Massachusetts Probate

Probate involves managing a deceased person's estate. Attorney-drafted templates are quick and straightforward to complete.

intro Probate
Form preview

Massachusetts Small Estate Affidavit for Estates under $25,000

Use this affidavit to settle small estates valued under $25,000 without formal probate, streamlining the process for heirs.

View form

Common Massachusetts Probate documents

  • Will — outlines how a person's assets should be distributed.
  • Petition for Probate — requests the court to validate a will.
  • Letters Testamentary — authorizes an executor to manage the estate.
  • Inventory Form — lists the deceased's assets and their values.
  • Final Accounting Form — provides an overview of estate expenses and distributions.

Similar documents: key differences

  • Will vs. Trust — a will outlines asset distribution after death, while a trust manages assets during life and after.
  • Executor vs. Administrator — an executor is named in a will, an administrator is appointed when there’s no will.
  • Letters Testamentary vs. Letters of Administration — the former is for estates with a will, the latter for those without.
  • Probate vs. Non-Probate — probate involves court oversight, while non-probate transfers occur outside of court.

How to get started

Begin your probate process with these easy steps.

  • Find a template or package that matches your probate needs.
  • Review the description, preview, and signing requirements.
  • Obtain full access through a subscription.
  • Complete the document using the online editor.
  • Export or send the completed document via download, email, or mail.

FAQs

A trust may offer additional benefits, such as avoiding probate.

The state will follow intestate laws to distribute assets, which may not align with your wishes.

Review your estate plan every few years or after major life events.

Beneficiary designations typically override will and trust instructions.

Yes, you can appoint separate agents for financial and healthcare decisions.

Glossary

  • Probate - The legal process for administering a deceased person's estate.
  • Will - A legal document outlining the distribution of assets after death.
  • Trust - An arrangement allowing assets to be managed for beneficiaries.
  • Executor - The person appointed to carry out the terms of a will.
  • Administrator - A person appointed to manage an estate without a will.
  • Letters Testamentary - Court documents granting authority to an executor.
  • Intestate - Dying without a valid will in place.
  • Beneficiary - A person designated to receive assets from a will or trust.
  • Assets - Property or items of value owned by an individual.
  • Estate - All assets and liabilities left by a deceased individual.

Trusted by over 3 million people of the world’s leading companies