what kind of documents are needed during probate?

How can you locate documents needed during probate?
Mick Grant
Mick Grant

Founder and Writer

Probate is a legal process where you can get all the permission to be an official heir from the high court. For every vast and small estates, it is a necessity that the property should be highly secured. Though it is a simple process, you have to arrange all the documents carefully to avoid further complications. And make sure that all the documents are original because anyone can access the probate documents, so the chances of fraud are high. 

Documents required for the probate process:

Locate the Decedent’s will or testament :

The point is to check whether the decedent person already did a will or not. If the will mentioned any name of the beneficiaries, then it is good to go. All the property belongs to those heirs.

Make a list of beneficiaries:  

The first thing you have to do after getting the will is to point out the names of the beneficiaries. Also, phone number, address, and all the personal details of them.

Create a list of the assets:  

The second thing you have to do is make a list of all the estate and properties of the deceased person. Including the personal stuff like jewelry, furniture, bank account details, everything. The necessity is to make a proper distribution of assets to the beneficiaries

Contact a local lawyer: 

The law of the probate process of every state is different. So it is better to take suggestions from a lawyer for your better understanding of this process. Your lawyer explained the detailed name of the documents, if needed.

How to locate probate records digitally.

Some questions are often asked on this topic. One of the questions is how to get access to the details of the probate records of the deceased person. Because probate is a public process, and anyone can get the details of probate records online.  

 If someone filed a will for the probate process, then you can get access to that copy. And after this modern mechanism has come, you can get the free access to locate an expired person’s probate records.

Until you can locate those documents, you can check at least the list of the documents name, list of the beneficiaries and their details, and the name of the judge who leads up to this case.

What to do if you are not in beneficiaries

The process is a little bit complex if your name is not in the will. Firstly, you have to give an application, death certificate of the deceased person, and, most notably, the court’s original will where the deceased person’s estate was located.

As said earlier, you have to make an application. Legally, this application is called a petition. You have to submit that petition along with the documents like a death certificate and a list of family members who can be part of the beneficiaries list. The court gives you some form to fill up with proper data.

Every court has its own rules for the probate process. It requires so for the exact requirements you can contact your lawyer.

Remember one condition if the expired person has estates in various countries then you don’t have to follow all of the country’s rules by separating the probate process; you can arrange all the details in one probate process. 

What kind of documents are required if a will is not made?

When there is no will of the deceased person to name an executor, state law provides a list of eligible people to fill the role. If the probate court proceedings are necessary, the court will select some person based on that list. Many states make the spouse or the living partner the first choice. Children who are closely an adult are usually next on this list, then they are followed by other family members. Suppose you think that you can have rights to become one of the beneficiaries. In that case, you have to explain your reasons to the probate court and also the detailed documents where you can show your relationship with the deceased person. And if any of the beneficiaries have died, then you can give their death certificates too.


Hope you get some information about what kind of documents are needed for the probate process and what kind of documents you have to locate during this process. And one more thing that exactly the detailed list of the papers depends on the deceased person property and in which state they are located. So it’s better to consult with your local lawyer and wait for the hearing of the court.

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