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Waiver of probate form 2026

The document is a Waiver of Probate / Letter of Indemnity Form designed for Non-Probated Estates. It requires the undersigned to provide details about the deceased, their heirs-at-law, and the estate's status regarding probate. The form includes sections for identifying heirs, confirming their competency, and specifying whether the deceased left a will or not. Additionally, it requests the transfer of securities owned by the deceased to new registrations and outlines requirements for joint accounts or trusts. The document must be signed and notarized.

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Click ‘Get Form’ to open the waiver of probate form in the editor.
Begin by entering the name of the deceased in the designated field. Ensure accuracy as this is crucial for identification.
Fill in the date of death, including day, month, and year, along with the city and state where the deceased last resided.
List all heirs-at-law entitled to share in the estate by providing their names, addresses, relationships to the deceased, and ages. If more space is needed, attach an additional sheet.
Indicate whether there was a will by checking either option (a) or (b) based on your situation.
Complete details regarding any securities owned by the deceased, including security names and number of shares.
Specify how you wish to register these securities under new ownership and select an account type (Individual, Joint, Trust).
Ensure all signatures are collected from heirs-at-law and notarized as required before submission.

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