Massachusetts Probate and Estates

The perfect package if you are frustrated trying to find these forms and then having issues with editing and saving them.

The Probate Law section is designed to give you hundreds of forms necessary to practice Probate Law. Included are official Court forms for Guardianships and Conservatorships, Administration of Estates and much more, all of which are fully editable.

Also included are Wills and Trusts templates, as well as Living Wills and Health Care Proxies with which to help clients plan their estates. There are even Objections for Cause as to the validity of a will.

View Screenshots | View Pricing

Document List

PDFPrintable list (PDF)

Correspondence - General

Letter - General
Letter re Enclosure - Action
Letter re Enclosure - No Action
Letter to Administrator - General
Letter to Administrator re Enclosure - Action
Letter to Administrator re Enclosure - No Action
Letter to Administrator's Attorney - General
Letter to Administrator's Attorney re Enclosure - Action
Letter to Administrator's Attorney re Enclosure - No Action
Letter to Client - General
Letter to Client re Enclosure - Action
Letter to Client re Enclosure - No Action
Letter to Conservator - General
Letter to Conservator re Enclosure - Action
Letter to Conservator re Enclosure - No Action
Letter to Conservator's Attorney - General
Letter to Conservator's Attorney re Enclosure - Action
Letter to Conservator's Attorney re Enclosure - No Action
Letter to Decedent Heir - General
Letter to Decedent Heir re Enclosure - Action
Letter to Decedent Heir re Enclosure - No Action
Letter to Decedent Heir's Attorney - General
Letter to Decedent Heir's Attorney re Enclosure - Action
Letter to Decedent Heir's Attorney re Enclosure - No Action
Letter to Division of Medical Assistance re Enclosure - No Action
Letter to Executor - General
Letter to Executor re Enclosure - Action
Letter to Executor re Enclosure - No Action
Letter to Executor's Attorney - General
Letter to Executor's Attorney re Enclosure - Action
Letter to Executor's Attorney re Enclosure - No Action
Letter to Guardian - General
Letter to Guardian re Enclosure - Action
Letter to Guardian re Enclosure - No Action
Letter to Guardian's Attorney - General
Letter to Guardian's Attorney re Enclosure - Action
Letter to Guardian's Attorney re Enclosure - No Action
Letter to Petitioner - General
Letter to Petitioner re Enclosure - Action
Letter to Petitioner re Enclosure - No Action
Letter to Petitioner's Attorney - General
Letter to Petitioner's Attorney re Enclosure - Action
Letter to Petitioner's Attorney re Enclosure - No Action

