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Friday, March 5, 2021

Probate Smart Forms

Related Information

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

Acceptance Forms

Form Title PDF Word Web
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 Web
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 Web
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 Web
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 Web
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  
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