How Do I Get Appointed as Executor?

See the appointing court, the petition that opens the estate, what supporting documents to file, and bond rules to be appointed as executor or administrator in your state.

They are the court document that gives a personal representative authority to act for an estate. Letters Testamentary are issued when there is a will and the named executor is appointed. Letters of Administration are issued when there is no will and the court appoints an administrator. Both are issued by the court after it grants the probate petition — they are an output, not a form you fill out.

You file a petition (or application) for probate and for letters with the court that handles decedents’ estates where the deceased lived. You attach supporting documents such as the death certificate and the original will, may need to post a bond, and the court then issues your Letters. The exact form and court vary by state.

It varies by state. Some states publish a single fillable statewide petition and permit self-represented filers; others publish forms only at the county level or require an attorney-drafted pleading with no fill-in form. This guide shows the petition, court, and self-represented-filing status for each state. The Self-File Probate Assessment compares self-filing and attorney costs.

In most states a bond is required by default before Letters issue, protecting the estate against mismanagement. A will can waive the bond, and in many states all beneficiaries can waive it in writing. The guide shows the bond rule and waiver options for each state.

Timing varies by state and by whether the state offers an informal track. Informal or registrar appointment can take days to a few weeks; formal probate with a hearing can take one to several months. Small-estate procedures, where available, can transfer assets without a full appointment at all.

Forms for Settling an Estate

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

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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Free

Estate Inventory

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

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Free

Estate Closing

Prepare the paperwork that closes the estate — the state's closing statement, petition for discharge, or final account, with the state's closing instructions and the optional federal forms.

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Free

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

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

How Much Can an Executor Charge?

Calculate how much an executor can charge for administering an estate.

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Can I Self-File Probate?

Whether your state lets you open probate yourself, and what it costs with a lawyer and without one.

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What Are the Creditor Claim Deadlines?

Find creditor claim deadlines, notice requirements, and payment priority order for your state.

Check Deadlines

What Happens When an Estate Is Insolvent?

See the order your state pays an insolvent estate's debts and which claims go unpaid.

Check the Payment Order

How Do I Open an Estate Account When Someone Dies?

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

See Bank Requirements

What Is the Estate's Personal Property Worth for Probate?

Estimate the fair market value of household items for probate and see how it affects fees.

Estimate Value

How Much Does Probate Cost?

Estimate attorney fees, executor fees, court costs, and timeline for probating an estate.

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Who Inherits Without a Will?

Find out who inherits your estate and how much they get if you die without a will.

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