Forms for Settling an Estate in Virginia

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

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Petition for Probate and Letters

In Virginia, the petition asks the Circuit Court to appoint the personal representative, whose authority is proved by Certificate of Qualification; every appointment goes through the court.

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Notice to Creditors

In Virginia, creditors have 6 monthsVa. Code §§ 64.2-554, 64.2-556(A) (six months from qualification), 64.2-508.1(C)(4) (published notice); § 64.2-529 (12-month liability shield); § 64.2-550 (debts-and-demands hearing)Verified Sep 9, 2026View source from first publication to present claims.

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Small Estate Affidavit

In Virginia, the Small Estate AffidavitVa. Code § 64.2-600Verified Sep 9, 2026View source covers estates with personal property of $75,000Va. Code § 64.2-600Verified Sep 9, 2026View source or less, 60 daysVa. Code § 64.2-600Verified Sep 9, 2026View source after death, presented directly to the bank or other holder, not filed with a court.

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Estate Inventory

In Virginia, the personal representative files the estate inventory within 120 daysVa. Code § 64.2-1300Verified Sep 15, 2026View source of appointment.

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Estate Closing

In Virginia, the personal representative is discharged automatically once the statutory period runsVa. Code §§ 64.2-1212, 64.2-1213Verified Sep 15, 2026View source, and a final accounting is required unless it is waived.

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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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Tools for Settling an Estate in Virginia

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

How Much Can an Executor Charge?

Virginia pays executors reasonable compensationVa. Code § 64.2-1208(A) (commissioner of accounts allows reasonable compensation; no statutory percentage)Verified Sep 9, 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 9, 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 9, 2026View source of the estate.

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Can I Self-File Probate?

In Virginia, informal probate is not available, so self-filing means a formal court petition rather than a registrar filing.

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How Do I Get Letters Testamentary?

In Virginia, the Clerk of the Circuit Court issues a Certificate of Qualification once the Circuit Court appoints the personal representative; every appointment goes through the court.

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What Are the Creditor Claim Deadlines?

In Virginia, the 6 monthsVa. Code §§ 64.2-554, 64.2-556(A) (six months from qualification), 64.2-508.1(C)(4) (published notice); § 64.2-529 (12-month liability shield); § 64.2-550 (debts-and-demands hearing)Verified Sep 9, 2026View source period after first publication of the creditor notice protects a representative who distributes after it; late claims can still reach undistributed assets.

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What Happens When an Estate Is Insolvent?

When an estate owes more than it holds, Virginia pays the claims in 10Va. Code § 64.2-528Verified Sep 23, 2026View source classes in statutory order, beginning with costs and expenses of administration.

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

In Virginia, a deceased owner's unclaimed property is claimed from the Virginia Department of the Treasury, Unclaimed Property DivisionVa. Code Title 55.1, Chapter 25 (Virginia Disposition of Unclaimed Property Act); §§ 55.1-2501, 55.1-2532, 55.1-2533Verified 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 a Virginia Probate Attorney

Browse 66 probate firms in Virginia with addresses, contact info, and practice details.

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Virginia Estate Settlement Resources

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