how do i probate a will without a lawyer in indiana

by Prof. Scot Gorczany DVM 4 min read

No, in Indiana, you do not need to notarize your will to make it legal. However, Indiana allows you to make your will " self-proving ." A self-proving will speeds up probate because the court can accept the will without contacting the witnesses who signed it.

Full Answer

What happens when someone dies without a will in Indiana?

In the event that a person dies without a will, the surviving spouse or adult child usually has priority to open a probate case as the administrator. Executors and administrators of an estate can consult a probate attorney if they need legal advice or assistance. How Do Probate Laws Work in Indiana?

When do you need a probate attorney in Indiana?

Executors and administrators of an estate can consult a probate attorney if they need legal advice or assistance. How Do Probate Laws Work in Indiana? Probate is the process by which assets of an individual, known as the decedent, who recently passed away, transfer to the individual’s heirs.

How do I serve as executor of a will in Indiana?

Ind. Code § 29-1-8-1. Probate court proceedings begin when the person named in the will to serve as executor files the will and a document called a "petition for probate" with the probate court, requesting to be officially appointed as executor.

How long does it take to probate a will in Indiana?

Probate gives someone--usually the surviving spouse or other close family member--authority to gather the deceased person's assets, pay debts and taxes, and eventually transfer assets to the people who inherit them. Conducting a probate in Indiana commonly takes six months to a year, depending on the situation.

What is probate in Indiana?

How long does probate take in Indiana?

What happens if a probate court is unsupervised?

What happens when one owner dies?

What is not part of probate?

What is a letter of testamentary in Indiana?

What is an estate in supervised administration?

See more

About this website

image

Do it yourself probate in Indiana?

When Is Probate Required in Indiana?A handwritten will or unclear terms;Beneficiaries or heirs are minors without a guardian or conservator;Supervision of the entire process is necessary via court proceedings;There must be an heirship hearing;Probate assets include real estate and land (real property);More items...

Do you need an attorney for probate in Indiana?

Losing a loved one is one of the most difficult situations that anyone may face. In the State of Indiana, if the responsibility for a family member's estate falls on you after that person's death, contact an Indiana probate attorney at once to advise you regarding the probate process.

Can probate be done by yourself?

Completing a paper probate application form If there's not a will, fill in form PA1A. You can do this yourself or you can call the probate and inheritance tax helpline for help completing the form.

How long do you have to file probate in Indiana?

The timeline for probate to be completed will vary based on the size and complexity of the estate. In general, expect it to take at least six months up to a year before probate is closed and the assets distributed to the heirs.

What is the average cost of probate in Indiana?

2 to 4%The average cost of probate in Indiana is 2 to 4% of the estate.

How much does an estate have to be worth to go to probate Indiana?

$50,000 orAs we mentioned above, Indiana only requires probate of estates worth $50,000 or more. Smaller estates do not require administration. The family or personal representative can pay bills and transfer assets using an affidavit or written statement.

Do I need to apply for probate if there is a will?

If you are named in someone's will as an executor, you may have to apply for probate. This is a legal document which gives you the authority to share out the estate of the person who has died according to the instructions in the will. You do not always need probate to be able to deal with the estate.

Do I need to open a bank account for probate?

If the value of the account is over the threshold, then a grant of probate will be required. In the time between the date of death and the Grant of probate being obtained, the Executor is only able to access funds for funeral payment or payment of any Inheritance Tax bills.

How long do you have to file probate after death?

Is there a deadline to probate an estate? The general rule is that an estate has to be probated within 3 years of when the decedent died.

Does a small estate affidavit need to be filed with the court in Indiana?

You do not have to file this form in court. You can give the form to the person, bank, or company currently holding the assets you have a right to inherit. You'll also have to pay someone else who has rights to the same property what they are owed.

According to Indiana probate law, what are the other requirements for a valid will?

An individual wanting to make a legally binding will must be 18 years of age or older. Indiana requires that a valid will be in writing. You can wr...

According to wills and probate law in Indiana, do I have to leave my property to my spouse or children?

No. There is no law against leaving everything to strangers and leaving out the surviving spouse and other family members in a will. However, it is...

How long do you have to file probate after a person dies, according to the Indiana probate process?

According to federal law, anyone who is in possession of an original signed will of a deceased person must file it at the county courthouse where t...

