Get Waiver Of Probate Form

Completing the Waiver Of Probate Form is an essential step when handling an estate that does not require probate. This guide provides clear instructions on filling out this form online, ensuring a smooth process for users.

Follow the steps to fill out the Waiver Of Probate Form online.

1. Click ‘Get Form’ button to access the form and open it for editing.
2. In the 'State Of' section, enter the state where the deceased resided at the time of their passing. Then, in the 'County Of' field, indicate the county of residence.
3. Provide the name of the deceased, their date of death, city or town, and state of residence in the designated areas.
4. List all heirs in the provided section, including their name, address, relationship to the deceased, and current age.
5. Respond to the question labeled (2) by selecting either 'yes' or 'no'.
6. For question (3), circle only one option from (a) or (b) based on the instructions provided.
7. In section (4), detail the total dollar value of the deceased's assets at the time of death, categorizing them by type and cash value, as well as the total debt owed.
8. Describe the stock certificate being transferred under the Waiver of Probate in section (5), including the certificate number, number of shares, face value, and the names as they appear on the certificate.
9. In section (6), answer 'yes' or 'no'.
10. Complete section (7a) by listing the names, addresses, and tax ID or Social Security numbers of all heirs to whom shares will be transferred, specifying the number of shares each heir is to receive.
11. If applicable, fill out section (7b) only if the certificate is lost.
12. Ensure that all heirs listed in section (1) sign the document. Remember that notarization is required for the Waiver of Probate.
13. Submit the Waiver of Probate in duplicate, along with any necessary documentation. If you have lost any certificates, send the form in duplicate along with a check for 3% of the current market value of the stock (minimum $50.00).
14. Finally, ensure that all heirs also sign the stock certificate, stock power, or Request to Transfer Form with names guaranteed by a Medallion Signature.

Start filling out your Waiver Of Probate Form online today!