After a death in Indiana, the estate either qualifies for the simplified procedure for estates under $100,000IC 29-1-8-1Verified Sep 8, 2026View source or goes through probate, where creditors have 3 monthsIC 29-1-14-1Verified Sep 8, 2026View source to file claims after notice.
Certified copies come from the Indiana Department of Health - Division of Vital RecordsIndiana Department of Health - Division of Vital RecordsVerified Oct 15, 2026View source; the funeral home usually places the first order. The first certified copy costs $8Indiana Department of Health - Division of Vital RecordsVerified Oct 15, 2026View source and each additional copy ordered with it $4Indiana Department of Health - Division of Vital RecordsVerified Oct 15, 2026View source; standard processing takes 60 daysIndiana Department of Health - Division of Vital RecordsVerified Oct 15, 2026View source. Banks, insurers, government agencies and retirement plans each want a certified copy, so the first order is for several. The Indiana death certificate guide carries the ordering details.
Indiana sets an order for who controls the disposition of remains: surviving spouse, then surviving adult child, or a majority of the surviving adult children, then surviving parent or parentsIC 29-2-19-17Verified Oct 17, 2026View source. The state allows you to name your own agent in advanceIC 29-2-19Verified Oct 17, 2026View source, and a written designation outranks the default order. The Indiana burial and cremation law guide carries the rest of the rules.
Only for what the decedent owned alone with no beneficiary named. Assets in a living trust, accounts with a named beneficiary and property owned jointly with right of survivorship pass outside probate. For the rest, Indiana allows estates valued at $100,000IC 29-1-8-1Verified Sep 8, 2026View source or less to use the Small Estate AffidavitIC 29-1-8-1Verified Sep 8, 2026View source, which avoids full probate administration. The Small Estate Affidavit is presented directly to the bank, employer, or other holder of the property — it is not filed with a court. The waiting period is 45 daysIC 29-1-8-1Verified Sep 8, 2026View source after death.
The opening petition is prepared to statute and filed with the Circuit or Superior CourtIC 29-1-7 (probate of wills & issuance of letters; petition contents IC 29-1-7-5); IC 29-1-10 (appointment & qualification of personal representatives); IC 29-1-7.5 (unsupervised administration)Verified Aug 24, 2026View source. Clerk of the court issues Letters Testamentary or Letters of Administration after the court grants the petition. The Indiana Letters Testamentary guide carries the documents, the bond and the self-filing rules.
A simple estate in Indiana typically settles in 6 months to 9 months, and an average estate in 9 months to 15 months. The creditor claim period of 3 monthsIC 29-1-14-1Verified Sep 8, 2026View source is the floor: final distribution waits for it to run. Assets in a living trust settle privately, without the court's timeline.
Is this your situation?
Get a complete guide for your specific circumstances.
Free forms for settling an estate in Indiana: the probate petition, small estate affidavit, notice to creditors, inventory, and closing forms.
Free
Affidavit of Death
In Indiana, a surviving joint owner records the “Affidavit concerning the death of a party named in an instrument affecting real propertyIC 36-2-11-19(a)(1)Verified Oct 26, 2026View source”; a transfer on death deed beneficiary records the “Affidavit filed by the transfer on death deed beneficiary on the death of the ownerIC 32-17-14-26(b)(20)Verified Oct 26, 2026View source”.
Get Started
Free
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.
Get Started
Free
Digital Assets Recovery Letter
Prepare a letter requesting a deceased person's online accounts, points, and balances from the program that holds them.
Get Started
Free
Notice to Creditors
In Indiana, the notice to creditors is published for 2IC 29-1-14-1, 29-1-7-7, 29-1-14-9, 29-1-14-10Verified Oct 18, 2026View source weeks in a local newspaper, and creditors have 3 monthsIC 29-1-14-1Verified Sep 8, 2026View source from first publication to present claims.
Get Started
Free
Renunciation of Executor
In Indiana, a person named as personal representative may renounce the right to serveInd. Code § 29-1-10-2Verified Sep 23, 2026View source before anyone is appointed.
Get Started
Free
Affidavit of Heirship
In Indiana, heirs put their identity on the land records with an affidavit of heirship recorded with the countyIC 29-1-7-23; IC 29-1-8-1(c); IC 29-1-6-6Verified Sep 24, 2026View source; once recorded it is prima facie evidence of the facts stated.
