Probate Forms

ProbatePlus provides probate forms for Florida, Massachusetts, Connecticut and New York, pre-filled with information from your matters.

Select a state to browse the available forms.

Florida207 forms

Additional Florida Forms

Form number	Form title
DR-312	Aff. of No FL Estate Tax Due (Optional Notary Block)
DR-313	Aff. of No FL Estate Tax Due (Fed Retn reqd) (Optional Notary Block)
—	Florida Schedule of Creditors

General Probate Related Forms

Form number	Form title
P-1.0100	Petition to Open Safe Deposit Box
P-1.0110	Order to Open Safe Deposit Box
P-1.0300	Caveat by Creditor
P-1.0301	Caveat by Creditor (non-res, FL attorney)
P-1.0305	Caveat By Creditor (resident)
P-1.0310	Caveat by Interested Person
P-1.0311	Caveat by Interested Person (not Creditor - non-resident & FL attorney)
P-1.0315	Caveat By Interested Person (not Creditor - resident)
P-1.0400	Request for Notice and Copies
P-1.0500	Formal Notice
P-1.0501	Formal Notice (adversary)
P-1.0507	Proof of Service of Formal Notice by First Class Mail
P-1.0510	Proof of Formal Notice
P-1.0511	Proof of Formal Notice (adversary)
P-1.0512	Proof of Service - manner of Formal Notice
P-1.0513	Proof of Service - manner of Formal Notice (adversary)
P-1.0520	Notice of Action (formal notice by publication)
P-1.0530	Notice of Hearing
P-1.0531	Notice of Hearing (adversary)
P-1.0600	Consent and Waiver of Notice
P-1.0610	Consent and Waiver of Notice (copy attached)
P-1.0620	Joinder, Waiver and Consent
P-1.0630	Notice of Disqualification of Personal Representative
P-1.0640	Notice of Confidential Information Within Court Filing
P-1.0641	Notice of Confidential Information Within Court Filing (contemporaneous filing)
P-1.0800	Notice of Trust (was P-4.0800)
P-1.0900	Notice of Designation of Email Addresses for Service of Documents
P-1.0910	Statement Regarding Compensation of Personal Representative (will)
P-1.0915	Statement Regarding Compensation of Personal Representative (codicil)
P-1.0920	Disclosure Regarding Attorney Compensation

Forms for Abbreviated Probate Proceedings

Form number	Form title
P-2.0100	Disposition of Personal Property Without Administration (verified statement)
P-2.0204	Petition for Summary Administration (testate, single petitioner)
P-2.0205	Petition for Summary Administration (testate, multiple petitioners)
P-2.0215	Petition for Summary Administration (intestate)
P-2.0220	Petition for Summary Administration (testate nonresident decedent)
P-2.0225	Petition for Summary Administration (intestate nonresident decedent)
P-2.0300	Order of Summary Administration (testate)
P-2.0310	Order of Summary Administration (intestate)
P-2.0320	Order of Summary Administration (testate nonresident decedent)
P-2.0322	Order of Summary Administration (testate nonresident decedent - authenticated)
P-2.0325	Order of Summary Administration (intestate nonresident decedent)
P-2.0355	Notice to Creditors (summary administration)
P-2.0500	Order Admitting Will to Probate and of Summary Administration
P-2.0600	Order Admitting Will to Probate (summary administration)
P-2.0610	Order Admitting Will to Probate (summary administration -- self proved)
P-2.0630	Order Admitting Will of Nonresident to Probate (summary admin, auth. copy of will)
P-2.0650	Order Admitting Will to Probate (summary admin, non-resident, self-proved)
P-2.0800	Petition to Admit Foreign Will to Record
P-2.0810	Order Admitting Foreign Will to Record
P-2.0850	Affidavit to Obtain Bank Property of Deceased Account Holder
P-2.0860	Affidavit of Qualified Custodian of Electronic Will

