What Do I Do When Someone Dies in Colorado?

A step-by-step checklist for the days, weeks, and months after a death, with the state's rules, deadlines, fees, and official forms noted on the steps they apply to. Free PDF.

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Colorado Executor Checklist

50 tasks to complete

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Notify immediate family members

Contact close family members who need to know. Coordinate funeral arrangements and gather contact information for extended family and friends.

Confirm who has authority over final arrangements

Colorado: State law sets the order of who controls disposition of remains. Order: Decedent, via a declaration of disposition per C.R.S. § 15-19-104; then Appointed personal representative or special administrator; or, if not yet appointed, the nominee for appointment as personal representative under the decedent's will; then Surviving spouse (if not legally separated from the decedent); then others in statutory order. A written pre-need designation by the deceased, if one exists, controls over this order.

Arrange burial, cremation, or other disposition

Work with a funeral home, crematory, or other provider to arrange disposition of the body. State rules govern cremation waiting periods, required authorizations, and burial or disposition permits. The funeral home typically provides certified death certificates and files the death certificate with vital records.

Colorado: A burial or disposition permit is required, issued by The county vital-statistics office designated or established under C.R.S. § 25-2-103 in the county where the death occurred; if no such office exists in that county, the coroner or the coroner's designee. The death certificate must be filed within 3 days. Typical state costs: direct cremation ~$1,800, direct burial ~$3,200, traditional funeral ~$8,500.

How many death certificates do I need?

Obtain certified death certificates

Colorado: Order from Colorado Department of Public Health and Environment - Vital Records. Fee: $25/copy ($20 additional). Available: online, mail, in-person. Processing: 30 business days for online orders.

Unsure how many death certificates you need?

Secure the residence and valuables

Change locks if necessary, ensure the home is secured, and safeguard valuable items. Review who has keys and whether security measures are needed.

Colorado: Homestead exemption up to $250,000. Minor children also protected.

Locate estate planning documents

Find the original will, trust documents, and any amendments. Check the home, safe deposit box, and contact any attorney the deceased worked with.

Determine if probate is necessary

Evaluate whether the estate qualifies for small estate procedures or if full probate is required based on asset values and types.

Colorado: Small estate affidavit available for estates under $88,000. Informal (unsupervised) probate available. Independent administration reduces court oversight.

Do I need probate?Estimate probate costs in your state

Arrange mail forwarding or collection

Ensure mail is collected regularly to identify bills, accounts, and important correspondence. Forwarding mail to the executor/trustee is common practice.

USPS death notification procedures

Notify Social Security Administration

Report the death to Social Security. The funeral home often does this, but verify it was done. Surviving spouse may be eligible for benefits.

Federal: Timing: As soon as possible after death — payments for the month of death and later must be returned. The funeral home typically initiates the report. SSA: 1-800-772-1213.

SSA death notification procedures

Notify Medicare/Medicaid if applicable

Cancel Medicare coverage and return the Medicare card. If on Medicaid, notify the state agency to avoid benefit continuation.

Colorado: Medicare: No Medicare notification deadline — coverage ends with the death and CMS is notified through SSA. Deadlines that do bind the estate: a Medicare Secondary Payer demand must be repaid within 60 calendar days or interest accrues (42 CFR 411.24(h)), and any claim for services furnished before death must be filed within 12 months of the date of service.. If the deceased received Medicaid, Colorado's estate recovery program (Colorado Department of Health Care Policy and Financing — Estate Recovery) may file a claim against the estate for benefits paid. Exemptions and hardship waivers are state-specific.

Medicare/Medicaid death notification procedures Colorado Medicaid estate recovery program

Notify Veterans Affairs if applicable

If the deceased was a veteran, notify the VA to stop benefits and inquire about burial benefits and survivor benefits.

Federal: Timing: No fixed deadline to report the death, but report right away to stop payments and avoid overpayment debt; accrued-benefits and substitution requests are due within 1 year of death, and non-service-connected burial allowance claims within 2 years of burial. VA: 1-800-827-1000 (select 5 to report a death); 1-800-535-1117 (national cemetery scheduling).

VA death notification and survivor benefits

Notify employer or former employer

Contact employer about final paycheck, accrued PTO, life insurance, retirement benefits, and COBRA options for survivors.

Employer benefits and pension after a death

Notify banks and financial institutions

Contact each bank and financial institution. They will freeze accounts until proper documentation is provided.

