Thursday, July 29, 2021

Probate Smart Forms

Related Information

Browser Compatibility (PDF Forms Only)

All the PDF Forms on this page have been tested with the following browsers:

Microsoft Internet Explorer (Document loads on new browser tab)
Google Chrome (Open downloaded PDF with Adobe Reader)

When accessing a PDF version of the forms in this page, it is recommended to use Microsoft Internet Explorer so forms automatically open on a new browser tab (no additional configuration needed).

When using Google Chrome, you will need to follow the steps below before accessing the forms:

Make sure you have the Adobe Reader installed on your computer.
Navigate to chrome://settings/content/pdfDocuments on a new Google Chrome tab.
Check the "Download PDF files instead of automatically opening them in Chrome" option.
Restart Chrome.
When accessing a Probate PDF form in Chrome, the PDF file will be downloaded and can then be opened in Adobe Reader (Required).

Adobe Version Compatibility: To properly render these forms, please use one of the following:

Adobe Reader (version 10 or greater)
Adobe Acrobat (version 10 or greater)

Older versions of Adobe Reader/Acrobat are NOT supported and may lead to inaccurate display of the content.

Get the latest version of Adobe Reader here

All documents posted below in PDF format must be filed with the court in PDF format.

Acceptance Forms

Form Title	PDF	Word
A1 - Depository Acceptance Asset Receipt	open
A2 - Depository Acceptance Asset Receipt (with investment powers)	open
A3 - Depository with Investment Powers Order		open
A4 - Petition for Depository with Investment Powers	open
A5 - Order Designating Restricted Depository (no investment powers)		open
A7 - Brokerage Depository Acceptance Asset Receipt	open
A8 - Depository Acceptance Certification (Receipt of Assets Forthcoming)	open
A9 - Depository Receipt of Assets	open
A10 - Order Waiving Depository Requirements for Social Security Benefits		open

Curator Forms

Form Title	PDF	Word	Web
C3 - Order Appointing Curator		open
C4 - Letters of Curatorship		open

Cuban Heirs Forms

Form Title	PDF	Word
CUB1 - Depository's Receipt of Assets Under Federal Regulations	open
CUB2 - Order Appointing Guardian Ad Litem, Attorney Ad Litem and Administrator Ad Litem		open
CUB3 - Affidavit of	open

Estate Forms

Form Title	PDF	Word
E1 - Order Admitting Will to Probate (Summary Administration: Self-proved or Oath of Attesting Witness)		open
E2 - Order Admitting Will to Probate and Appointing Personal Representative(s) (Single/Multiple: Self-proved or Oath of Attesting Witness)		open
E3 - Order Appointing Personal Representative (Intestate – Single/Multiple Personal Representative(s))		open
E3-A - Order Appointing Personal Representative(s) - Intestate-Bond		open
E3-B - Order Admitting Will & Appointing Personal Representative – Bond		open
E4 - Letters of Administration (Single/Multiple Personal Representative(s))		open
E4-A - Letters of Administration - Bond		open
E5 - Order Designating Restricted Depository for Assets		open
E6 - Order to Open Safe Deposit Box		open
E7 – Affidavit of Heirs	open
E8 - Order of Discharge		open
E9 - Ancillary Letters of Administration		open
E10 - Order Appointing Personal Representative of Nonresident		open
E11 - Order Admitting Will of Nonresident to Probate and Appointing Personal Representative		open
Estate Inventory	open

Guardianship Forms

Form Title	PDF	Word	Web
G1 - Order Appointing Plenary Guardian of Person and Property (Incapacitated Person - No Known Advance Directive)		open
G2 - Letters of Plenary Guardianship of the Person and Property		open
G3 - Letters of Guardianship of the Property of Minor		open
G4 - Letters of Guardianship of the Person of Minor		open
G5 - Order Designating Depository for Assets		open
G6 - Order Appointing Guardian (or Co-Guardians) of Property of Minor		open
G7 -Letters of Plenary Guardianship (or Co-Guardianship) of the Property		open
G9 - Petition for Emergency Temporary Guardian	open
G10 - Order Appointing Emergency Temporary Guardian		open
G11 - Letters of Emergency Temporary Guardianship		open
G12 - Letters of Limited Guardianship (Person & Prop, no advanced directive)		open
G13 - Order Appointing Limited Guardian of Person & Property		open
G15 - Order Discharging Guardian		open
G16 - Order Appointing Guardian of Person of the Minor		open
Initial Guardianship Inventory	open
Initial Guardianship Plan			open
Annual Memorandum To The Clerk of the Court	open
Simplified Annual Guardianship Accounting	open
Annual Guardianship Accounting			open
Annual Guardianship Plan			open
Annual Guardianship Physician's Report	open
Application for Appointment as Guardian	open
Professional Guardianship Checklist - Additional Appointments	open

Protection Against Exploitation of Vulnerable Adult

Form Title	PDF	Word	Web
Protective Injunction Petition		open
Final Injunction Order		open
Temporary Ex Parte Injunction Order		open

Wrongful Death Forms

Form Title	PDF	Word	Web
WD1 - Order Appointing Personal Representative (Wrongful Death with Surviving Minors)		open
WD2 - Letters of Administration (Wrongful Death with Surviving Minors)		open
WD3 - Order Appointing Personal Representative (Wrongful Death)		open
WD4 - Letters of Administration (Wrongful Death)		open

Fees: Attorney/Guardian

Form Title	PDF	Word
Z1 - Atty Fee Put Something Back Petition	open
Z2 - Put Something Back Order		open
Z3 - Petition to Pay Guardian	open
Z4 - Order Paying Guardian		open
Z5 - Petition to Pay Attorney Fee and Expenses	open
Z5a - Waiver of Notice and Consent to Petition for Order Authorizing Payment of Attorney's Fees and Expenses	open
Z6 - Order Paying Attorney Fees		open

Other Forms

Form Title	PDF	Word
Notice of Related Probate Cases	open
O1 - Contempt and Sentencing Order		open
O2 - Order of Referral to Mediation		open
O3 - Order Setting Cause for Non-Jury Trial and Pretrial Instructions		open