present claims; a simple estate closes in 6 months to 9 months.
Indiana requires a final state income tax return for the decedent alongside the federal Form 1040IC 6-3-2-1(b)(7) (as amended by P.L.80-2025 / SEA 451 (2025))Verified 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.
Inherited assets in Indiana 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 ratesIN DOR Departmental Notice #1 (R46 / 01-26) — state AGI rate, eff. Jan. 1, 2026 (IC 6-3-2-1)Verified Sep 15, 2026View source.
58 trust administration firms in Indiana, by county and firm type.
Firm listings are for informational purposes only. SimplyTrust does not endorse or recommend any specific firm or attorney. Contact firms directly to discuss your situation and verify their current practice areas and availability.
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58 firms
FirmGreenfield, IN
Greenfield firm serving Hancock County and the eastern Indianapolis metro, founded in 1986. Its estate lawyers work with executors and beneficiaries through the administration of a will or trust, draft wills and trusts, and also represent families contesting wills and trusts.
PracticesEstate PlanningTrust AdministrationProbateProbate LitigationWills Trusts
FirmValparaiso, IN
Elder-law and estate firm with offices in Valparaiso, Lafayette and Granger, serving Porter, Tippecanoe and St. Joseph counties since 1972. Its trust and estate administration work covers asset inventory and valuation, paying debts, filing estate and income tax returns, and distributing to beneficiaries, and it handles testate and intestate probate and beneficiary disputes.
PracticesEstate PlanningTrust AdministrationProbateProbate Litigationand 4 more
FirmRensselaer, IN
Rensselaer firm serving Jasper County and Northwest Indiana since 1980, handling estate and trust administration through the local probate process. Attorneys open estates, guide executors through administration to ensure assets pass as the decedent intended, and work to close the estate. Practice also spans family law, criminal defense, and personal injury.
PracticesEstate PlanningTrust AdministrationProbateWills Trusts
FirmFrankfort, IN
Frankfort firm serving Clinton County and surrounding central Indiana counties, founded in 1902. Four of its attorneys — Les Bergum, Alicia Albertson, Bethany Alexander and Danielle Miles — handle estate and trust administration, with farm-family succession planning alongside the firm's real estate, creditors' rights and municipal work.
PracticesEstate PlanningTrust AdministrationProbateAgricultural LawWills Trusts
FirmWarsaw, IN
Warsaw firm in Kosciusko County, founded in 1920. Its trusts-and-estates group handles estate administration for personal representatives and trustees — dealing with creditors, taxes, real estate and distributing property — alongside testamentary and irrevocable living trusts, medical directives, and the firm's family law, business and land-use work.
PracticesEstate PlanningTrust AdministrationProbateWills Trusts
Solo PracticeMuncie, IN
Solo Muncie practice serving Delaware County and surrounding Indiana counties, practising locally for over 40 years. Its probate work covers administration of estates and trusts, guardianships and conservatorships, and the preparation of wills and trusts, alongside real estate, family law and personal injury matters.
PracticesEstate PlanningTrust AdministrationProbateGuardianshipWills Trusts
FirmHuntingburg, IN
Huntingburg firm in Dubois County (formerly Schneider Law Office), practising there for over 70 years. Estate administration and probate is a named focus of both partners, Phil Schneider and Taylor O'Bryan: preparing the documentation, filing taxes, preparing accountings and distributing assets, plus adult and minor guardianships and elder-law work.
PracticesEstate PlanningTrust AdministrationProbateElder Lawand 2 more
FirmCorydon, IN
Corydon firm in Harrison County, tracing its roots to 1879. Handles probate and all types of trust administration alongside will, trust, power-of-attorney and living-will drafting, and reviews existing estate plans for updating. Also a title-services and real-estate practice.
PracticesEstate PlanningTrust AdministrationProbateGuardianshipand 2 more
FirmBloomington, IN
Bloomington firm (Monroe County) whose probate practice represents personal representatives and trustees through estate and trust administration. Also handles will and trust contests, interference-with-inheritance claims, beneficiary representation, will-spread-of-record, and estate mediation, giving it a settlement-side litigation capability.
