Probate and Estate Administration
Follow the practical path from death and court appointment through inventory, claims, taxes, distributions, and closing.
Every guide opens with a simple explanation, then goes deeper into mechanics, tradeoffs, examples, state differences and sources.
Guides in this section
Look up a term-
Start with
What Is Probate?
Probate is the court-supervised process for authenticating a will when required, appointing a personal representative, handling claims, accounting, and transferring probate property.
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Ancillary Probate
Ancillary probate is an additional proceeding that may be required where a decedent owned real estate or other locally governed property outside the primary probate state.
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Closing an Estate
Closing generally occurs after claims, expenses, taxes, distributions, and required accountings are resolved and the court or applicable procedure releases the representative.
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Creditor Claims in an Estate
Estate claim procedures establish how known and unknown creditors receive notice, present claims, and are paid or rejected before beneficiaries receive the remainder.
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Estate Inventory and Accounting
A fiduciary accounting traces starting assets, receipts, gains or losses, expenses, distributions, and property remaining, using the format and valuation rules required by governing law or the court.
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Executor Responsibilities
An executor or personal representative gathers and protects estate property, follows court and notice rules, evaluates claims, keeps records, addresses taxes, and distributes under the will and law.
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Probate Timeline
A typical probate moves from safeguarding property and filing a petition through appointment, notice, inventory, claims, taxes, distribution, accounting, and closing, but local law and estate complexity control timing.
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Small-Estate Procedures
Many states offer an affidavit, summary, simplified, or set-aside procedure for qualifying estates, but eligibility depends on local definitions, waiting periods, asset types, and value calculations.
What happens before, beside and after probate
- The first week after a deathWhat to secure, and who may act, before any court filing.
- Transfers that skip probatePayable-on-death accounts, TOD registrations and deeds.
- The estate-tax return and portabilityWhy an executor may file Form 706 when no tax is due.
- Estimate probate costsAn educational calculator for fees and expenses.