Heirs determination worksheet 2026

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  1. Click ‘Get Form’ to open the heirs determination worksheet in the editor.
  2. Begin by entering the decedent's information in Section A, including their name, date of death, county of domicile, and address. This establishes the context for the worksheet.
  3. In Section B, provide details about the proposed petitioner. Fill in their name and address accurately to ensure proper identification.
  4. Proceed to list the heirs in Section 3. Start with the surviving spouse's name if applicable. If they have passed away, include their date of death.
  5. Continue filling out information about children, grandchildren, great-grandchildren, and other relatives as prompted. Use separate lines for living and deceased relatives.
  6. Follow the notes provided throughout each section to determine when you can stop filling out additional fields based on living relatives.

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