Find your bank or credit union death claim process FDIC guidance on accounts after a death

Notify insurance companies

Contact life insurance companies to file claims. Also notify health, auto, and homeowner insurance to update or cancel policies.

Colorado: Divorce automatically revokes beneficiary designations naming a former spouse on life insurance, retirement accounts, POD bank accounts, TOD investment accounts, annuities (C.R.S. § 15-11-804). Employer plans governed by federal law (ERISA) and federal benefits are not affected by the state rule. Confirm whether any designation predates a divorce before it is paid out.

Find your insurance company death claim process

Freeze credit at all three bureaus

Place a deceased alert or credit freeze with Equifax, Experian, and TransUnion to prevent identity theft. Over 2 million deceased identities are stolen annually.

FTC identity theft prevention for the deceased

Gather financial account statements

Collect recent statements for all bank accounts, investment accounts, retirement accounts, and any other financial accounts.

What are my personal items worth for probate?

Gather real estate documents

Locate deeds, mortgage statements, property tax bills, and homeowner insurance policies for all real property. Check the county recorder for any recorded Transfer on Death deeds.

Colorado: Homestead exemption up to $250,000. Minor children also protected. Colorado allows Transfer on Death (TOD) deeds. Check the county recorder's office to see if a TOD deed was recorded -- if so, the property transfers outside probate.

What is a Transfer on Death deed?

Gather recent tax returns

Locate the last 3-5 years of federal and state income tax returns. These help identify income sources, assets, and deductions.

Do I have to file tax returns for someone who died?IRS procedures when someone dies

Obtain an EIN for the estate

Apply for an Employer Identification Number (EIN) from the IRS. The estate needs its own tax ID to open bank accounts and file tax returns.

Apply for an estate EIN IRS procedures when someone dies

File petition for probate with the court

Submit the original will (if any) and petition to open probate. You will need to pay filing fees and may need to post a bond.

Colorado: Statewide form: JDF 920 (Petition for Formal Probate of Will and Formal Appointment of Personal Representative). File with the District Court of the county where the decedent lived (Denver Probate Court in Denver County). E-filing is not open to self-represented filers. Filing fee $229. Informal probate available. Independent administration reduces court supervision. Typical duration: 6-9 months.

Can I self-file probate?JDF 920 (official form)Prepare a Petition for Probate and Letters

Obtain letters testamentary or administration

Once appointed by the court, obtain letters testamentary (with will) or letters of administration (without will). These prove your authority.

Colorado: Letters Testamentary are issued by the Probate registrar in informal proceedings (no hearing); the judge in formal proceedings (after notice/hearing). The state's title for the role is Personal Representative. The Letters document is official form JDF 915 (Letters Testamentary/of Administration). Typically filed with the petition: Original will and any codicils (lodged/deposited with the court) (C.R.S. §§ 15-11-515 "Deposit of will with court in testator's lifetime", 15-11-516 "Duty of custodian of will; lodging of will after death"); Acceptance of Appointment (JDF 911); Proposed order submitted with the application/petition: informal JDF 913 (with a will) / JDF 917 (no will); formal JDF 921 (with a will) / JDF 923 (no will); Renunciation and/or Nomination of Personal Representative where a higher-priority person yields (JDF 912); Information of Appointment (JDF 940) mailed to heirs and devisees within 30 days of appointment; Bond only if required by the will or demanded by an interested person (C.R.S. §§ 15-12-603, 15-12-605); Notice of Hearing (JDF 711) for the FORMAL track (JDF 920/922 petitions are heard after notice; the open-estate instructions list JDF 711 on both formal paths); Irrevocable Power of Attorney Designating Clerk of Court as Agent for Service of Process (JDF 721) if the nominated personal representative lives outside Colorado.

Letters Testamentary/of Administration (official form)Prepare a Petition for Probate and Letters

Post surety bond if required

If the court requires a bond, obtain a surety bond from an insurance company. The bond protects beneficiaries from executor misconduct.

Colorado: Bond generally not required. Beneficiaries may waive bond in writing (C.R.S. §§ 15-12-603, 15-12-605).

Open an estate bank account

Open a dedicated checking account for the estate using the EIN and letters testamentary. All estate income and expenses flow through this account.

Consider hiring a probate attorney

For complex estates or if unfamiliar with probate, hiring an attorney is common. Many states allow statutory attorney fees.