Opening Formal Administration

Form number	Form title
P-3.0050	Petition to Appoint Curator
P-3.0060	Oath of Personal Representative (trust co, corp, association etc)
P-3.0065	Order Appointing Curator (no bond)
P-3.0070	Order Appointing Curator (bond required)
P-3.0071	Oath of Curator and Designation and Acceptance of Resident Agent
P-3.0075	Letters of Curatorship
P-3.0100	Petition for Administration (testate Florida resident--single petitioner)
P-3.0110	Petition for Administration (testate Florida resident--multiple petitioners, single PR)
P-3.0111	Petition for Administration (testate Florida resident--multiple petitioners and PRs)
P-3.0120	Petition for Administration (intestate Florida resident--single petitioner)
P-3.0130	Petition for Administration (intestate Florida resident--multiple petitioners, single PR)
P-3.0131	Petition for Administration (intestate Florida resident-multiple petitioners and PRs)
P-3.0140	Petition for Administration (testate nonresident-single petitioner)
P-3.0150	Petition for Administration (testate nonresident--multiple petitioners)
P-3.0151	Petition for Administration (testate nonresident--multiple petitioners and PRs)
P-3.0160	Petition for Administration (intestate nonresident--single petitioner)
P-3.0170	Petition for Administration (intestate nonresident--multiple petitioners)
P-3.0171	Petition for Administration (intestate nonresident--multiple petitioners and PRs)
P-3.0190	Waiver of Notice by Domiciliary Personal Representative
P-3.0200	Waiver of Priority, Consent to Appointment of PR, and Waiver of Notice and Bond (single)
P-3.0210	Waiver of Priority, Consent to Appointment of PR, and Waiver of Notice and Bond (multiple)
P-3.0300	Oath of Witness to Will
P-3.0301	Oath of Witness to Will (copy)
P-3.0310	Oath of Witness to Codicil
P-3.0311	Oath of Witness to Codicil (copy)
P-3.0320	Proof of will (witnesses unavailable)
P-3.0330	Proof of Codicil (witnesses unavailable)
P-3.0350	Petition for Appointment of Commissioner
P-3.0355	Order Appointing Commissioner
P-3.0360	Commission to Prove Will
P-3.0400	Order Admitting Will to Probate and Appointing Personal Representative (single)
P-3.0401	Order Admitting Will to Probate and Appointing Personal Representative (corporate)
P-3.0410	Order Admitting Will to Probate and Appointing Personal Representatives (multiple)
P-3.0420	Order Admitting Will to Probate and Appointing Personal Representative (self proved)
P-3.0421	Order Admitting Will to Probate and Appointing Personal Representative (self proved-corp)
P-3.0430	Order Admitting Will to Probate and Appointing Personal Representatives (self proved-mult)
P-3.0440	Order Appointing Personal Representative (intestate--single)
P-3.0441	Order Appointing Personal Representative (intestate-corporate)
P-3.0450	Order Appointing Personal Representatives (intestate--multiple)
P-3.0460	Order Admitting Codicil to Probate
P-3.0470	Order Admitting Codicil to Probate (self proved)
P-3.0478	Order Admitting Will of Nonresident to Probate
P-3.0480	Order Admitting Will of Nonresident to Probate and Appointing Personal Representative
P-3.0481	Order Admitting Will of Nonresident to Probate and Appointing PR (corporate)
P-3.0488	Order Appointing Personal Representatives of Nonresident (intestate multiple PRs)
P-3.0490	Order Appointing Personal Representative of Nonresident (intestate)
P-3.0491	Order Appointing Personal Representative of Nonresident (intestate -- corporate)
P-3.0500	Petition to Waive Bond of Personal Representative
P-3.0510	Waiver of Bond by an Interested Person
P-3.0520	Bond of Personal Representative
P-3.0600	Oath of Personal Representative and Designation and Acceptance of Resident Agent
P-3.0610	Designation of Successor Resident Agent, and Acceptance
P-3.0620	Oath of Corporate Personal Representative
P-3.0700	Letters of Administration (single)
P-3.0710	Letters of Administration (multiple)
P-3.0720	Ancillary Letters of Administration (single)
P-3.0730	Ancillary Letters of Administration (multiple)
P-3.0740	Notice to Creditors
—	Proof of Service of Notice to Creditors & AHCA
P-3.0802	Notice of Administration (testate)
P-3.0804	Notice of Administration (intestate)
P-3.0806	Notice of Administration (curator)
P-3.0810	Waiver of Service of Notice of Administration (testate)
P-3.0811	Receipt of Notice of Administration (testate)
P-3.0820	Waiver of Service of Notice of Administration (intestate)
P-3.0830	Proof of Service of Notice of Administration
P-3.0831	Statement Regarding Creditors (individual)
P-3.0832	Statement Regarding Creditors (corporate)
P-3.0900	Inventory
P-3.0901	Inventory (ancillary)
P-3.0905	Notice to Beneficiaries Regarding Inventory
—	Beneficiary Receipt of Inventory
P-3.0910	Request for Copy of Inventory
P-3.0915	Inventory of Safe Deposit Box
P-3.0920	Proof of Service of Inventory
P-3.0925	Proof of Service of Inventory of Safe Deposit Box
P-3.0930	Petition to Extend Time for Filing Inventory
P-3.0940	Order to Extend Time for Filing Inventory
P-3.0950	Notice of Federal Estate Tax Return Due
P-3.1001	Personal Representative's Proof of Claim (debts paid)
P-3.1002	Personal Representative's Proof of Claim (debts to be paid)
P-3.1010	Statement of Cla
P-3.1020	Objection to Claim
P-3.1021	Objection to Personal Representative's Proof of Claim (to be paid)
P-3.1030	Proof of Service of Objection to Claim —
P-3.1031	Proof of Service of Objection to Claim (By Attorney)
P-3.1033	Notice to Creditor to File Petition for Extension
P-3.1050	Satisfaction and Release of Cla