What do Indiana probate rules require if my family doesn’t want to probate my will?

Within 90 days after your death, a person who has the will must file it with the appropriate probate court, and the court oversees the next steps....

What is probate in Indiana?

Probate is a court-supervised legal process that may be required after someone dies. Probate gives someone--usually the surviving spouse or other close family member--authority to gather the deceased person's assets, pay debts and taxes, and eventually transfer assets to the people who inherit them. Conducting a probate in Indiana commonly takes ...

How long does probate take in Indiana?

Conducting a probate in Indiana commonly takes six months to a year , depending on the situation. It can take longer if there is a court fight over the will (which is rare) or unusual assets or debts that complicate matters.

What happens if a probate court is unsupervised?

If there is a probate court proceeding (unsupervised or supervised), a notice of the proceeding is published in a local newspaper and mailed to all known heirs (people who inherit under state law in the absence of a will) and creditors listed in the petition for probate.

What happens when one owner dies?

When one owner dies, the survivor automatically owns the property. Learn more about avoiding probate with Joint Ownership. Property held in tenancy by the entirety: If the deceased person owned real estate with his or her spouse in tenancy by the entirety, the surviving spouse is automatically the sole owner.

What is not part of probate?

Here are common kinds of property that are NOT part of the probate estate: Property held in joint tenancy: A home, bank account, or other asset held in joint tenancy by more than one person does not go through probate. When one owner dies, the survivor automatically owns the property.

What is a letter of testamentary in Indiana?

Ind. Code § 29-1-21-4. The court issues the executor a document called "letters testamentary," which shows the executor's authority over estate assets.

What is an estate in supervised administration?

In supervised administration, the personal representative must file an inventory of estate assets with the court. The PR must also get court approval before selling real estate, vehicles, securities, or other estate assets.

What Does Probate Involve?

When someone dies, survivors must do certain things such as arranging a funeral or obtaining a death certificate, and figuring out what to do with all the loved one’s belongings, both tangible and intangible, such as bank accounts, mortgages, and more. This is where probate comes in.

How Do Probate Laws Work in Indiana?

Probate is the process by which assets of an individual, known as the decedent, who recently passed away, transfer to the individual’s heirs. As part of this legal process, the probate court will validate the decedent’s last will and testament, distribute assets to the heirs, and settle all debts.

When Is Probate Required in Indiana?

Probate is not always necessary, and this is true whether the decedent died testate or intestate (died with or without a valid will).

How to Start the Probate Process in Indiana?

To begin the probate process, the executor must contact the local court office and file papers, or petitions, and the process may take a matter of weeks or even years, depending on the estate’s magnitude.

How Long Does Probate Take?

Depending on the complexity of the case, the probate timeline may take anywhere from a few months to a year and longer.

How Much Does Probate in Indiana Cost?

Depending on the value of the estate assets, probate can cost anywhere from 3 percent to 8 percent. Probate costs differ by state, and can include:

Frequently Asked Questions

According to Indiana probate law, what are the other requirements for a valid will?

What assets do not have to go through probate in Indiana?

Indiana assets that don’t have to go through probate include: Items owned in joint tenancy (by two or more people), including bank accounts and real estate. Community property with right of survivorship. Beneficiary designations on life insurance or retirement accounts. Payable-on-death bank and brokerage accounts.

How much is a small estate in Indiana?

In some states, the small estate value is as little as $15,000. In others, it may be up to $100,000. Ultimately, the total value of the estate ...

What is an affidavit for a person who inherited property?

An affidavit is a sworn statement signed by the inheritor and a notary. Basically, all it has to say is that the heir or beneficiary is the person meant to inherit the asset and that there will be no probate proceedings due to small estate rules. The inheritor then presents the affidavit to whoever has custody of the property in order to claim the asset.

What is the gross value of a small estate?

If the gross value is below $50,000, all you have to do as executor is to file some forms and wait a specified length of time. (This total value does not include liens or encumbrances). Once you’ve made a list of assets of items that will pass to heirs or beneficiaries according to the will or state intestacy laws, you can proceed.

How to determine if a will is valid?