Colorado: Attorney fees typically 2-3.1% of estate.

Find a probate attorney in your state Can I self-file probate instead?

Publish notice to creditors

Publish a notice in a local newspaper to alert potential creditors. This starts the creditor claim period running.

Colorado: Colorado requires publication for 3 consecutive weeks. Typical cost: $100. The executor places the notice with the newspaper directly. Creditors have 4 months from first publication to file claims. Direct notice to a known creditor is optional and does not shorten their deadline — they get the later of the claim period or 60 days from the mailing. Proof of publication must be filed with the court.

What are the creditor claim deadlines?Official notice form (JDF 943SC (Notice to Creditors by Publication))Find a legal newspaper (state press association)

Inventory digital accounts and assets

Identify email accounts, social media, online banking, cryptocurrency, and other digital assets. Note any password managers used.

Colorado: Colorado has adopted digital asset access laws (2016). User authorization or court order may be required to access accounts. Online tool authorizations (like Google Inactive Account Manager) are valid.

Digital assets guide

Search for unclaimed property and lost assets

Search the state unclaimed property database for forgotten bank accounts, uncashed checks, insurance proceeds, and refunds owed to the deceased. Estates frequently recover assets the deceased never tracked.

Colorado: Search Colorado Department of the Treasury — Great Colorado Payback (Unclaimed Property) for forgotten accounts, refunds, and uncashed checks owed to the deceased.

Colorado Department of the Treasury — Great Colorado Payback (Unclaimed Property) unclaimed property search

Manage real estate

Maintain property, continue paying mortgage and taxes, arrange for property management if needed, and prepare for sale or transfer.

Colorado: Property owned in other states may require ancillary probate in those states. Small estate exception may apply for property under $88,000. State recognizes out-of-state personal representatives.

Estimate probate costs for real estate

Review and manage investments

Review investment accounts, decide whether to maintain or liquidate positions, and manage accounts prudently during administration.

Find your brokerage death claim process SEC guidance on accounts after a death

Handle retirement accounts

Contact retirement account custodians about beneficiary claims. IRAs and 401(k)s typically pass by beneficiary designation, not through the estate.

Find your retirement provider death claim process Are my beneficiary designations protected?

Identify and list all debts

Create a comprehensive list of all debts including credit cards, loans, mortgages, and any other obligations.

What are the creditor claim deadlines?CFPB guidance on debts after a death

Cancel subscriptions and memberships

Cancel recurring charges for subscriptions, memberships, and services no longer needed.

Managing digital accounts after a death

File inventory with the court

Prepare and file an inventory of all estate assets with their values. The filing deadline runs from your appointment as personal representative and is set by state law.

Colorado: Inventory due within 90 days of appointment — you may either file it with the court or send it to interested persons who request it. You set the fair-market values yourself; no independent appraiser is required. Supplemental inventory required for assets discovered after the initial filing.

What are my personal items worth for probate?

Review and respond to creditor claims

Review claims submitted by creditors. Reject invalid claims and pay valid debts from estate/trust assets.

Colorado: Creditors file claims on a statutory claim form. After a claim is rejected, the creditor has 63 days to sue on it. If the estate cannot pay every claim, payment order: Property held by decedent as fiduciary or trustee; then Costs and expenses of administration; then Reasonable funeral and final disposition expenses; then remaining claims in statutory order.

What are the creditor claim deadlines?

Wait for creditor claim period to expire

Do not make final distributions until the creditor claim period has expired. This protects you from personal liability.

Colorado: Creditor claim period is 4 months from first publication. All claims are barred 1 year after death regardless of notice.

What are the creditor claim deadlines?

Transfer vehicle titles

Transfer ownership of vehicles to beneficiaries or the estate. Contact the state DMV with a death certificate and title documents.

Colorado: Colorado titles can carry a Transfer of Title Upon Death Designated Beneficiary (beneficiary designation form) (Colo. Rev. Stat. 42-6-110.5). Check the title for a TOD or beneficiary designation — a designated vehicle passes directly to the named beneficiary outside probate. Titles are processed by the Colorado Division of Motor Vehicles, Department of Revenue (title transfers are processed through county motor vehicle offices).

