Forms for Settling an Estate in Minnesota

Free forms for settling an estate in Minnesota: the probate petition, small estate affidavit, notice to creditors, inventory, and closing forms.

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IRS Form 56

Notify the IRS that you are the fiduciary of an estate, a trust or a person, or end a notice filed before, on the official form.

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Digital Assets Recovery Letter

Prepare a letter requesting a deceased person's online accounts, points, and balances from the program that holds them.

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Notice to Creditors

In Minnesota, the notice to creditors is published for 2Minn. Stat. §§ 524.3-801, 524.3-803, 524.3-805, 524.3-806Verified Oct 18, 2026View source weeks in a local newspaper, and creditors have 4 monthsMinn. Stat. § 524.3-803Verified Sep 8, 2026View source from first publication to present claims.

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Small Estate Affidavit

In Minnesota, the Affidavit for Collection of Personal PropertyMinn. Stat. § 524.3-1201Verified Sep 8, 2026View source covers estates valued at $75,000Minn. Stat. § 524.3-1201Verified Sep 8, 2026View source or less, 30 daysMinn. Stat. § 524.3-1201Verified Sep 8, 2026View source after death, presented directly to the bank or other holder, not filed with a court.

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Estate Inventory

In Minnesota, the personal representative files the estate inventory within 180 daysMinn. Stat. §§ 524.3-706, 524.3-708Verified Sep 15, 2026View source of appointment.

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Estate Closing

In Minnesota, the personal representative is discharged automatically once the statutory period runsMinn. Stat. §§ 524.3-1003(b), 524.3-1005Verified Sep 15, 2026View source, and a final accounting is required.

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IRS Form 1310

Claim a refund due a deceased taxpayer on the official form, on the box the form routes you to, with what the form says to attach.

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Letter of Instruction

Prepare the letter a bank or insurer requests during estate settlement, addressed to its claims department.

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Tools for Settling an Estate in Minnesota

Free tools for settling an estate in Minnesota: whether probate is needed, executor and trustee pay, creditor deadlines, and inheritance taxes.

How Many Death Certificates Do I Need?

In Minnesota, certified death certificates come from the Minnesota Department of Health - Office of Vital RecordsMinnesota Department of Health - Office of Vital RecordsVerified Oct 15, 2026View source; the first copy costs $13Minnesota Department of Health - Office of Vital RecordsVerified Oct 15, 2026View source, additional copies $6Minnesota Department of Health - Office of Vital RecordsVerified Oct 15, 2026View source each.

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Do I Need Probate?

In Minnesota, estates valued at $75,000Minn. Stat. § 524.3-1201Verified Sep 8, 2026View source or less skip probate with the Affidavit for Collection of Personal PropertyMinn. Stat. § 524.3-1201Verified Sep 8, 2026View source, 30 daysMinn. Stat. § 524.3-1201Verified Sep 8, 2026View source after death.

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

Minnesota requires a final state income tax return for the decedent alongside the federal Form 1040Minn. Stat. § 290.06Verified 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 Do I Settle an Estate?

Settling an estate in Minnesota: the personal representative files the estate inventory within 180 daysMinn. Stat. §§ 524.3-706, 524.3-708Verified Sep 15, 2026View source of appointment; creditors have 4 monthsMinn. Stat. §§ 524.3-801, 524.3-803, 524.3-805, 524.3-806Verified Oct 18, 2026View source to present claims; a simple estate closes in 4 months to 6 months.

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What Do I Do When Someone Dies?

After a death in Minnesota, the estate either qualifies for the simplified procedure for estates under $75,000Minn. Stat. § 524.3-1201Verified Sep 8, 2026View source or goes through probate, where creditors have 4 monthsMinn. Stat. § 524.3-803Verified Sep 8, 2026View source to file claims after notice.

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How Much Are Estate & Inheritance Taxes?

Minnesota levies an estate taxMinn. Stat. § 291.03, § 291.016Verified Sep 15, 2026View source above $3,000,000Minn. Stat. § 291.03, § 291.016Verified Sep 15, 2026View source (top rate 16%Minn. Stat. § 291.03, § 291.016Verified Sep 15, 2026View source) and no inheritance tax; the federal estate tax applies above $15,000,00026 USC 2001(c), 2010; P.L. 119-21 §70106Verified Sep 15, 2026View source.

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What Taxes Apply to My Inheritance?

In Minnesota, beneficiaries owe no inheritance tax and the estate pays any estate taxMinn. Stat. § 291.03, § 291.016Verified Sep 15, 2026View source above $3,000,000Minn. Stat. § 291.03, § 291.016Verified Sep 15, 2026View source; probate assets arrive when the estate closes, 4 months to 6 months for a simple estate.

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Hire a Minnesota Probate Attorney

Browse 63 probate firms in Minnesota with addresses, contact info, and practice details.

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Minnesota Estate Settlement Resources

In-depth guides covering Minnesota probate, estate administration, and settling an estate.