What Do I Do When Someone Dies in Vermont?
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.
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 Vermont Department of Health - Vital Records Office. Fee: $10/copy. Available: online, mail, in-person. Processing: 5-7 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: Individual appointed under chapter 231 (advance directives) of Title 18; then Surviving spouse; then Sole surviving child or majority of surviving children (minor's interest effected by Probate Court guardian); 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 $45,000.
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: 700-00001 (Petition to Open Decedent's Estate). File with the Vermont Superior Court, Probate Division. Filing fees vary by estate value. Typical duration: 9-15 months.
Once appointed by the court, obtain letters testamentary (with will) or letters of administration (without will). These prove your authority. Certificate of Appointment are issued by the Probate Division of the Superior Court (court issues the appointment/letters after allowing the will or approving the petition). The state's title for the role is Executor (with a will) or Administrator (no will / not named). Typically filed with the petition: Entry fee (checks or money orders payable to Vermont Superior Court); Certified copy of the death certificate (plus a certified copy of the death certificate of any heir at law who predeceased the decedent, for the List of Interested Persons); List of Interested Persons for Estates (form 700-00002E); ORIGINAL Will and any codicils (if any); For an ancillary (out-of-state) estate: authenticated copy of the will and probate from the decedent’s primary estate; Consent of surviving spouse and all heirs at law (14 V.S.A. § 107(a)) — allows the will to be allowed without a hearing; otherwise the court schedules a hearing with notice; Notice of Appearance - Probate Division (form 700-00148); Certificate of Service - Probate (form 700-00008); If there is a surviving spouse: Notice of Rights of Surviving Spouse (form 700-00047) and Notice of Elections and/or Waivers by Surviving Spouse (form 700-00049), served with a Certificate of Service (700-00008); Estate Administration Bond (form 700-00020), filed before the court issues letters (14 V.S.A. § 906); surety may be waived on request via Waiver of Surety on Estate Administration Bond (form 700-00004), at the judge’s discretion; Appointment of Resident Agent (form 700-00026) if the fiduciary is a nonresident (14 V.S.A. § 904(b)).
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Death of a Parent
A step-by-step guide to what happens after a parent dies: the documents to find, the certificates to order, and whether probate is even required.
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Loss of a Spouse
What a surviving spouse needs to do: death certificates, survivor benefits, whether probate is even required, and the tax election that expires.
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Named as Executor
What an executor actually does: getting appointed, notifying creditors, paying debts and taxes, and where personal liability starts.
Learn more
Named as Trustee
Being named trustee means managing trust assets and carrying out the grantor's wishes. Your duties, timeline, compensation, and how to get started.
Learn moreMore tools for handling this estate
Calculators and checklists for executors and trustees.
Petition for Probate and Letters
Prepare the application to open probate and request Letters Testamentary or of Administration.
Notice to Creditors
Prepare the creditor notice for an estate — the official state form or a notice typeset to statute, plus mailed notices for known creditors.
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.
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.
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.
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.
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.
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.
Who Inherits Without a Will?
Find out who inherits your estate and how much they get if you die without a will. Based on your state's intestate succession laws.
What's Fair Trustee Compensation?
Find out what's fair compensation for serving as trustee. Compare family, professional, and corporate trustee rates based on your situation.
How Much Are Estate & Inheritance Taxes?
Calculate federal estate tax, state estate tax (12 states + DC), and inheritance tax (5 states) for an estate or trust.
How Many Death Certificates Do I Need?
Calculate how many certified death certificates you need based on the assets and accounts you need to close. See state-specific ordering information.
Vermont Estate Settlement Resources
In-depth guides covering Vermont probate, estate administration, and settling an estate.