What are my personal items worth for probate?Colorado Division of Motor Vehicles, Department of Revenue (title transfers are processed through county motor vehicle offices) — TOD designation information

File final personal income tax return

File a final IRS Form 1040 for the deceased covering January 1 through date of death. Write "DECEASED," the decedent's name, and the date of death across the top of the return. If filing jointly with a surviving spouse, include both incomes. Attach Form 1310 to claim a refund, unless you are the surviving spouse filing a joint return or a court-appointed personal representative attaching a copy of the court certificate to the original return.

Colorado: File DR 0104 for January 1 through date of death. Due April 15 following year of death (automatic 6-month extension to file, to October 15 under § 39-22-608(2)(c); no extension to pay) — C.R.S. § 39-22-608(2)(a). A surviving spouse or personal representative (executor, administrator, or anyone in charge of the decedent's property) files. Per the 2025 Book 104 filing guide "Deceased Persons" section: use the deceased taxpayer's federal filing status; MARK THE DECEASED CHECKBOX after the deceased taxpayer's name on the DR 0104 (Colorado uses a checkbox — there is no instruction to write "DECEASED" across the top of the return, and no date-of-death field); claim all credits, subtractions, and deductions the decedent is entitled to. Signing: a surviving spouse signs and writes "Filing as Surviving Spouse"; a legal representative completes the Third Party Designee section, signs in place of the deceased, and writes "Filing as Legal Representative". Submit with the return a copy of the DEATH CERTIFICATE and, if applicable, form DR 0102 (Claim for Refund on Behalf of a Deceased Taxpayer) — the DR 0104 itself annotates the Deceased checkbox: "If checked and claiming a refund, you must include the DR 0102 and death certificate with your return." If the decedent had tax withheld, a return must be filed to get the refund. Individual filing requirement: C.R.S. § 39-22-601(1)(a)(I) (and § 39-22-601(1)(b): where the individual cannot make the return, it is made by an executor, administrator, or other person charged with the care of the taxpayer or the taxpayer's property); deadline under § 39-22-608(2)(a) (fifteenth day of the fourth month following the close of the taxable year). Use form DR 0158 (as Book 104 names it) to make an individual payment before filing.

Do I have to file tax returns for someone who died?IRS procedures when someone dies IRS Form 1040 (Federal)IRS Free File DR 0104 (Colorado)Colorado Online Filing

File estate/trust income tax return

If the estate or trust earns income during administration ($600 in gross income), file IRS Form 1041. Required if estate gross income is $600 or more, or if any beneficiary is a nonresident alien. The estate can choose a fiscal year. Use Form 7004 for an automatic 5.5-month extension of time to file.

Colorado: File DR 0105 for estate/trust income. Required when C.R.S. § 39-22-601(3)(b): "Every resident estate or trust and every nonresident estate or trust with income from Colorado sources for which a federal income tax return is required to be filed and every resident estate or trust and every nonresident estate or trust which has incurred any tax liability under any provision of this article." The 2025 DR 0105 filing guide reads the federal trigger broadly — it includes an INFORMATION return such as federal Form 5227 or 1041A, not only a Form 1041 (which is itself required at $600+ gross income or any nonresident-alien beneficiary, IRC § 6012(a)(3)).. Due April 15 for calendar-year filers (fifteenth day of the fourth month following the close of the taxable year) — C.R.S. § 39-22-608(2)(a); automatic 6-month extension to file, to October 15 (department grant under § 39-22-608(2)(c)), but NO extension to pay — use DR 0158-F to remit an extension payment before filing. Flat 4.4% on Colorado taxable income (2025 DR 0105 line 12: "Multiply the amount on line 11 by 4.4% to calculate the Colorado normal tax of the estate or trust"); TY2024 was temporarily 4.25% under the § 39-22-627 TABOR mechanism. A resident estate is an estate of a deceased person administered in Colorado other than by an ancillary proceeding. The federal Form 1041 should be completed first. Nonresident estate/trust Colorado-source income is apportioned on DR 0105 Schedule E; C.R.S. § 39-22-404 governs the share of a nonresident estate, trust, or beneficiary in Colorado-source income. Estimated payments are not required for fiduciary income tax (DR 0105EP is optional). 4.4% withholding is required on a nonresident beneficiary's Colorado-source income (DR 0105 Schedule D, column 9: "Colorado Withholding Required 4.4%"; statutory basis C.R.S. § 39-22-601(4), which sets the withholding "at the rate provided in section 39-22-104" unless the beneficiary timely files their own Colorado return). Colorado has no state K-1 form for estates and trusts.