It doesn’t really matter whether the deceased left a will or not. Even if the deceased left a valid will, the estate may have to go to probate anyway. Reasons for this include the need to halt the proceedings so that: 1 A judge can determine if the will is valid. 2 The court can identify and appraise the properties. 3 All creditors and taxes are paid. 4 All relevant people receive proper notification.

What is summary probate?

Summary probate requires you to fill out a few fill-in-the-blanks forms you can get from the court. Just file them, show the court you’ve paid all relevant taxes and debts, and you can close the estate, immediately disbursing the assets to the heirs and beneficiaries (per IC 29-1-8-3).

Do small estates need probate in Indiana?

However, in the state of Indiana, estates that fall under a certain value level are defined as “small estates” and may not require probate at all.

When is Probate Necessary?

In Indiana, only a deceased person’s assets (owned solely in his or her name) need to pass through probate. These assets are known as the “probate estate.”

When Necessary, How Does Probate Work in Indiana?

Probate proceedings are conducted in the Indiana county where the decedent lived or owned property (if they were not an Indiana resident). The named person files the will and a Petition for Probate to be officially appointed executor.

The Indiana Probate Court Process

The estate’s personal representative can request the estate to be administered with or without supervision by the court. Unsupervised probate is most common, with the personal rep having the authority to close out the estate without court approval.

What is intestacy law?

A will is a legal document that expresses the intent of a person for all of his or her assets and affairs after his or her death. For a will to be valid, the testator must be at least eighteen (18) years of age, the will must be written, signed by the testator while of sound mind and witnessed by two disinterested persons.

Is a will necessary in Indiana?

No. Indiana has enacted a specific Chapter in its probate code to deal with intestate succession.

What is the intestacy law in Indiana?

Intestacy law sets forth who may take as a distributee under an intestate decedent’s estate.

Who becomes executor if there is no will in Indiana?

As mentioned in the section above, some estates can “dispense with administration” by an executor appointed by the court if they qualify as a “small estate.” IC 29-1-8 et seq. A small estate is one in which the value of the gross estate, less liens and encumbrances, does not exceed $50,000 and there is no real property that needs to be transferred.

Who gets inheritance if there is no will in Indiana?

The order of distributees in intestate succession can get complicated. A generalized order, without extending beyond what most people would consider the immediate family, is:

What is next of kin order in Indiana?

The order of distribution is first to be as set out in the preceding section. If there is no surviving spouse, children, children of children, or parents property will pass to brothers and sisters, nieces and nephews, grandparents, aunts and uncles, and first cousins in keeping with how closely related they are to the decedent. IC 29-1-2-1

Do I need a lawyer if my family member died without a will?

Not necessarily. There may be some instances in which the decedent’s estate involves assets or issues that require attorney involvement. In other cases, the probate court might order that an experienced probate attorney administer the estate.

What is probate in Indiana?

Probate is a court-supervised legal process that may be required after someone dies. Probate gives someone--usually the surviving spouse or other close family member--authority to gather the deceased person's assets, pay debts and taxes, and eventually transfer assets to the people who inherit them. Conducting a probate in Indiana commonly takes ...

How long does probate take in Indiana?

Conducting a probate in Indiana commonly takes six months to a year , depending on the situation. It can take longer if there is a court fight over the will (which is rare) or unusual assets or debts that complicate matters.

What happens if a probate court is unsupervised?

If there is a probate court proceeding (unsupervised or supervised), a notice of the proceeding is published in a local newspaper and mailed to all known heirs (people who inherit under state law in the absence of a will) and creditors listed in the petition for probate.

What happens when one owner dies?

When one owner dies, the survivor automatically owns the property. Learn more about avoiding probate with Joint Ownership. Property held in tenancy by the entirety: If the deceased person owned real estate with his or her spouse in tenancy by the entirety, the surviving spouse is automatically the sole owner.

What is not part of probate?

Here are common kinds of property that are NOT part of the probate estate: Property held in joint tenancy: A home, bank account, or other asset held in joint tenancy by more than one person does not go through probate. When one owner dies, the survivor automatically owns the property.

What is a letter of testamentary in Indiana?

Ind. Code § 29-1-21-4. The court issues the executor a document called "letters testamentary," which shows the executor's authority over estate assets.

What is an estate in supervised administration?

In supervised administration, the personal representative must file an inventory of estate assets with the court. The PR must also get court approval before selling real estate, vehicles, securities, or other estate assets.

image