Probate Forms in EstateWorks
Although you can have checklists for any jurisdiction and upload custom fillable forms for any state and county, EstateWorks provides curated collections of probate forms for Florida, Massachusetts, Connecticut and New York.
Forms Coverage and Checklist Coverage
The four-state inventory below describes the curated probate forms available in EstateWorks. It does not limit the jurisdictions in which EstateWorks can be used to manage matters, processes and checklists.
Master Checklist Templates can be configured for different matter types and jurisdictions, independently of the availability of curated state forms.
Forms and Document Generation
Curated probate forms are distinct from document generation using your organization’s own letters and document templates. Both can use information maintained within EstateWorks.
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
EstateWorks 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 |