© 2026 SimplyTrust Software Inc.
Step-by-step guide for executors and personal representatives navigating probate. This checklist applies whether there was a will or not.
Answer a few questions to get a personalized checklist for your situation.
This checklist provides general guidance for estate settlement. Requirements vary by state and circumstance. Consult a licensed attorney for legal advice.
In Massachusetts, immediate priorities include obtaining certified death certificates, filing the original will with the probate court, and petitioning for letters testamentary. Securing estate assets and identifying all accounts and property are also early priorities.
In Massachusetts, notice to creditors must be published and/or sent to known creditors. Creditors then have 12 months to file claims. Final distributions typically wait until this period expires to protect the executor from personal liability.
Massachusetts requires executors to post a bond to protect beneficiaries and creditors. The will can waive this requirement, and courts often waive it for family members.
Yes. Massachusetts has adopted the Uniform Probate Code, which provides standardized probate procedures. This often means simplified processes and informal probate options for uncontested estates.
Yes. Massachusetts allows independent administration, where the executor can manage and distribute the estate with minimal court oversight. This streamlines the process and reduces costs for straightforward estates.
Get a complete guide for your specific circumstances.
Explore related tools and documents to complete your estate plan.
Calculate how many certified death certificates you need based on the assets and accounts you need to close. See state-specific ordering information.
Answer a few questions to find out if an estate needs full probate, qualifies for simplified probate, or can avoid probate entirely with a small estate affidavit.
See when creditors must file claims, what notice you must publish, whether direct notice is required, and the statutory priority for paying debts. Enter dates to calculate specific deadlines.
Get a personalized checklist for settling an estate after someone passes away. Covers trust administration, probate, and intestate estates.
In-depth guides covering Massachusetts probate laws, trust requirements, and estate planning strategies.