Get Started
Free
Small Estate Affidavit
In Indiana, the Small Estate AffidavitIC 29-1-8-1Verified Sep 8, 2026View source covers estates valued at $100,000IC 29-1-8-1Verified Sep 8, 2026View source or less, 45 daysIC 29-1-8-1Verified Sep 8, 2026View source after death, presented directly to the bank or other holder, not filed with a court.
Get Started
Free
Estate Inventory
In Indiana, the personal representative files the estate inventory within 60 daysIC 29-1-12-1, IC 29-1-7.5-3.2Verified Sep 15, 2026View source of appointment.
Free tools for settling an estate in Indiana: whether probate is needed, executor and trustee pay, creditor deadlines, and inheritance taxes.
How Many Death Certificates Do I Need?
In Indiana, certified death certificates come from the Indiana Department of Health - Division of Vital RecordsIndiana Department of Health - Division of Vital RecordsVerified Oct 15, 2026View source; the first copy costs $8Indiana Department of Health - Division of Vital RecordsVerified Oct 15, 2026View source, additional copies $4Indiana Department of Health - Division of Vital RecordsVerified Oct 15, 2026View source each.
Calculate the Amount
Do I Need Probate?
In Indiana, estates valued at $100,000IC 29-1-8-1Verified Sep 8, 2026View source or less skip probate with the Small Estate AffidavitIC 29-1-8-1Verified Sep 8, 2026View source,45 daysIC 29-1-8-1Verified Sep 8, 2026View source after death.
Get the Answer
What Happens to Jointly Owned Property When an Owner Dies?
When a joint owner dies in Indiana, what the survivor records is the “Affidavit concerning the death of a party named in an instrument affecting real propertyIC 36-2-11-19(a)(1)Verified Oct 26, 2026View source”.
Check the Rules
Do I Have to File Tax Returns for Someone Who Died?
Indiana requires a final state income tax return for the decedent alongside the federal Form 1040IC 6-3-2-1(b)(7) (as amended by P.L.80-2025 / SEA 451 (2025))Verified Sep 20, 2026View source; a federal estate tax return (Form 706) is required only for estates above $15,000,00026 USC 2001(c), 2010; P.L. 119-21 §70106Verified Sep 15, 2026View source.
Get the Answer
How Do I Settle an Estate?
Settling an estate in Indiana: the personal representative files the estate inventory within 60 daysIC 29-1-12-1, IC 29-1-7.5-3.2Verified Sep 15, 2026View source of appointment; creditors have 3 monthsIC 29-1-14-1, 29-1-7-7, 29-1-14-9, 29-1-14-10Verified Oct 18, 2026View source to present claims; a simple estate closes in 6 months to 9 months.
See the Steps
How Much Are Estate & Inheritance Taxes?
Indiana levies no estate or inheritance taxNo state estate, inheritance, or generation skipping tax. HEA 1001 (2013) (P.L.205-2013) repealed all three, eff. Jan. 1, 2013 (inheritance tax repeal applies to deaths after Dec. 31, 2012) — IC 6-4.1-12-0.5; IC 6-4.1-11 (estate tax) and IC 6-4.1-11.5 (GST) repealed; Ind. DOR Departmental Notice #44 (Sept. 2023)Verified Sep 15, 2026View source; only the federal estate tax applies above $15,000,00026 USC 2001(c), 2010; P.L. 119-21 §70106Verified Sep 15, 2026View source.
Calculate the Tax
What Taxes Apply to My Inheritance?
Indiana imposes no inheritance or estate taxNo state estate, inheritance, or generation skipping tax. HEA 1001 (2013) (P.L.205-2013) repealed all three, eff. Jan. 1, 2013 (inheritance tax repeal applies to deaths after Dec. 31, 2012) — IC 6-4.1-12-0.5; IC 6-4.1-11 (estate tax) and IC 6-4.1-11.5 (GST) repealed; Ind. DOR Departmental Notice #44 (Sept. 2023)Verified Sep 15, 2026View source; probate assets arrive when the estate closes, 6 months to 9 months for a simple estate.