Special Proceedings

Form number	Form title
P-4.0200	Petition to Determine Exempt Property
P-4.0210	Order Determining Exempt Property
P-4.0220	Order Determining Exempt Property (children of decedent; no surviving spouse)
P-4.0300	Petition for Family Allowance
P-4.0310	Order Authorizing Family Allowance (periodic payments)
P-4.0311	Order Authorizing Family Allowance (lump sum)
P-4.0400	Notice of Personal Representative Taking Possession of Protected Homestead
P-4.0410	Petition to Determine Homestead (intestate - spouse &/or descendants)
P-4.0415	Petition to Determine Homestead Status (intestate - no spouse/descendants)
P-4.0420	Petition to Determine Homestead (testate)
P-4.0430	Election of Surviving Spouse To Take A One-Half Interest In Homestead Property
P-4.0454	Order Determining Homestead Status of Real Property (intestate-spouse-exempt)
P-4.0456	Order Determining Homestead Status of Real Property (intestate-descendants-exempt)
P-4.0457	Order Determining Homestead Status of Real Property (intest-spouse-descend-exempt)
P-4.0458	Order Determining Homestead Status of Real Prop (intestate-heir-no spouse-no desc-exmpt)
P-4.0461	Order Determining Homestead Status of Real Prop (test-spouse-minor child-exempt-election)
P-4.0462	Order Determining Homestead Status of Real Property (testate-spouse-descend-exempt)
P-4.0463	Order Determining Homestead Status of Real Property (test-minor chld-no spouse-exempt)
P-4.0464	Order Determining Homestead Status of Real Property (testate-spouse-exempt)
P-4.0466	Order Determining Homestead Status of Real Property (testate-heirs-exempt)
P-4.0468	Order Determining Homestead Status of Real Property (test-others-not exempt)
P-4.0540	Election to Take Elective Share
P-4.0541	Proof of Service of Election to Take Elective Share
P-4.0545	Notice of Election to Take Elective Share
P-4.0550	Proof of Service of Notice of Election to Take Elective Share
P-4.0555	Order Determining Spouse's Entitlement to Elective Share
P-4.0560	Petition to Determine Amount of Elective Share (Contribution not required)
P-4.0565	Order Determining Amount of Elective Share (Contribution not required)
P-4.0570	Petition to Determine Amount of Elective Share (Contribution required)
P-4.0575	Order Determining Elective Share (Contribution required)
P-4.0600	Declaration that Proceeding is Adversary
P-4.0610	Order that Proceeding is Adversary
P-4.0650	Notice of Civil Action
P-4.0700	Notice of Ancillary Administration
P-4.0820	Petition for Order Designating Depository for Assets
P-4.0830	Acceptance of Designation as Depository and Receipt of Assets
P-4.0835	Acceptance and Certification by Depository
P-4.0840	Order Designating Depository for Assets