Estates

A.C. 021 - General Assent
A.C. 023 - Trusteeship With Sureties
A.C. 024 - Trusteeship Without Sureties
A.C. 031 - New Bond
A.C. 032 - Discharge of Surety on Bond
A.C. 033 - Leave to Bring Suit on Bond
A.C. 037 - Petition for Revocation of Warrant for Appraisal and for New Warrant
A.C. 041 - Petition and Order to Render (Inventory-Account)
A.C. 042 - Representation of Insolvency
A.C. 046 - Insolvency - Examination of Claims by Court
A.C. 046A - Represented Insolvent - Proof of Claim
A.C. 048 - Insolvency - List of Claims
A.C. 050 - Distribution - Intestate Estate
A.C. 052 - Distribution Among a Class Trust Estate
A.C. 053 - Distribution Legacy Among a Class
A.C. 054 - Leave to Deposit - Invest
A.C. 055 - Payment of Deposit
A.C. 056 - Leave to Pay Debts by Special Administrator
A.C. 057 - Leave to Carry on Business
A.C. 058 - Burial Lot-Monument-Perpetual Care
A.C. 059 - Petition to Take Deposition of Witness To Will
A.C. 061 - Probate of Will - Affidavit of Witness
A.C. 064 - Compromise of Controversy Over Will
A.C. 066 - Waiver of Will
A.C. 066A - Claim of Dower or Curtesy and Waiver of Will
A.C. 067 - Compromise-Arbitration
A.C. 070 - Widow's Allowance
A.C. 071 - Declination
A.C. 073 - Removal of Fiduciary and Appointment of Successor
A.C. 074 - Resignation of Fiduciary
A.C. 078 - Sale of Real Estate - Guardian-Conservator - Maintenance
A.C. 079 - Sale of Real Estate - Guardian-Conservator - Investment
A.C. 081 - Sale of Real Estate (Affidavit)
A.C. 083 - Sale of Trust Estate - Appointment of Next Friend-Guardian
A.C. 084 - Sale of Personal Estate - Guardian-Conservator
A.C. 085 - Sale-Receipt of Personal Estate By Foreign Fiduciary
A.C. 086 - Sale-Mortgage of Real Estate - Subject to Remainder
A.C. 088 - Mortgage of Real Estate - Administrator-Executor
A.C. 089 - Mortgage of Real Estate - Guardian-Conservator
A.C. 090 - Mortgage of Real Estate - Trustee
A.C. 091 - Lease of Real Estate - Guardian-Conservator
A.C. 092-094-095 - Partition and Sale of Real Estate
A.C. 098 - Partition and Sale of Real Estate (Affidavit of Notice of Sale)
A.C. 099 - Sale of Lands by Commissioner (Bond)
A.C. 102 - Notice of Claim
A.C. 106 - Determination of Value
A.C. 107 - Sale of Personal Estate
A.C. 111 - Equity Petition
A.C. 126A - Withdrawal of Appearance
A.C. 141 - Counsel Fees
A.C. 143 - Petition and Decree for License to Sell Real Estate
A.C. 144 - Reduction of Bond
A.C. 210 - Schedule
Affidavit of Domicile
Affidavit Pursuant to M.G.L. Chapter 65C, sec. 14(a)
Affidavit to Accompany for Appointment as Temporary Executor
Certificate Releasing Massachusetts Estate Tax Lien - Form M-792
CJ-P 001 (11-01) - Administration With(out) Sureties
CJ-P 002 (11-09) - Probate of Will With-Without Sureties
CJ-P 003 (11-01) - Probate of Will - Administration with the Will Annexed
CJ-P 004 (8-92) - Administration De Bonis Non - With Will Annexed
CJ-P 005 (11-01) - Administration De Bonis Non
CJ-P 006 (11-01) - Allowance of Foreign Will
CJ-P 007 (11-01) - Voluntary Administration
CJ-P 007A (11-01) - Voluntary Executor-Executrix
CJ-P 008 (11-01) - Special Administration
CJ-P 009 (11-01) - Public Administration With Sureties
CJ-P 014B (4-89) - Affidavit of Notice to Devisees and Legatees
CJ-P 017 (5-97) - Appointment of Agent
CJ-P 025 - Trusteeship to Fill Vacancy Under Will - Instrument in Writing
CJ-P 026 (1-89) - Bond of Fiduciary
CJ-P 030 (8-88) - Account
CJ-P 030 (8-88) - Account (Auto-Calculating)
CJ-P 041 - Inventory
CJ-P 050 (3-04) - Affidavit of Cause
CJ-P 066 (8-88) - Waiver of Will
CJ-P 068 (1-89) - Petition and Order to Render Inventory-Account
CJ-P 075 (10-97) - Sale of Real Estate - Administrator-Executor - Debts, Legacies, Charges of Administration
CJ-P 076 (10-99) - Sale of Real Estate
CJ-P 082 - Sale of Trust Estate
CJ-P 128 - S.J.C. Rule 1.07 Statement of Payment
CJ-P 143 (7-04) - Sale of Real Estate - Foreign
Client's Authorization for Medical Records
Executor's Affidavit Regarding Federal Estate Tax
Motion for Appointment of Temporary Executor
Objection to Allowance of Will - Diminished Capacity
Objection to Allowance of Will - Duress
Objection to Allowance of Will - Fraud
Objection to Allowance of Will - Undue Influence
Succeeding Executor

General

A.C. 116 - General Petition
Affidavit Disclosing Care or Custody Proceedings
Affidavit of Indigency and Determinations Regarding Fees and Costs
Attachment Sheet for Additional Heirs
CJ-P 021 (8-88) - General Assent
CJ-P 027 (5-07) - Change of Name
CJ-P 028 (8-88) - Notice of Change of Name
CJ-P 038 (1-89) - Judgment
CJ-P 126 (9-97) - Entry of Appearance
CJ-P 148 (4-09) - Military Affidavit
Durable Power of Attorney
Emergency Affidavit
Flat Fee Agreement
General Petition
Health Care Proxy (Signed by Principal)
Health Care Proxy (Signed on Behalf of Principal)
Health Care Proxy with Alternate Agent (Signed by Principal)
Health Care Proxy with Alternate Agent (Signed on Behalf of Principal)
Hourly Fee Agreement
Judgment
Living Will
Mittimus for Contempt
Motion - General (CJ-D 400)
Motion to the Court and Affidavit
Referral Fee Acknowledgment
Subpoena Duces Tecum
Supplement to Affidavit of Indigency
Uniform Counsel Certification Form

