How long does the Probate process take and what are the major steps?
The length of time needed to complete the probate of an estate depends on the size and complexity of the estate and the local rules and schedule of the probate court. If a loved one has recently passed away, the timeline should serve as a general guide in the Probate & Family Courts in Massachusetts. Within one week: Contact any life insurance carriers, and complete whatever forms are required by the individual insurer. Provide whatever documents are needed (most likely a claim form and an original death certificate) to begin the process of claiming the insurance benefit, if any. Begin to gather the following documents: 1. Past 3 years of tax returns; 2. Current year W2’s, 1099’s, and income sources; and 3. Compile a List of debts, bank accounts, etc. and ensure it is complete. Your attorney will assist you with preparing the appropriate court forms, called the “Petition” to begin the process of appointing a representative of the estate. Your attorney will also assist you in providing