Indiana Executor ChecklistIC 29-1-8-1 / IC 29-1-8-3 (small estate & summary distribution), IC 29-1-7-7 (publication), IC 29-1-10-13 (fees), IC 29-1-11-1 / IC 29-1-7.5-2.5 (bond), IC 29-1-14-1 (creditor claims), IC 29-1-7.5-1/-2/-3 (unsupervised admin), IC 29-1-7-13 (court grants letters), IC 29-1-12-1 (appraisers), IC 33-37-4-7 (court fees)Verified Sep 8, 2026View source
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
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.
Indiana: State law sets the order of who controls disposition of remains. Order: Person granted authority in a funeral planning declaration, or named in the U.S. Department of Defense "Record of Emergency Data" DD Form 93 if the decedent died while serving in the Armed Forces (IC 29-2-19-17(1)); then Individual granted authority in a power of attorney or health care power of attorney, or a health care representative (IC 29-2-19-17(2)); then Surviving spouse (IC 29-2-19-17); 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.
Indiana: Cremation has a 48-hour waiting period. A burial or disposition permit is required, issued by the local health officer of the county where the death occurred (IC 16-37-3-10). The death certificate must be filed within 5 days. Indiana files death certificates through its electronic death registration system in 5-day steps: when the funeral director starts the record, it goes to the attending physician, physician assistant or advanced practice registered nurse within 5 days of the death, the clinician certifies the cause within 5 days, and the local health officer reports to the state within 5 days (IC 16-37-1-3.1(e)). Typical state costs: direct cremation ~$1,400, direct burial ~$3,000, traditional funeral ~$7,500.
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.
Indiana: Order from Indiana Department of Health - Division of Vital Records. Fee: $8/copy ($4 additional). Available: online, phone, mail, in-person. Processing: 60 days.
Change locks if necessary, ensure the home is secured, and safeguard valuable items. Review who has keys and whether security measures are needed.
Indiana: Homestead exemption up to $22,750.IC 34-55-10-2(c)(1); 750 IAC 1-1-1(d)Verified Sep 15, 2026View source
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.
Indiana: Small estate affidavit available for estates under $100,000. Independent administration reduces court oversight.IC 29-1-8-1 / IC 29-1-8-3 (small estate & summary distribution), IC 29-1-7-7 (publication), IC 29-1-10-13 (fees), IC 29-1-11-1 / IC 29-1-7.5-2.5 (bond), IC 29-1-14-1 (creditor claims), IC 29-1-7.5-1/-2/-3 (unsupervised admin), IC 29-1-7-13 (court grants letters), IC 29-1-12-1 (appraisers), IC 33-37-4-7 (court fees)Verified Sep 8, 2026View source
Ensure mail is collected regularly to identify bills, accounts, and important correspondence. Forwarding mail to the executor/trustee is common practice.
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: Application for the lump-sum death payment: within 2 years of the date of death. Proof of support for a dependent parent's benefit: within 2 years of the worker's death. The funeral home reports the death.
Cancel Medicare coverage and return the Medicare card. If on Medicaid, notify the state agency to avoid benefit continuation.
Indiana: Medicare: Repayment of a Medicare Secondary Payer demand against the estate: within 60 calendar days of the demand; interest is assessed from the date the demand letter was mailed. Claim for services furnished before death: within 12 months of the date of service. If the deceased received Medicaid, Indiana's estate recovery program (Indiana Family and Social Services Administration, Estate Recovery Program) may file a claim against the estate for benefits paid. Exemptions and hardship waivers are state-specific.
If the deceased was a veteran, notify the VA to stop benefits and inquire about burial benefits and survivor benefits.
Federal: Timing: DIC or death pension application, for an award effective from the month of death: within 1 year of the date of death; Payments start from the filing date instead of the first day of the month of death.. Claim for accrued benefits: within 1 year of the beneficiary's death. Claim for lump-sum accrued benefits withheld from a competent veteran during hospital, institutional or home care: within 5 years of the beneficiary's death. Request to be substituted into the veteran's pending claim or appeal: within 1 year of the date of death. Burial allowance claim for a death that was not service connected: within 2 years of the veteran's burial. Burial allowance claim where VA upgraded the discharge from dishonorable after death: within 2 years of the upgrade.
Contact life insurance companies to file claims. Also notify health, auto, and homeowner insurance to update or cancel policies.
Indiana: Divorce automatically revokes beneficiary designations naming a former spouse on TOD investment accounts, POD bank accounts (IC 29-1-5-8; IC 30-4-2-15; IC 32-17-14-23; IC 32-17-14-2(c); IC 32-17-14-2.5). 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.
