Free probate templates
Printable checklists and worksheets for the paperwork side of an estate. Each page explains when the template is useful and how to use it, and you can download a copy or print it straight from the page. Free, no account, no email address.
Probate checklist templateYou have just started dealing with an estate and want the whole job on one page.Open templateExecutor duties checklist templateYou have been named as an executor and want to understand what the law expects of you.Open templateEstate asset inventory templateYou are starting the estate valuation and need one master list of assets.Open templateEstate valuation worksheet templateYou have the asset figures and debts and need to work out whether Inheritance Tax is due.Open templateEstate expense tracker templateYou are paying estate costs out of your own pocket and need to reclaim them later.Open templateEstate accounts templateYou have collected in the assets and paid the debts and are ready to distribute.Open templateEstate distribution checklist templateThe grant has arrived, the money is in, and you are about to pay the beneficiaries.Open template