Do I have to file tax returns for someone who died?IRS procedures when someone dies IRS Form 1041 (Federal)DR 0105 (Colorado)

Determine if estate tax return is required

For estates exceeding the federal exemption ($15,000,000), IRS Form 706 is required. Some states have lower thresholds. File Form 4768 for an automatic 6-month extension of time to file. The estate and GST tax is still due within 9 months of death; an extension of time to pay must be requested separately on the same form. Form 706 may also be filed to elect portability of the unused exemption to a surviving spouse.

Colorado: No state estate or inheritance tax. Only federal Form 706 applies if estate exceeds the federal exemption ($15,000,000).

How much are estate and inheritance taxes?IRS procedures when someone dies IRS Form 706 (Federal)Form 4768 (Extension)

Obtain tax clearance if required

Some states require tax clearance or closing letters before final distribution. Distributing without clearance can create personal liability for the executor or trustee.

Colorado: Colorado does not require a state tax clearance or waiver before an estate distributes. C.R.S. § 39-23.5-107(5) is express: "No tax waiver, consent to transfer, certificate of tax determination, or similar document shall be required for the transfer of any real or personal property located in Colorado included in a gross estate" for decedents dying on or after July 1, 1980. No Colorado estate tax filing is required for deaths after December 31, 2004 (and § 39-23.5-107(3): "No Colorado return need be filed if the gross estate or generation-skipping transfer does not require the filing of a federal return"). Two optional instruments exist on request: the 2025 DR 0105 filing guide instructs, "To request a final determination of tax liability, submit form DR 0253 separately from the return" — DR 0253 is the Income Tax Closing Agreement, the C.R.S. § 39-21-116 closing agreement — and § 39-23.5-107(4) lets an estate that need not file a Colorado estate tax return apply to the department for a certificate of tax determination.

Do I have to file tax returns for someone who died?Colorado Tax Clearance

Determine your executor commission

An executor or personal representative is entitled to compensation for administering the estate. Some states set commissions by statute; others allow reasonable compensation. Decide whether to take a commission and document the basis before final distribution.

Colorado: Executor compensation must be reasonable (no fixed statutory schedule). States that do set a schedule pay 2.2%–3.8% of an estate this size. Commissions are taxable income to the executor and are usually waived when the executor is also the main beneficiary.

How much can an executor charge?

Prepare distribution plan

Create a detailed plan for distributing assets according to the trust terms, will provisions, or intestate succession laws.

Who inherits without a will?

Notify beneficiaries of proposed distribution

Provide beneficiaries with a proposed distribution and accounting before making distributions.

I'm inheriting - what do I need to know?

Handle specific bequests

Distribute specific items (jewelry, heirlooms, etc.) to named beneficiaries as specified in the will or trust.

What are my personal items worth for probate?

Obtain receipts and releases from beneficiaries

Have beneficiaries sign receipts acknowledging distributions. Releases from liability are also commonly obtained.

Distribute assets to beneficiaries

Transfer assets to beneficiaries according to the distribution plan. Keep detailed records of all distributions.

Prepare final accounting

Create a detailed accounting showing all assets, income, expenses, and distributions. This may be required by the court or beneficiaries.

File final accounting with the court

Submit the final accounting to the probate court for approval. This is required before the estate can be formally closed.

Can I self-file probate?

Petition to close the estate

File a petition with the court to formally close the estate once all duties are complete.

Estate closing forms

Retain records for required period

Keep copies of all documents, accountings, receipts, and tax returns. Most professionals recommend keeping records for 7-10 years.

I understand this is general guidance only and requirements vary by state. I will verify all requirements with my state's probate court.I understand this checklist is not legal advice; a licensed attorney handles legal questions.Send me helpful estate planning resources and updates

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This checklist provides general guidance for estate settlement. Requirements vary by state and circumstance. Consult a licensed attorney for legal advice.Data verified 2026-09-15

Frequently Asked Questions

Request 10-15 certified copies from the funeral home or state vital records office. You will need these for banks, insurance companies, government agencies, and other institutions. Each institution typically requires an original certified copy. Order from Colorado Department of Public Health and Environment - Vital Records. Fee: $25/copy ($20 additional). Available: online, mail, in-person. Processing: 30 business days for online orders.

