Indiana

Indiana Resources for Executors

The Hoosier State

Indiana probate courts, executor forms, probate cost and executor fee calculators, and the agencies and banks to notify after a death.

Settle an estate in Indiana, step by step

A Indiana settlement plan lists each task in order, from the death certificate to the final distribution, with the Indiana deadlines and forms attached to each step.

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Indiana Probate and Settlement Rules

The amount a surviving spouse inherits without a will depends on whether your parents are still alive. If they are, your spouse may have to share the estate with them—a result that surprises many people and underscores why having a will matters.

Smaller estates under $100,000IC 29-1-8-1Verified Sep 8, 2026View source can use a simplified transfer process that avoids full probate proceedings.

Indiana does not impose a state estate tax or inheritance tax, which means estates are only subject to the federal estate tax (currently exempting the first $15,000,00026 USC 2001(c), 2010; P.L. 119-21 §70106Verified Sep 15, 2026View source per person, or $30,000,00026 USC 2001(c), 2010; P.L. 119-21 §70106Verified Sep 15, 2026View source for married couples using portability). This is a meaningful advantage over the states that layer their own death taxes on top of the federal system.

Indiana provides a statutory homestead exemption protecting up to $22,750 in home equity from creditors. While not as strong as the constitutional protections in states like Texas or Florida, this still provides meaningful protection for the family home. Executors must publish a notice to creditors, who then have 3 monthsIC 29-1-14-1Verified Sep 8, 2026View source to file claims against the estate. Known creditors must also receive direct written notice.

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Legal Sources

Data sourced from Indiana statutes and official state code. How we research.

Find Your County’s Probate Court

Indiana Estate Settlement Forms

Probate petition, notice to creditors, inventory, closing. Free for Indiana.

Free

EIN Application

Get the tax ID number (EIN) banks require to open an estate account or trust account after someone dies.

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Free

Petition for Probate and Letters

Open probate and ask the court to appoint you and issue Letters Testamentary or Letters of Administration.

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Free

Notice to Creditors

Notify estate creditors and start the claim period — the published notice plus mailed copies for known creditors.

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Free

Renunciation of Executor

Decline an appointment as executor named in a will — the writing filed with the court before anyone is appointed.

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Free

Affidavit of Heirship

Prepare the sworn statement of a deceased person's family history and heirs for recording in the county land records, with your state's recording instructions.

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Free

Small Estate Affidavit

Collect a small estate's property without probate — the sworn affidavit presented to banks and other holders, with a presentation letter for each.

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Estate Inventory

Prepare the probate inventory of estate property — every asset at its date-of-death value, with your state's filing or delivery instructions.

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Free

Estate Closing

Prepare the paperwork that closes the estate — the state's closing instrument with its closing instructions, and the optional federal forms.

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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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Free

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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Indiana Tools & Calculators

Probate cost, executor fees, creditor deadlines and more for Indiana.

Indiana Probate Attorneys

Find probate and estate administration attorneys by practice area in Indiana.