Quick guide to the steps in probate

Probate can feel overwhelming, but knowing what to expect can help you feel more prepared. Here’s a quick 10-step guide — and a rough timeline — for the probate process:

Step 1: File the Petition — Start by filing a petition to open the estate. (1–2 weeks)

Step 2: Notify Heirs & Beneficiaries — Official notice is given to all interested parties. (2–4 weeks)

Step 3: Appoint Personal Representative — The court names the executor or administrator. (1–2 months total so far)

Step 4: Inventory Assets — Gather, list, and appraise all property owned by the decedent. (can take 2–3 months)

Step 5: Notify Creditors — Creditors must be formally notified to submit claims. (creditors typically have 4–6 months)

Step 6: Pay Debts & Taxes — Pay valid debts, final bills, and any estate taxes due. (ongoing over several months)

Step 7: Manage Assets — Maintain or sell property and manage investments during the probate period. (entire probate period)

Step 8: File Accountings — Prepare periodic reports for the court showing income, expenses, and distributions. (as required by the court, often annually)

Step 9: Distribute Assets — Give remaining assets to heirs according to the will or state law. (usually 6–12 months after starting probate)

Step 10: Close the Estate — Finalize the process by submitting a final accounting and obtaining a court order to close the estate. (typically 9–18 months total, or longer if complex)

📆 How long does probate take?

Most straightforward probate matters take about 9–18 months to complete. More complex estates can take even longer.

📞 Need help understanding probate?

Contact The Probate Law Center at www.ksmoprobate.com to schedule a consultation.

Legal Disclaimer: This blog post is for informational purposes only and does not constitute legal advice or establish an attorney-client relationship. For legal advice tailored to your situation, please consult a qualified attorney.