State law sets the order of who has the legal right to decide burial, cremation, or other disposition. A written pre-need designation by the deceased, if one exists, controls. Confirm who holds this authority before arrangements are made. State law sets the order of who controls disposition of remains. Order: Decedent, via a declaration of disposition per C.R.S. § 15-19-104; then Appointed personal representative or special administrator; or, if not yet appointed, the nominee for appointment as personal representative under the decedent's will; then Surviving spouse (if not legally separated from the decedent); then others in statutory order. A written pre-need designation by the deceased, if one exists, controls over this order.

Evaluate whether the estate qualifies for small estate procedures or if full probate is required based on asset values and types. Small estate affidavit available for estates under $88,000. Informal (unsupervised) probate available. Independent administration reduces court oversight.

Submit the original will (if any) and petition to open probate. You will need to pay filing fees and may need to post a bond. Statewide form: JDF 920 (Petition for Formal Probate of Will and Formal Appointment of Personal Representative). File with the District Court of the county where the decedent lived (Denver Probate Court in Denver County). E-filing is not open to self-represented filers. Filing fee $229. Informal probate available. Independent administration reduces court supervision. Typical duration: 6-9 months.

Once appointed by the court, obtain letters testamentary (with will) or letters of administration (without will). These prove your authority. Letters Testamentary are issued by the Probate registrar in informal proceedings (no hearing); the judge in formal proceedings (after notice/hearing). The state's title for the role is Personal Representative. The Letters document is official form JDF 915 (Letters Testamentary/of Administration). Typically filed with the petition: Original will and any codicils (lodged/deposited with the court) (C.R.S. §§ 15-11-515 "Deposit of will with court in testator's lifetime", 15-11-516 "Duty of custodian of will; lodging of will after death"); Acceptance of Appointment (JDF 911); Proposed order submitted with the application/petition: informal JDF 913 (with a will) / JDF 917 (no will); formal JDF 921 (with a will) / JDF 923 (no will); Renunciation and/or Nomination of Personal Representative where a higher-priority person yields (JDF 912); Information of Appointment (JDF 940) mailed to heirs and devisees within 30 days of appointment; Bond only if required by the will or demanded by an interested person (C.R.S. §§ 15-12-603, 15-12-605); Notice of Hearing (JDF 711) for the FORMAL track (JDF 920/922 petitions are heard after notice; the open-estate instructions list JDF 711 on both formal paths); Irrevocable Power of Attorney Designating Clerk of Court as Agent for Service of Process (JDF 721) if the nominated personal representative lives outside Colorado.

After a Death in Colorado

The first step in settling an estate in Colorado is evaluating the estate's size and how assets are titled. Estates under $88,000 may bypass formal probate entirely. Trust-held assets transfer outside probate regardless of value.

Creditors in Colorado have 4 months to file claims after notice is published. This claim period sets a minimum timeline for estate settlement. Simple estates typically close in 4 months to 6 months, while contested or complex estates take longer.

The executor or personal representative in Colorado manages all estate affairs during the settlement period. Colorado does not require an executor bond by default. A bond waiver in the will eliminates this expense. Colorado provides a family allowance for eligible survivors during administration (C.R.S. § 15-11-404). The Colorado executor fee calculator covers what that work can charge.

Total settlement costs depend on estate size, complexity, and whether disputes arise. Attorney fees, executor compensation, court filing fees, and publication costs total about $26,082 on a $500,000 estate. A revocable living trust bypasses this entire process — assets transfer privately without court involvement.

SimplyTrust Editorial·Updated September 8, 2026

Legal Sources

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

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Loss of a Spouse

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Named as Executor

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Prepare the creditor notice for an estate — the official state form or a notice typeset to statute, plus mailed notices for known creditors.

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Renunciation of Executor

Decline an appointment as executor — the writing filed with the court, drafted to your state's rule, with its deadline and filing office.

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Affidavit of Heirship

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

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Small Estate Affidavit

Prepare the affidavit that collects a small estate's property without probate — the official state form or an affidavit drafted to statute, plus a presentation letter for each holder.

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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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How Much Does Probate Cost?

Estimate attorney fees, executor fees, court costs, and timeline for probating an estate in your state. See if the estate qualifies for simplified probate procedures.

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How Much Can an Executor Charge?

Calculate how much an executor (personal representative) can charge for administering an estate. See if your state has statutory fees or uses reasonable compensation.

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