PracticesEstate PlanningTrust AdministrationProbateProbate Litigation
FirmBedford, IN
Bedford firm in Lawrence County, founded in 2022 by David A. and Patrick J. Smith. David handles probate and trust administration, elder law and long-term-care planning, special-needs and Miller trusts, and guardianships, and is also licensed in Florida for Indiana clients holding property there.
PracticesEstate PlanningTrust AdministrationProbateElder Lawand 2 more
FirmChesterton, IN
Chesterton firm in Porter County serving northwest Indiana. Its estate and trust administration work covers collecting, appraising and preserving assets, sorting out the claims and liabilities to be paid, minimizing taxes and administrative costs, and preparing and filing the required pleadings, reports and returns. Consultations are a flat $300 for up to an hour.
PracticesEstate PlanningTrust AdministrationProbateGuardianshipand 3 more
Solo PracticeMishawaka, IN
Solo Mishawaka practice concentrated in St. Joseph County probate and estate administration, covering probate of wills, appointment of personal representatives, trusts, and guardianships. Timothy Kalamaros advises executors and trustees carrying out an estate plan and sorts out estate disputes in court as needed. Serves South Bend, Mishawaka, Granger, and 13 more northern-Indiana counties.
PracticesEstate PlanningTrust AdministrationProbateElder Lawand 2 more
FirmFort Wayne, IN
Fort Wayne firm pairing estate and trust administration with elder-law and Medicaid work for Allen County families. Guides personal representatives, beneficiaries, and trustees through creditor notice, estate claims, appraisal, distribution, and closing the estate. Partners Tracy L. Troyer and Leah C. Good both list estate and trust administration and Medicaid planning.
PracticesEstate PlanningTrust AdministrationProbateElder Lawand 2 more
FirmColumbus, IN
Columbus estate-and-elder-law firm focused on estate and trust settlement for Bartholomew County and central-Indiana families. Work spans probate estates, trust settlements, heirship and small-estate affidavits, post-death tax advice, guardianships, Medicaid planning and special-needs trusts. Meets in the office, at a location of the client's convenience, or by teleconference.
PracticesEstate PlanningTrust AdministrationProbateElder Lawand 4 more
FirmWestfield, IN
Westfield firm (Hamilton County) with a second office in Bloomington, serving Hamilton, Marion, Boone and Monroe counties. Its probate side covers the probate process, small-estate probate, personal-representative representation, docketing a trust, and inheritance and will/trust disputes. Planning work includes wills, trusts, powers of attorney and special-needs planning.
PracticesEstate PlanningTrust AdministrationProbateProbate Litigationand 3 more
FirmGreenfield, IN
Greenfield firm serving Hancock County, Henry County, and Indianapolis. Handles probate administration and estate settlement, from identifying and appraising assets through paying debts and taxes to distributing property, and can run a trust distribution alongside the probate estate. Also takes guardianship proceedings and elder-law work including Medicaid eligibility and nursing-home planning.
PracticesEstate PlanningTrust AdministrationProbateElder Lawand 6 more
FirmGoshen, IN
Goshen firm (130 North Main Street, est. 1957) serving Elkhart, LaGrange and Kosciusko counties and the wider Michiana area. Its estate group handles estate and trust administration, probate and guardianships for clients in Indiana and Florida, with attorneys board certified by the Indiana Trust and Estate Specialization Board. Seventeen attorneys.
PracticesEstate PlanningTrust AdministrationProbateElder Lawand 5 more
FirmEvansville, IN
Evansville riverfront firm (20 NW First Street, Vanderburgh County), established on the riverfront in 1943. Guides fiduciaries and beneficiaries through probate and trust administration, and handles estate and gift tax planning, wills and trusts, powers of attorney and advance directives, and charitable giving. Six attorneys practice in the estate group.
PracticesEstate PlanningTrust AdministrationProbateTax Planningand 3 more