Closing Administration

Form number	Form title
P-5.0100	Petition to Extend Time for Filing Final Accounting and Petition for Discharge
P-5.0200	Order Extending Time for Filing Final Accounting and Petition for Discharge
P-5.0300	Notice of Interim Accounting.
P-5.0340	Accounting
P-5.0400	Petition for Discharge (single)
P-5.0401	Petition for Discharge (multiple)
P-5.0410	Notice of Final Accounting and Petition for Discharge
P-5.0411	Proof of Service of Notice of Final Accounting and Petition for Discharge
P-5.0420	Receipt of Petition for Discharge and Accounting and Consent to Distribution
P-5.0500	Waiver of Accounting and Service of Petition for Discharge
P-5.0501	Waiver of Accounting and Service of Petition for Discharge, and Consent to Distribution
P-5.0510	Receipt
P-5.0511	Receipt (with refunding language)
P-5.0520	Waiver of Accounting and Service of Petition for Discharge-Receipt-Consent
P-5.0530	Receipt of Beneficiary and Consent to Discharge
P-5.0550	Petition for Discharge (full waiver - single)
P-5.0551	Petition for Discharge (full waiver - multiple)
P-5.0570	Full Waiver and Receipt and Consent to Discharge
P-5.0600	Personal Representative's Release and Certificate of Distribution of Real Property
P-5.0605	PR's Release and Certificate of Distribution of Real Property (multiple PRs)
P-5.0610	Pr's Release and Certificate of Distribution of Real Property (corporate PR)
P-5.0700	Report of Distribution (single)
P-5.0701	Report of Distribution (multiple)
P-5.0800	Order of Discharge (single)
P-5.0810	Order of Discharge (multiple) 0
P-5.0900	Petition for Further Administration
P-5.0901	Order for Further Administration

Florida County Support

ProbatePlus also provides selected county-specific forms and court filing checklists for Bay, Broward, Clay, Collier, Escambia, Lake, Lee, Manatee, Miami-Dade, Okaloosa, Orange, Palm Beach and Santa Rosa counties.

Massachusetts54 forms

Informal Opening

Form number	Form title
MPC 150	Petition for Informal Probate and/or Appointment of PR
MPC 162	Surviving Spouse, Children, Heirs at Law
MPC 163	Devisees
MPC 455	Assent and Waiver of Notice/Renunciation/Nomination/Waiver of Sureties
MPC 470	Military Affidavit
MPC 550	Notice of Informal Probate and Return of Service
MPC 551	Informal Probate Publication Notice
MPC 750	Order for Informal Probate of Will and/or Appointment of PR
MPC 801	Bond

Formal Opening

Form number	Form title
MPC 160	Petition for Formal Probate, Adjudication of Intestacy, Appointment of PR
MPC 161	Petition for Late & Limited Formal Testacy &/or Appointment
MPC 162	Surviving Spouse, Children, Heirs at Law
MPC 163	Devisees
MPC 280	Petition for Supervised Administration
MPC 455	Assent and Waiver of Notice/Renunciation/Nomination/Waiver of Sureties
MPC 470	Military Affidavit
MPC 560	Citation on Petition For Formal Adjudication (Return of Service)
MPC 561	Citation on Petition for Formal Appointment of Successor Personal Representative
MPC 755	Decree and Order on Petition for Formal Adjudication
MPC 757	Decree & Order On Petition For Late & Limited Formal Testacy &/or Appointment
MPC 801	Bond
CJP9	Public Administration With/Without Sureties

Inventory, Accounting and Closing Forms

Form number	Form title
MPC 754	Order to Render
MPC 790	Decree on Petition for Order of Complete Settlement
MPC 850	Closing Statement
MPC 851	Small Estate Closing Statement
MPC 853	Account
MPC 853a	Account Without Schedules
MPC 854	Inventory
MPC 855	Petition for Order of Complete Settlement
MPC 856	Petition to Render Inventory, Account, Distribution
MPC 857	Petition for Allowance of Account

