Call to Schedule a Discovery Meeting: (413) 567-5600
ATTORNEY

JOHN L. ROBERTS

Springfield, Massachusetts

Save Time and Money on Probate of A Small Estate

Even if the decedent did no advance estate planning, it may still be possible to avoid Probate. Massachusetts banking laws provide a way for small bank accounts and small accounts in credit unions to be distributed without any need for probate.

If probate is needed for a small estates consisting entirely of personal property, we can use the streamlined Voluntary Administration approach. Real estate cannot be transferred through this procedure; an Informal or Formal Probate is required to transfer title to real estate. Also, the Voluntary Executor or Administrator does not have the ability to start litigation to recover for personal injury or damages; a formal probate is required to start litigation.

 
Mass. Probate Code
Effective April 2012
Total Estate Value
Probate of small estate when there is a will.

§3-1201 - Voluntary Personal Representative
$25,000 + motor vehicle

Probate of small estate when there is no will.

§3-1201 - Voluntary Personal Representative
$25,000 + motor vehicle

Small estates can go through Probate within a few weeks, at lower cost than full probate proceedings.

When Mom dies do I have to be appointed executrix to get her tax refund? Mom and i have joint checking and savings account.

client Resources
  • Transfer Motor Vehicles
    to family Without Probate
  • RMV Forms List
  • Settling the Affairs of a Loved One, and Safeguarding the Estate
  • Funeral Arrangements and Emotional Care for You and Your Family
  • Capacity, Undue Influence and Other Objections to Will Documents
    PDF Checklist Estate Assets Checklist and Certification Form
  • Personal Representative's Duty to Protect Your Loved Ones, and Your Probate Estate
  • Important Reasons to Prepare a Will
  • How An Elder Law Attorney Prepares a Will that Protects Your Interests
  • The Trust & Estate Planning Calculator we create during your Discovery Meeting
  • PDF Checklist Power of Attorney Selection Checklist
  • Six Planning Tools to Consider, if Your Goal is Avoiding Probate.
  • 9 Risks You Must Consider Before Transferring Your House to Joint Ownership or Life Estate with Your Children
  • Probate Court Guardianship: Planning Can Protect Your Rights
  • Probate Court Conservatorship
  • Probate Court Filing Fees in Massachusetts
  • Medicaid & Elder Law Website
  • Home
  • CO$TS OF SERVICES
  • MEET THE ATTORNEY
  • Avoiding Probate
  • Basics: Will, POA Health Proxy
  • Estate Settlement and Probate
  • Estate Tax Prevention Trusts
  • Irrevocable Trusts
  • Real Estate Buy, Sell, Refi
  • Second Marriage Planning
  • Supplemental Needs Trusts
Martindale
Member of the National Academy of Elder Law Attorneys