Probate Smart Forms

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

All proposed orders and notices of hearing submitted must include either the docket index number, or the e-filing number, full name, and date of filing for their corresponding petition or motion as marked by the e-filing portal. The petition or motion identifier must appear below the title of the notice or proposed order as required by AO 22-02. Any order or notice submitted after 11/01/2022 without the required petition or motion identifier will be rejected.

Guardianship

  • A1-G - Depository Acceptance Asset Receipt Open Form
  • A2-G - Depository Acceptance Asset Receipt (with investment powers) Open Form
  • A3-G - Order Designating Depository for Assets (with investment powers) Open Form
  • A7-G - Brokerage Depository Acceptance Asset Receipt Open Form
  • A8-G - Depository Acceptance Certification (Receipt of Assets Forthcoming) Open Form
  • A9-G - Depository Receipt of Assets Open Form
  • A10-G - Order Waiving Restricted Depository Requirements for Social Security Benefits Open PDF

Estate

  • A1-E - Depository Acceptance Asset Receipt Open Form
  • A2-E - Depository Acceptance Asset Receipt (with investment powers) Open Form
  • A3-E - Depository with Investment Powers Order Open Word
  • A5-E - Order Designating Restricted Depository (no investment powers) Open Word
  • A8-E - Depository Acceptance Certification (Receipt of Assets Forthcoming) Open Form
  • A9-E - Depository Receipt of Assets Open Form
  • CUB1 - Depository's Receipt of Assets Under Federal Regulations Open PDF
  • CUB2 - Order Appointing Guardian Ad Litem, Attorney Ad Litem and Administrator Ad Litem Open Word
  • CUB3 - Affidavit of Open PDF
  • E1 - Order Admitting Will to Probate (Summary Administration: Self-proved or Oath of Attesting Witness) Open Word
  • E2 - Order Admitting Will to Probate and Appointing Personal Representative(s) (Single/Multiple: Self-proved or Oath of Attesting Witness) Open Word
  • E3 - Order Appointing Personal Representative (Intestate – Single/Multiple Personal Representative(s)) Open Word
  • E3-A - Order Appointing Personal Representative(s) - Intestate-Bond Open Word
  • E3-B - Order Admitting Will & Appointing Personal Representative – Bond Open Word
  • E4 - Letters of Administration (Single/Multiple Personal Representative(s)) Open Word
  • E4-A - Letters of Administration - Bond Open Word
  • E5 - Order Designating Restricted Depository for Assets Open Word
  • E6 - Order to Open Safe Deposit Box Open Word
  • E7 – Affidavit of Heirs Open PDF
  • E - 7SD – Supplemental Affidavit of Heirs Open PDF
  • E8 - Order of Discharge Open Word
  • E9 - Ancillary Letters of Administration Open Word
  • E10 - Order Appointing Personal Representative of Nonresident Open Word
  • E11 - Order Admitting Will of Nonresident to Probate and Appointing Personal Representative Open Word
  • Estate Inventory Open Form
  • G1 - Order Appointing Plenary Guardian of Person and Property (Incapacitated Person - No Known Advance Directive) Open Word
  • G2 - Letters of Plenary Guardianship of the Person and Property Open Word
  • G3 - Letters of Guardianship of the Property of Minor Open Word
  • G4 - Letters of Guardianship of the Person of Minor Open Word
  • G5 - Order Designating Depository for Assets Open Word
  • G6 - Order Appointing Guardian (or Co-Guardians) of Property of Minor Open Word
  • G7 - Letters of Plenary Guardianship (or Co-Guardianship) of the Property Open Word
  • G8 - Affidavit of Kin for Adult Ward Open PDF
  • G10 - Order Appointing Emergency Temporary Guardian Open Word
  • G11 - Letters of Emergency Temporary Guardianship Open Word
  • G12 - Letters of Limited Guardianship of the Person & Property (Incapacitated Person - No Known Advanced Directives) Open Word
  • G13 - Order Appointing Limited Guardian of Person & Property Open Word
  • G15 - Order Discharging Guardian Open Word
  • G16 - Order Appointing Guardian of Person of the Minor Open Word
  • G17 - Affidavit of Kin for Minor Ward Open PDF
  • G18 - Order Appointing Guardian ad Litem Open PDF
  • G19 - Notice of Completion of Guardian Education Requirements Open PDF
  • G20 - Order to Open Safe Deposit Box of Ward Open Word
  • Initial Guardianship Inventory Open Form
  • Initial Guardianship Plan Open Form
  • Annual Memorandum To The Clerk of the Court Open PDF
  • Simplified Annual Guardianship Accounting Open Form
  • Annual Guardianship Accounting Open Form
  • Annual Guardianship Plan Open Form
  • Annual Guardianship Physician's Report Open PDF
  • Application for Appointment as Guardian Open Form
  • GXSD - Supplemental Affidavit of Kin Open PDF
  • Petition for Protective Injunction Against Exploitation of a Vulnerable Adult Open PDF
  • WD1 - Order Appointing Personal Representative (Wrongful Death with Surviving Minors) Open Word
  • WD2 - Letters of Administration (Wrongful Death with Surviving Minors) Open Word
  • WD3 - Order Appointing Personal Representative (Wrongful Death) Open Word
  • WD4 - Letters of Administration (Wrongful Death) Open Word
  • Z1 - Atty Fee Put Something Back Petition Open PDF
  • Z2 - Put Something Back Order Open Word
  • Z3 - Petition to Pay Guardian Open PDF
  • Z4 - Order Paying Guardian Open Word
  • Z5 - Petition to Pay Attorney Fee and Expenses Open Form
  • Z5-G - Waiver and Consent to Petition for Order Authorizing Payment of Guardianship Attorney's Fees and Expenses Open Form
  • Z5-E - Waiver of Notice and Consent to Petition for Order Authorizing Payment of Estate Attorney's Fees and Expenses Open Form
  • Z6 - Order Paying Attorney Fees Open Word

Instructions

  • Summary Administration Instructions (Testate) Open PDF
  • Summary Administration Instructions (Intestate) Open PDF
  • Homestead Determination Instructions Open PDF

Checklists

  • CC-SH1 - Summary Admin Checklist (Intestate) Open PDF
  • CC-SH2 - Summary Admin Checklist (Testate) Open PDF
  • CC-SH3 Homestead Summary Admin Checklist Open PDF

Forms

  • SH-01 - Petition for Summary Administration Intestate Open PDF
  • SH-02 - Order of Summary Administration Intestate Open Word
  • SH-03 - Petition for Summary Administration Testate Open PDF
  • SH-04 - Order of Summary Administration testate Open Word
  • SH-05 - Order Admitting Will to Probate Open Word
  • SH-06 Affidavit of Heirs Open PDF
  • SH-07 Probate Notice of Related Cases Open PDF
  • SH-08 Proof of Will Open PDF
  • SH-09 Oath of Witness to Will Open PDF
  • SH-10 - Formal Notice Open PDF
  • SH-11 Proof of Service of Formal Notice Open PDF
  • SH-12 Joinder Waiver and Consent - with Acknowledgment Open PDF
  • SH-13 - Petition to Determine Homestead (intestate) Open PDF
  • SH-14 - Order Determining Homestead (intestate) Open Word
  • SH-15 - Petition to Determine Homestead (testate) Open PDF
  • SH-16 - Order Determining Homestead (testate) Open Word
  • SH-17 - Joinder Waiver and Consent (Homestead) Open PDF