Quick overview
Probate Process Guide
Use this short guide to understand each milestone in probate and why it matters.
Helpful reminder
Every estate is unique. This guide is designed to give you a friendly, beginner-level overview.
1. Intake and document collection
Gather the core documents that open the estate and confirm who can act on its behalf.
- Collect certified death certificates.
- Locate the original will and related codicils.
- Build a list of key family contacts and beneficiaries.
2. Court validation
The court reviews the will (if present) and formally appoints the personal representative.
- Submit the petition and filing fees.
- Notify interested parties as required.
- Receive letters of appointment or administration.
3. Asset consolidation
Secure, value, and organize estate assets so they can be managed responsibly.
- Identify financial accounts, real estate, and personal property.
- Update insurance and secure physical assets.
- Open an estate account for transactions.
4. Inventory and debts
Document the estate value and resolve creditor claims in the correct order.
- Prepare the formal inventory and appraisal.
- Review creditor notices and verify balances.
- Pay approved expenses, taxes, and debts.
5. Distribution and closure
Finalize distributions, confirm receipts, and close the estate.
- Share a distribution plan with heirs.
- Collect signed receipts or releases.
- File the final accounting and close the case.