The first weeks

Petition to open probate

If probate is needed, the executor named in the will files a petition with the county probate court. The court reviews the will, appoints an executor or personal representative, and issues Letters Testamentary. This paperwork gives you legal authority to act on the estate's behalf.

What you'll need

The original will
A certified copy of the death certificate
Names and addresses of heirs
A rough estimate of the estate's value

Good to know

Order extra Letters: Ask the court for several certified copies of the Letters Testamentary. Banks, investment firms, and title companies each want their own.

Get help with this

Why we recommend Sunset

Sunset can track down accounts, policies, and benefits in their name, at no charge. EstateExec guides you through the probate steps one at a time.

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Sunset

At no charge, helps families find and transfer life insurance, 401(k)s, bank accounts, and more.

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Someone on our team can talk through this step with you, answer questions, and help you figure out what applies.

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