Miscellaneous Forms

Form number	Form title
MA_CCF	Uniform Counsel Certification
MPC 170	Voluntary Administration Statement
MPC 200	General Probate Petition
MPC 201	General Trust Petition
MPC 210	Petition for Sale of Real Estate
MPC 255	Petition for Informal Appointment of Successor Personal Representative
MPC 261	Personal Representative’s Affidavit of Notice to Creditors of Representation of Insolvency
MPC 264	Resignation of Fiduciary
MPC 265	Petition for Formal Removal of Personal Representative
MPC 270	Petition for Formal Appointment of Successor Personal Representative
MPC 275	Petition for Appointment of Testamentary Trustee
M-2848	Power of Attorney and Declaration of Representative (Estate /PR nominating Attorney)
MPC 295	Petition to Modify Bond
MPC 350	Petition for Appointment of Special Personal Representative
MPC 360	Demand for Sureties
MPC 475	Suspicious Death Affidavit
MPC 480	Affidavit of Witness to Will
MPC 485	Affidavit of Domicile
MPC 490	Affidavit in Support of Release of Demand for Sureties
MPC 505a	Notice of Appearance and/or Objection
MPC 650	Order Appointing Special Personal Representative
MPC 765	Decree and Order for Formal Appointment of Successor Personal Representative
MPC 766	Decree and Order for Formal Removal of Personal Representative
MPC 794	Decree on Petition for Sale of Real Estate
CJP75	Sale of Real Estate Administrator – Executor Debts, Legacies, Charges of Administration
CJP82	Sale of Trust Estate
CJP143	Sale of Real Estate Foreign

Connecticut39 forms

Probate - Initial Forms

Form number	Form title
PC-200	Petition/Administration or Probate of Will
PC-234	Notice to Creditors to Present Claims
PC-237	Return of Claims and List of Notified Creditors
PC-400	Application to Sell or Mortgage Real Property
PC-440	Inventory
PC-480	Probate Bond

Accounting and Closing Forms

Form number	Form title
PC-202	Application and Decree for Support of Allowance
PC-213	Affidavit of Closing of Estate
PC-2407	Inventory/Decedent’s Estates
PC-242	Decedent’s Estate Administration Account (Short Form)
PC-244A	Waiver Of Right To Hearing Re: Financial Report
PC-245	Waiver Of Right To Hearing Re: Account
PC-246	Financial Report Decedent’s Estate
PC-286	Status Update Decedent’s Estate

Miscellaneous

Form number	Form title
PC-151	Certification/Mailing of Document By Party
PC-170A	Report Of Court-Appointed Attorney
PC-170B	Report Of Court-Appointed Guardian Ad Litem
PC-171	Acceptance of Trust
PC-180	Second Sheet
PC-181	General Waiver
PC-183	Appearance of Attorney
PC-201	Petition/Ancillary Probate of Will
PC-203	Petition/Access To Safe Deposit Box To Obtain Will/Cemetery Deed
PC-203A	Petition/Access Jointly-Owned Assets In Safe Deposit Box
PC-204	Application/Declaration of Insolvent Estate
PC-205B	Petition for Certificate Releasing Liens
PC-205S	Petition for Certificate Releasing Connecticut Estate Tax Liens
PC-208	Request/Recording Attachments to Connecticut Estate Tax Return
PC-210	Affidavit in Proof of Will and/or Codicil
PC-211	Affidavit For Filing Will Not Submitted For Probate
PC-212	Affidavit in Lieu of Probate of Will/Administration
PC-212A	Request for Order of Distribution
PC-241	Cover Sheet/Administration Account/Decedent’s Estate
PC-280	Bond Waiver
PC-287	Acknowledgement of Receipt of Specific Bequest
PC-441	Fiduciary’s Periodic Or Final Account/Conservator/Guardian
PC-482	Appointment of Judge of Probate As Agent for Service by Non-Resident Fiduciary
PC-482A	Appointment Of Judge Of Probate As Agent For Service By Att Court Of Probate
PC-2107	Affidavit in Lieu of Admin to Settle Full Estate

New York21 forms

Probate

Form number	Form title
P-1	Petition For Probate
P-2	Application for Preliminary Letters Testamentary
P-3	Affidavit of Attesting Witnesses
P-4	Waiver of Process Consent to Probate
P-5	Citation
P-6	Notice of Probate
P-7	Affidavit of Service of Citation
P-8	Order Dispensing with Testimony of Attesting Witness
P-9	Affidavit Proving Handwriting
P-10	Renunciation of Nominated Executor
P-12	Affidavit of No Debt
P-13	Affidavit of Comparison
SCPA 1405	Application to Dispense with Testimony

Letters of Administration

Form number	Form title
A-1	Petition for Letters of Administration
A-2	Citation
A-3	Notice of Application for Letters of Administration
A-8	Waiver of Citation, Renunciation and Consent to Appointment of Administrator (Individual)
A-9	Waiver of Citation and Consent to Appointment of Administrator (Corporation)

Special Proceedings

Form number	Form title
CTA-1	Petition for Letters of Administration CTA
CTA-2	Citation CTA
CTA-3	Renunciation of Letters of Administration CTA

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