Case Caption
Court name, county, case number and caption identifying the estate and the petitioner so the filing is docketable and easily referenced in court records.
Filing an Intestate Petition initiates court-supervised administration of a decedent's assets when no will exists. The court appointment creates legal authority to collect assets, pay debts, and transfer property under state intestacy rules, reducing disputes and clarifying title for third parties.
People who may prepare or file an intestate petition include family members, surviving spouses, heirs, and probate attorneys acting on behalf of interested parties.
The specific eligible petitioner is defined by state probate code; consult the local rules if multiple parties claim priority.
An attorney prepares the petition, verifies heirship under state law, drafts required notices, represents the petitioner at hearings, and advises on estate administration steps and deadlines to reduce liability exposure for the estate and administrator.
The petitioner or appointed administrator gathers assets, notifies creditors, prepares inventories, obtains necessary valuations and court approvals, and completes final distribution following court order and applicable intestacy statutes.
Court name, county, case number and caption identifying the estate and the petitioner so the filing is docketable and easily referenced in court records.
Full legal name, date of birth, date of death, last address, and any aliases to assist the court in confirming identity and venue under state probate statutes.
Name, address, relationship to decedent, contact information, and an explanation of the petitioner's priority or interest to establish standing.
A complete list of presumed heirs with addresses and relationship descriptions so the court can direct notice and determine intestacy shares under state law.
Summary of known assets and estimated values, including bank accounts, real property, personal property, and life-insurance proceeds payable to the estate.
Specific orders sought (appointment of administrator, issuance of letters, authority to collect assets, pay debts, and distribute property) framed for the court's adjudication.
| Field | Configuration |
|---|---|
| Signature Field | Allow for in-person or remote signing; include date fields adjacent to signatures |
| Authentication | Use email verification or SMS code; increase strength for sensitive filings |
| Conditional Fields | Reveal heir-specific sections when applicable to reduce errors and clutter |
| Document Format | Use PDF/A for court submission to preserve formatting and metadata |
Courts and clerks may accept e-filed petitions, but rules differ; confirm acceptable formats and signing methods before submitting.
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial | Varies by plan | Varies by plan | Varies by plan | Varies by plan |
| Bulk Send | Yes | Yes | Yes | Yes | Yes |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
Court receives petition, assigns a case number, and schedules initial steps.
Interested parties and creditors are served or given published notice per local rules.
Court considers objections and appoints an administrator if requirements are met.
Administrator inventories assets, pays claims, and seeks court approval for final distribution.
File the petition as soon as reasonably possible after death to secure authority to act.
State statutes set claim periods; commonly a notice period of 30–120 days after publication or service.
Courts set hearing dates; objecting parties must file within local deadlines to preserve rights.
Many jurisdictions require an inventory within 60–120 days of appointment; check local rules.
Final distribution often follows court-ordered accounting and any required waiting period for appeals.
An elderly decedent with modest bank accounts and personal property died without a will.
Multiple relatives claimed priority and brought competing petitions.