Place a deceased alert or credit freeze with Equifax, Experian, and TransUnion to prevent identity theft. Over 2 million deceased identities are stolen annually.
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.
Indiana: Homestead exemption up to $22,750. Indiana 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.IC 34-55-10-2(c)(1); 750 IAC 1-1-1(d)Verified Sep 15, 2026View source
Whoever holds the original will hands it to the probate court, or to the executor it names, within the period state law sets. The will becomes part of the court record whether or not probate is opened.
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.
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.
Indiana: File with the Circuit or Superior Court (probate jurisdiction); St. Joseph County has a dedicated Probate Court. Counties may require additional local forms. Filing fee $177. Independent administration reduces court supervision. Typical duration: 6-18 months.IC 29-1-7 (probate of wills & issuance of letters; petition contents IC 29-1-7-5); IC 29-1-10 (appointment & qualification of personal representatives); IC 29-1-7.5 (unsupervised administration)Verified Aug 24, 2026
Once appointed by the court, obtain letters testamentary (with will) or letters of administration (without will). These prove your authority.
Indiana: Letters Testamentary are issued by the Clerk of the court, after the court grants the petition for probate of will / appointment and the representative qualifies. The state's title for the role is Personal Representative (executor if testate, administrator if intestate). Typically filed with the petition: Original will and any codicils, delivered to the court that has jurisdiction of the administration (IC 29-1-7-3); A certified copy of the death certificate is commonly requested by the court or by asset holders, but it is not an element of the petition under IC 29-1-7-5; Petition for probate of will and issuance of letters / petition for appointment, with the contents required by IC 29-1-7-5 (decedent, heirs, devisees/legatees, domicile, date of death, and the attorney who is to represent the personal representative); Bond only if the will requires it or the court orders it (IC 29-1-11-1) — not required by default; Notice of administration published after letters issue (IC 29-1-7-7); served on each heir, devisee, legatee, and known creditor named in the petition.IC 29-1-7 (probate of wills & issuance of letters; petition contents IC 29-1-7-5); IC 29-1-10 (appointment & qualification of personal representatives); IC 29-1-7.5 (unsupervised administration)Verified Aug 24, 2026
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.
Indiana: Bond generally not required. Typical premium: 0.5% of estate value.IC 29-1-11-1 (supervised); IC 29-1-7.5-2.5 (unsupervised: no bond by default)Verified Sep 8, 2026View source
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.
Indiana: Attorney fees typically 1.8-2.8% of estate.IC 29-1-10-13 (reasonable compensation; no statutory percentage)Verified Sep 8, 2026View source
Publish a notice in a local newspaper to alert potential creditors. This starts the creditor claim period running.
Direct notice to known creditors due 30 days after first publication of the creditor noticeIC 29-1-14-1, 29-1-7-7, 29-1-14-9, 29-1-14-10Verified Oct 18, 2026View source
Indiana: Indiana requires publication for 2 consecutive weeks. Typical cost: $100. The court or clerk arranges the newspaper publication after appointment; the executor does not place the notice directly. Creditors have 3 months from first publication to file claims. Known creditors must receive direct mailed notice within 30 days of first publication. Proof of publication must be filed with the court.IC 29-1-14-1, 29-1-7-7, 29-1-14-9, 29-1-14-10Verified Oct 18, 2026View source
Identify email accounts, social media, online banking, cryptocurrency, and other digital assets. Note any password managers used.
Indiana: Indiana 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.IC 32-39-2-1, IC 32-39-2-2 (RUFADAA)Verified Sep 15, 2026View source
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.
Indiana: Search Office of the Indiana Attorney General, Unclaimed Property Division for forgotten accounts, refunds, and uncashed checks owed to the deceased.
Contact retirement account custodians about beneficiary claims. IRAs and 401(k)s typically pass by beneficiary designation, not through the estate.
Indiana: Divorce automatically revokes beneficiary designations naming a former spouse on TOD investment accounts, POD bank accounts (IC 29-1-5-8; IC 30-4-2-15; IC 32-17-14-23; IC 32-17-14-2(c); IC 32-17-14-2.5). 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.
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.
Inventory due 60 days after appointment as personal representativeIC 29-1-12-1, IC 29-1-7.5-3.2Verified Sep 15, 2026View source
Indiana: Inventory due within 60 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.IC 29-1-12-1, IC 29-1-7.5-3.2Verified Sep 15, 2026View source
Review claims submitted by creditors. Reject invalid claims and pay valid debts from estate/trust assets.
