Waiver of probate form 2026

1. Click ‘Get Form’ to open the waiver of probate form in the editor.
2. Begin by entering the 'STATE OF' and 'COUNTY OF' where the decedent resided at the time of death.
3. Fill in the name of the deceased, their date of death, and their city/town and state of residence.
4. List all heirs, including their names, addresses, relation to the deceased, and current ages in the designated section.
5. Respond to question (2) by selecting 'yes' or 'no'.
6. For question (3), circle either option (a) or (b) as applicable.
7. Provide a breakdown of the total dollar value of deceased assets and debts at the time of death in section (4).
8. In section (5), describe the stock certificate being transferred, including certificate number, number of shares, face value, company name, and registered owner's name.
9. Complete section (6) by indicating 'yes' or 'no'.
10. In section (7a), list all heirs receiving shares along with their tax ID/SSN and specify how many shares each heir will receive.
11. If applicable, fill out section (7b) for lost certificates.
12. Ensure all heirs listed sign the document in section (10) and have it notarized before submission.

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