Checklist for Informal Probate (MPC 966)

Enclosed is an informal checklist of documents you will need to file an informal probate for an estate.

Table of Contents

Decent Dies with a Will (Testate)

Form/Document NameRequired or May Need 
Petition for Informal Probate of Will/Appointment of PR (MPC 150) Required
Surviving Spouse, Children, Heirs at Law (MPC 162) Required
Devisees (MPC 163) Required
Original Will Required
Certified Copy of Death CertificateRequired
Notice of Informal Probate & Return of Service (MPC 550) Required
Order of Informal Probate of Will and/or Appointment of PR (MPC 750)Required
Bond (MPC 801)Required (only if seeking the appointment of a PR)
Military Affidavit (MPC 470) Required (unless the petition is assented to
by all interested persons) 
Authenticated Copy of Will and Appointment Required (for ancillary probate proceedings only) 
Assent and Waiver of Notice/Renunciation/Nomination/Waiver
of Sureties (MPC 455)
May Need
Affidavit - as to cause of death (MPC 475), domicile (MPC 485), or no conflict of a Conservator who is also an heir or deviseeMay Need
Proof of Guardianship/ConservatorshipMay Need

Decedent Dies Without a Will (Intestate)

Form/Document Name Required or May Need  
Petition for Informal Probate of Will/Appointment of PR (MPC 150)Required
Surviving Spouse, Children, Heirs at Law (MPC 162) Required
Certified Copy of Death Certificate Required
Notice of Informal Probate & Return of Service (MPC 550)Required
Order of Informal Probate of Will and/or Appointment of PR (MPC 750)Required
Bond (MPC 801)Required
Military Affidavit (MPC 470) Required (unless the petition is assented to
by all interested persons)  
Assent and Waiver of Notice/Renunciation/Nomination/Waiver
of Sureties (MPC 455) 
May Need
Affidavit - as to cause of death (MPC 475), domicile (MPC 485), or no
conflict of a Conservator who is also an heir 
May Need
Proof of Guardianship/Conservatorship May Need
Date published: September 18, 2024
Last updated: March 1, 2016

Help Us Improve Mass.gov  with your feedback

Please do not include personal or contact information.
Feedback