Guardianships

A.C. 013 - Guardianship-Conservatorship of Mentally Retarded Person
A.C. 022 - Adjudication of Restoration of Soundness of Mind
A.C. 072 - Discharge from Guardianship-Conservatorship
Addendum - List of Co-Conservators
Addendum - List of Co-Guardians
Addendum - List of Co-Petitioners
Addendum - List of Co-Respondents
Affidavit of Petitioner for Guardianship of Minor
Certificate of Services - Guardians and Guardians ad litem
CJ-P 011 (10-96) - Guardianship of Minor
CJ-P 016 - Notice of Guardianship - Minor - With-Without Sureties
CJ-P 026 (1-89) - Bond of Fiduciary
CJ-P 085 (11-93) - Surrender Form
CJ-P 096 (8-92) - Affidavit of Petitioner for Adoption
CJ-P 101 (10-93) - Conservatorship Petition
CJ-P 103 (10-93) - Medical Certificate - Conservatorship
CJ-P 110 (8-08) - Guardianship Petition
CJ-P 112 (3-08) - Medical Certificate - Guardianship
CJ-P 113 (11-98) - Affidavit for Temporary Guardianship
CJ-P 114 (10-93) - Temporary Decree of Guardianship
CJ-P 118 (10-93) - Guardianship-Conservatorship of Mentally Retarded Person - Clinical Team Report
CJ-P 119 (10-97) - Appointment of Guardian Ad Litem
CJ-P 120 (2-96) - Petition for Appointment of Standby-Successor Guardian Proxy
CJ-P 128 - S.J.C. Rule 1.07 Statement of Payment
Guardianship Intake Sheet
MPC 120 - Petition for Appointment of Guardian for Incapacitated Person
MPC 130 - Petition for Appointment of Conservator for Disabled Person
MPC 130 - Petition for Appointment of Conservator for Disabled Person (3rd Party Appointee)
MPC 140 - Petition for Appointment of Guardian of Minor (Minor AS Petitioner)
MPC 140 - Petition for Appointment of Guardian of Minor (Minor NOT Petitioner)
MPC 201 - Petition to Expand-Modify-Limit Powers of Guardian-Conservator
MPC 240 - Petition for Termination of Guardianship of Minor
MPC 302 - Application for Permission to Provide Information
MPC 303 - Request of Interested Party to Access Impounded Medical Info
MPC 320 - Verified Motion for Appointment of Temporary Guardian for An Incapacitated Person
MPC 340 - Verified Motion for Appointment of Temporary Guardian for A Minor
MPC 400 - Medical Certificate - Guardianship or Conservatorship
MPC 403 - Clinical Team Report
MPC 440 - Notarized Waiver and Consent to Petition for Guardianship of Minor
MPC 441 - Notarized and Verified Consent or Nomination of Minor
MPC 500 - Certificate of Service
MPC 503 - Notice of Appointment of Temporary Guardian - Conservator
MPC 503 - Notice of Appointment of Temporary Guardian and Conservator
MPC 504 - Notice of Hearing
MPC 505 - Appearance and Objection
MPC 601 - Order Appointing Counsel
MPC 630 - Order Appointing Temporary Conservator
MPC 631 - Order Regarding Conservator's Financial Plan
MPC 720 - Decree and Order of Appointment of Guardian for an Incapacitated Person
MPC 730 - Decree and Order of Appointment of Conservator
MPC 742 - Order Appointing Temporary Guardian of A Minor
MPC 801 - Bond - WITH Sureties
MPC 801 - Bond - WITHOUT Sureties
MPC 820 - Letters of Guardianship for an Incapacitated Person
MPC 821 - Guardianship of Person Care Plan-Report - Incapacitated Person
MPC 833 - Conservator's Account
MPC 833 - Conservator's Account (Extended Form)
MPC 834 - Conservator's Inventory
Petition for Appointment of Guardian re Mental Health

Notary

Notary Jurat - Affidavit or Other Sworn or Affirmed Declaration
Notary Jurat - Attorney-Principal
Notary Jurat - Certified Copy
Notary Jurat - Individual with Oath or Affirmation
Notary Jurat - Individual without Oath or Affirmation
Notary Jurat - Representative of Business Entity

Wills and Trusts

Affidavit to Self-Prove Will
Codicil to Will
Declaration of Nominee Trust
Language for Reverse QTIP Election in Will
Language for Revocable Inter Vivos Trust for Will with Pourover Provision
Language for Testamentary Trust Provision (QTIP) - Married with Children
Language for Testamentary Trust Provision (QTIP) - Married with One Child
Trust - Married with Children
Trust - Married with Children (with Family Business)
Trust - Married with One Child
Trust - Married without Children
Trust - Unmarried with Children (with Family Business)
Will (Pourover) - Married with Children
Will (Pourover) - Married with One Child
Will (Pourover) - Unmarried with Children
Will (Pourover) - Unmarried with One Child
Will - Married with Adult Children
Will - Married with One Adult Child
Will - Married without Children
Will - Unmarried with Adult Children
Will - Unmarried with One Adult Child
Will - Unmarried without Children