Probate Forms (VT)
There are a number of state-specific forms you may need when going through the probate process.
This page lists common VT forms and offers help in locating others – while you are welcome to browse these forms, note that if you are using EstateExec, the estate's Tasks Tab will guide you through the use of relevant forms at the appropriate times.
General VT Forms
In Vermont, the local Probate Division of the County Superior Court handles wills and estate probate, If you are using EstateExec and you enter the decedent's county of legal residence on the Decedent tab, you will see a direct link to the appropriate court here.
Below you will find links that allow you to download and use some of the more common VT probate forms (you may want to check with your local court for form preferences):
- Petition to Open Decedent's Estate (Form 700-00001) - Get the probate process started
- Notice of Appearance (Form 700-00148) - Include with Petition
- Executor's Refusal (Form PE 25) - Include with Petition from anyone else named in the will with equal or higher priority
- Bond Waiver (Form 700-00004) - Attach to Petition if desired and not addressed by will
- List of Interested Persons (Form 700-00002E) - Provide the court with a list of heirs-at-law and devisees
- Certificate of Service (Form 600-00264)Tell the court who you notified
- Estate Administration Bond (Form 700-00020) - Show the court you have obtained any required administration bond
- Appointment of Resident Agent (Form PE 700-00026) - If the executor resides out of state
- Consent (Form 700-00155) - Show the court you have obtained permission from an interested person for a specific action
- Waiver (Form PC 156) - Show the court you have obtained a notice waiver from an inheritor or creditor
- Notice of Elections and Rights in an Intestate Estate (Form PE 48) - Notify spouse of rights if there is no will
- Notify Creditors (Form PE 32) - Notify creditors about the probate
- Inventory Schedule (Form 700-00030) - Tell court about estate contents (consider attaching EstateExec Inventory Report)
- Summary of Account (Form PE 56) - Provide a financial report to the court
- Receipt (Form P 153) - Get receipts from distribution recipients
- Estate Tax Information and Application for Tax Clearance (Form E-2A) - Request clearance letter from VT Dept of Taxes
- Fiduciary's Closing Report (Form 700-00152) - Tell the court you are done in a closing statement
See VT Probate Forms for a more complete list of forms that may be required in certain situations, and see Probating a Vermont Estate by the Vermont Judiciary.
Small VT Estate Forms
Small estates sometimes need only 1 specialized form or affidavit: see Small VT Estates.
Using VT Probate Forms
If you are using a licensed EstateExec estate, information about finding your court will appear here.
As mentioned above, the tasks on the estate's Tasks Tab
will list a series of steps that help you understand which form to use when.
You may also want to see
How to Become Executor for
Additional Information
In case you're interested, probate forms for other states can be found here: