Regional firm with Vermont offices in Burlington and Woodstock. Its estate practice takes executors through Vermont probate, from filing the will through the inventory, estate and gift tax returns and distribution, and handles trust administration and accountings. Its litigators handle will contests, removal of trustees or personal representatives and breach of fiduciary duty claims.
White River Junction is in Windsor County.
More Trust Administration Firms in Windsor County
Probate in Windsor County
Probate Court Record
Windsor County Superior Court - Probate Division
Windsor County
Phone
Hours
Monday-Friday 8:00 AM-4:30 PM
Office
12 The Green, Woodstock, VT 05091
Website
E-filing
Filing in person
Walk-ins accepted
Self-represented filing
Allowed
Self-help forms
How to file probate in Windsor County →
Verified October 16, 2026 · Source
Do I need a lawyer for probate in Windsor County? →Settling an estate in Windsor County →
Forms for Planning and Settling an Estate in Vermont
Free Vermont forms to plan or settle an estate: a will, trust, powers of attorney, TOD deed and the probate forms. Prepare each form for Vermont.
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Revocable Living Trust
Create a revocable living trust to avoid probate, protect privacy, and control asset distribution.
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Free
Pour-Over Will
In Vermont, a pour-over will is signed before 214 V.S.A. § 5Verified Oct 19, 2026View source witnesses and moves anything left outside the trust into it through probate.
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Tools for Planning and Settling an Estate in Vermont
Free calculators and checklists to plan or settle an estate in Vermont: will and trust costs, probate, executor pay and taxes. Run each tool for Vermont.
How Do I Settle a Trust?
Settling a trust in Vermont happens outside court: the trustee acts under the state's Uniform Trust Code14A V.S.A. § 101 et seq.Verified Oct 17, 2026View source, notifies the beneficiaries within 60 days14A V.S.A. § 813Verified Sep 15, 2026View source, then pays the debts and distributes under the trust's terms.
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What's Fair Trustee Compensation?
In Vermont, trustee compensation follows "reasonable compensation" (UTC § 708 or equivalent)14A V.S.A. § 708Verified Sep 18, 2026View source unless the trust instrument sets a different amount.
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How Do I Settle an Estate?
Settling an estate in Vermont: the personal representative files the estate inventory within 60 days14 V.S.A. §§ 1051-1053Verified Sep 15, 2026View source of appointment; creditors have 4 months14 V.S.A. §§ 1201-1207Verified Oct 19, 2026View source to present claims; a simple estate closes in 6 months to 9 months.
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Do I Have to File Tax Returns for Someone Who Died?
Vermont requires a final state income tax return for the decedent alongside the federal Form 104032 V.S.A. § 5822Verified 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.
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How Does Step-Up in Basis Work?
Inherited assets in Vermont 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 rates, after the first $5,000 of gain is excluded32 V.S.A. § 5811(21)(B)(ii) (capital gains exclusion — individuals) and § 5811(28)(B)(ii) (the SAME exclusion, verbatim, for an estate or a trust)Verified Sep 15, 2026View source.
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