Utah Probate

Probate documents help manage a deceased person's assets. Our attorney-drafted templates are quick and simple to use.

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Utah Small Estate Heirship Affidavit for Estates under 100,000

Use this affidavit to collect personal property if the estate value is under $100,000 and no probate process is pending.

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Common Utah Probate documents

  • Petition for Probate — initiates the probate process for an estate.
  • Letters Testamentary — authorizes an executor to manage the estate.
  • Notice of Probate — informs interested parties that probate has started.
  • Inventory and Appraisement Forms — lists and assesses the estate's assets.
  • Final Accounting Forms — summarizes financial transactions of the estate.

Similar documents: key differences

  • Executor vs. Administrator — an executor is named in a will, while an administrator is appointed without one.
  • Will vs. Trust — a will outlines asset distribution after death; a trust can manage assets during life.
  • Letters Testamentary vs. Letters of Administration — the former comes from a will; the latter is for intestate situations.
  • Probate vs. Non-Probate Assets — probate assets go through the court process; non-probate assets transfer directly.

How to get started

Begin your probate process with these simple steps.

  • Find a template or package that fits your situation.
  • Review the description, preview, and signing requirements.
  • Get full access with a subscription.
  • Complete it in the online editor.
  • Export or send: download, email, USPS mail, notarize online, or send for e-signature.

FAQs

A trust can offer additional benefits, like avoiding probate, but isn’t necessary.

If no action is taken, the state will manage the estate according to local laws.

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

Beneficiary designations can override your will, so ensure they are current.

Yes, you can designate separate agents for financial and health matters.

Glossary

  • Probate - The legal process of settling a deceased person's estate.
  • Executor - A person appointed to administer a will.
  • Administrator - A person appointed to manage an estate without a will.
  • Will - A legal document stating how a person's assets should be distributed.
  • Trust - An arrangement allowing a third party to hold assets on behalf of beneficiaries.
  • Letters Testamentary - Court-issued documents granting authority to an executor.
  • Intestate - The state of dying without a valid will.
  • Beneficiary - A person designated to receive assets from an estate.
  • Estate - All assets owned by a person at the time of their death.
  • Probate Court - A specialized court that handles probate cases.

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