Indiana: If the estate cannot pay every claim, payment order: Costs and expenses of administration (excluding funeral, tombstone, and body disposition); then Reasonable funeral expenses, tombstone, and expenses for disposition of body (where the decedent received public assistance, the amount with priority over a public-assistance recovery claim is limited by IC 12-14-6, IC 12-14-17, and IC 12-14-21); then Survivor's allowance under IC 29-1-4-1 ($25,000 to the surviving spouse, or if none, to children under 18); then remaining claims in statutory order.IC 29-1-14-1, 29-1-7-7, 29-1-14-9, 29-1-14-10Verified Oct 18, 2026View source
Do not make final distributions until the creditor claim period has expired. This protects you from personal liability.
Creditor claim period: 3 months from first publication of the creditor noticeIC 29-1-14-1, 29-1-7-7, 29-1-14-9, 29-1-14-10Verified Oct 18, 2026View source
Indiana: Creditor claim period is 3 months from first publication. All claims are barred 9 months after death regardless of notice.IC 29-1-14-1, 29-1-7-7, 29-1-14-9, 29-1-14-10Verified Oct 18, 2026View source
Transfer ownership of vehicles to beneficiaries or the estate. Contact the state DMV with a death certificate and title documents.
Indiana: Indiana titles can carry a Transfer on death beneficiary designation (IC 9-17-3-9 (Transfer on death conveyance; requirements — vehicle-specific); IC 32-17-14 (Transfer on Death Property Act), applied to vehicles by IC 32-17-14-2(e) "Subject to IC 9-17-3-9(g)"). 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 Indiana Bureau of Motor Vehicles (BMV).
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.
IRS Form 1040 due April 15 following year of death26 USC 6012(b)(1)
Indiana: File IT-40 for January 1 through date of death. Due April 15 following year of death (Form IT-9 extends the filing date to mid-November). Filed by the executor, administrator, or surviving spouse. Filing threshold for a decedent: gross income over $1,000 (under 65) or over $2,000 (65 or older) — IT-40 Booklet, "Deceased Taxpayers."IC 6-3-4-1; IC 6-3-1-12; IC 6-4.1-8-0.5; IC 6-4.1-12-0.5Verified Sep 10, 2026View source
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.
Indiana: File IT-41 for estate/trust income. Required when Gross income exceeding the IRC § 6012(a)(3) amount (currently $600) — IC 6-3-4-1(4); IT-41 Booklet. Due 15th day of the 4th month after the close of the taxable year (April 15 for a calendar-year estate); a federal extension is honored, and Indiana allows the federal time plus one month. An estate is an Indiana resident estate if the decedent was domiciled in Indiana (IC 6-3-1-12). Payments via INTIME.IC 6-3-4-1; IC 6-3-1-12; IC 6-4.1-8-0.5; IC 6-4.1-12-0.5Verified Sep 10, 2026View source
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.
IRS Form 706 due 9 months after date of death (6-month extension available) if required26 USC 6018; 26 USC 6075(a)
Indiana: No state estate or inheritance tax. Only federal Form 706 applies if estate exceeds the federal exemption ($15,000,000).26 USC 2001(c), 2010; P.L. 119-21 §70106Verified Sep 15, 2026View source
Some states require tax clearance or closing letters before final distribution. Distributing without clearance can create personal liability for the executor or trustee.
Indiana: No tax clearance or consent to transfer is required to distribute an estate. Indiana's inheritance tax lien and consent-to-transfer chapter does not apply to deaths after December 31, 2012 (IC 6-4.1-8-0.5), and the inheritance, estate, and generation skipping taxes are repealed.IC 6-3-4-1; IC 6-3-1-12; IC 6-4.1-8-0.5; IC 6-4.1-12-0.5Verified Sep 10, 2026View source
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.
Indiana: 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.IC 29-1-10-13 (reasonable compensation; no statutory percentage)Verified Sep 8, 2026View source
Keep copies of all documents, accountings, receipts, and tax returns. Most professionals recommend keeping records for 7-10 years.
General information about settling an estate, not legal advice. Requirements vary by state and circumstance. Consult a licensed attorney for legal questions. Data verified Sep 15, 2026
