Forms for Settling an Estate in Alabama

Free forms for settling an estate in Alabama: probate petition, small estate affidavit, creditor notice and closing forms. Prepare each form for Alabama.

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Petition for Probate and Letters

In Alabama, the petition asks the Probate Court of the county where the decedent was domiciled to appoint the personal representative, whose authority is proved by Letters Testamentary or Letters of Administration; every appointment goes through the courtAla. Code §§ 43-2-20, 43-2-40 (letters granted by the probate court; Alabama has no registrar/informal-appointment track)Verified Sep 8, 2026View source.

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Notice to Creditors

In Alabama, the notice to creditors is published for 3Ala. Code §§ 43-2-60, 43-2-61, 43-2-350, 43-2-354, 43-2-371Verified Oct 18, 2026View source weeks in a local newspaper, and creditors have 6 monthsAla. Code § 43-2-350Verified Sep 8, 2026View source from the personal representative's appointment to present claims.

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Estate Inventory

In Alabama, the personal representative files the estate inventory within 60 daysAla. Code §§ 43-2-835, 43-2-836Verified Sep 15, 2026View source of appointment.

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Estate Closing

In Alabama, the personal representative is discharged by court orderAla. Code §§ 43-2-628, 43-2-516Verified 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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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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Tools for Settling an Estate in Alabama

Free tools for settling an estate in Alabama: whether probate is needed, executor and trustee pay, creditor deadlines and taxes. Run each tool for Alabama.

How Much Can an Executor Charge?

Alabama pays executors reasonable compensationAla. Code § 43-2-848 (reasonable compensation capped at 2.5% of property received/controlled + 2.5% of disbursements; court may award more for extraordinary services)Verified Sep 8, 2026View source, typically 2.2%Estimated from the 16 state statutes that set an executor fee schedule (median and interquartile range at this estate value)Verified Sep 8, 2026View source to 3.8%Estimated from the 16 state statutes that set an executor fee schedule (median and interquartile range at this estate value)Verified Sep 8, 2026View source of the estate.

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Can I Self-File Probate?

In Alabama, informal probate is not availableAla. Code §§ 43-2-20, 43-2-40 (letters granted by the probate court; Alabama has no registrar/informal-appointment track)Verified Sep 8, 2026View source, so self-filing means a formal court petition rather than a registrar filing.

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How Do I Get Letters Testamentary?

In Alabama, the Judge of probate issues Letters Testamentary or Letters of Administration once the Probate Court of the county where the decedent was domiciled appoints the personal representative; every appointment goes through the courtAla. Code §§ 43-2-20, 43-2-40 (letters granted by the probate court; Alabama has no registrar/informal-appointment track)Verified Sep 8, 2026View source.

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What Are the Creditor Claim Deadlines?

In Alabama, creditors have 6 monthsAla. Code § 43-2-350Verified Sep 8, 2026View source from the personal representative's appointment to present claims; late claims are barred.

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What Happens When an Estate Is Insolvent?

When an estate owes more than it holds, Alabama pays the claims in 6Ala. Code § 43-2-371Verified Sep 23, 2026View source classes in statutory order, beginning with funeral expenses.

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How Do I Claim a Deceased Person's Unclaimed Property?

In Alabama, a deceased owner's unclaimed property is claimed from the Alabama State Treasurer, Unclaimed Property DivisionCode of Ala. 1975, Title 35, Chapter 12 (Uniform Disposition of Unclaimed Property Act of 2004); §§ 35-12-83, 35-12-84Verified Aug 24, 2026View source. A probate-appointed executor or administrator files on behalf of the estate under that appointment, with Letters Testamentary or Letters of AdministrationClaiming Property FAQ (Alabama Unclaimed Property)Verified Aug 24, 2026View source.

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How Do I Open an Estate Account When Someone Dies?

Compare estate-account opening requirements bank by bank: channels, required documents, and steps.

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Hire an Alabama Probate Attorney

Browse 70 probate firms in Alabama with addresses, contact info, and practice details.

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Alabama Estate Settlement Resources

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