Probate Law

This is the perfect package for you if you are losing your valuable (billable!) time trying to find the forms you need for your guardianship cases or if you are in need of a wealth of great documents to help with your budding Estate practice. So, if you’re cringing when you pick up the phone to dial a friend for forms again, give us a try.

We are completely on top of the MUPC changes and will have documents ready to download once they are re-released.

This package 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. 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. Try it free.

Type your client and case information in once, and all forms fill out automatically for you. We also give you a special button to make editing easy. You can even create your own version of our forms so you do not have to make the same tweaks every time to accommodate for your own language. This package can grow with your practice that way. Everything is fully automated and all math is done for you.

Pricing: $50.00 per month for the first computer and $20.00 per month for additional computers, 30-day money back guarantee. Updates and unlimited technical support are included as long as you are a customer. Try it free!

Scroll down to view our document list for this package.

Our Ever Growing Document List

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 (12-09) – Administration With(out) Sureties
• CJ-P 002 (11-09) – Probate of Will With-Without Sureties
• CJ-P 003 (11-09) – Probate of Will – Administration With the Will Annexed
• CJ-P 004 (11-09) – Administration De Bonis Non – With Will Annexed
• CJ-P 005 (11-09) – Administration De Bonis Non
• CJ-P 006 (11-09) – Allowance of Foreign Will
• CJ-P 007 (01-10) – Voluntary Administration
• CJ-P 007A (01-10) – Voluntary Executor-Executrix
• CJ-P 008 (11-09) – Special Administration
• CJ-P 009 (11-09) – 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 030 (8-88) – Account (Extensive Assets) (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 (4-09) – Sale of Real Estate – Administrator-Executor – Debts, Legacies, Charges of Administration
• CJ-P 076 (11-09) – Sale of Real Estate
• CJ-P 082 (4-09) – Sale of Trust Estate
• CJ-P 128 – S.J.C. Rule 1.07 Statement of Payment
• CJ-P 143 (4-09) – Sale of Real Estate – Foreign
• CJ-P 151 (11-09) – Affidavit
• Client’s Authorization for Medical Records
• Executor’s Affidavit Regarding Federal Estate Tax
• Motion for Appointment of Temporary Executor
• MPC 150 (12-11) – Petition for Informal Probate of Will and-or Appointment of Personal Rep
• MPC 160 (12-11) – Petition for Formal Probate of Will, Adjudication of Intestacy and Appt of Personal Rep
• MPC 170 (12-11) – Voluntary Administration Statement
• MPC 255 (12-11) – Petition for Informal Appointment of Successor Personal Representative
• MPC 265 (12-11) – Petition for Formal Removal of Personal Representative
• MPC 270 (12-11) – Petition for Formal Appointment of Successor Personal Representative
• MPC 350 (12-11) – Petition for Appointment of Special Personal Representative
• MPC 360 (12-11) – Demand for Sureties
• MPC 450 (12-11) – Renunciation of Right to Appointment and-or Nomination of Personal Representative
• MPC 455 (12-11) – Assent
• MPC 460 (12-11) – Waiver of Notice
• MPC 465 (12-11) – Waiver of Sureties on the Bond
• MPC 470 (12-11) – Military Affidavit
• MPC 485 (12-11) – Affidavit of Domicile
• MPC 505a (12-11) – Notice of Appearance and Objection
• MPC 550 (12-11) – Notice of Informal Probate and Return of Service
• MPC 551 (12-11) – Informal Probate Publication Notice
• MPC 591 (11-11) – MUPC Supplemental Notice
• MPC 650 (12-11) – Order Appointing Special Personal Representative
• MPC 750 (12-11) – Order of Informal Probate of Will and-or Appointment of Personal Representative
• MPC 755 (12-11) – Decree and Order on Petition for Formal Adjudication
• MPC 760 (12-11) – Order of Informal Appointment of Successor Personal Representative
• MPC 765 (12-11) – Decree and Order for Formal Appointment of Successor Personal Representative
• MPC 776 (12-11) – Decree and Order to Modify Bond
• MPC 790 (12-11) – Decree and Order for Complete Settlement
• MPC 850 (12-11) – Closing Statement
• MPC 851 (12-11) – Small Estate Closing Statement
• MPC 854 (12-11) – Inventory
• MPC 854a (12-11) – Inventory without Schedules
• MPC 855 (12-11) – Petition for Order of Complete Settlement (Estate)
• MPC 857 (12-11) – Petition for Allowance of Account
• 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
• Caregiver Authorization Affidavit
• Cassette Copy Request Form
• CJ-P 021 (8-88) – General Assent
• CJ-P 027 (4-09) – 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
• Inmate’s Affidavit of Indigency (7-07)
• 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 (4-07)

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 097 (4-09) – Petition for Voluntary Care and Responsibility of a Child
• 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 (5-11) – Petition for Appointment of Guardian for an Incapacitated Person
• MPC 130 (5-11) – Petition for Appointment of Conservator for Disabled Person or for Single Transaction
• MPC 130 (5-11) – Petition for Appointment of Conservator for Disabled Person or for Single Transaction (3rd Party Appointee)
• MPC 140 (5-11) – Petition for Appointment of Guardian of Minor (Minor AS Petitioner)
• MPC 140 (5-11) – Petition for Appointment of Guardian of Minor (Minor NOT Petitioner)
• MPC 202 (5-11) – Petition for Resignation of a Guardian and-or Conservator
• MPC 203 (5-11) – Petition for Termination of Guardian and-or Conservator
• MPC 220 (8-11) – Petition to Expand-Modify-Limit the Powers of a Guardian
• MPC 221 (5-11) – Petition for Removal of a Guardian
• MPC 230 (5-11) – Petition to Expand-Modify-Limit the Powers of a Conservator
• MPC 231 (5-11) – Petition for Removal of a Conservator
• MPC 240 (5-11) – Petition for Termination of Guardianship of Minor
• MPC 241 (5-11) – Petition for Resignation of a Guardian of a Minor
• MPC 301 (5-11) – Request for Counsel
• MPC 302 (5-11) – Application for Permission to Provide Information
• MPC 303 (5-11) – Request of Interested Party to Access Impounded Medical Info
• MPC 320 (5-11) – Verified Motion for Appointment of Temporary Guardian for Adult Pursuant to GL c.190B, s.5-308
• MPC 330 (5-11) – Verified Motion for Appointment of Temporary Conservator Pursuant to G.L.c.190B, s.5-412A
• MPC 340 (5-11) – Verified Motion for Appointment of Temporary Guardian for A Minor
• MPC 391 (6-11) – Motion to Waive Appearance of Respondent
• MPC 400 (11-10) – Medical Certificate – Guardianship or Conservatorship
• MPC 401 (5-11) – Medical Certificate for Termination of Guardianship and or Conservatorship
• MPC 402 (5-11) – Clinical Team Report
• MPC 403 (11-10) – Medical Certificate Affidavit
• MPC 404 (6-11) – Report of Monitor
• MPC 431 (5-11) – Foreign Conservator’s Sworn Statement
• MPC 440 (5-11) – Notarized Waiver and Consent to Petition for Guardianship of Minor
• MPC 441 (5-11) – Notarized and Verified Consent or Nomination of Minor
• MPC 443 (5-11) – Annual Report of Guardian of Minor
• MPC 500 (5-11) – Certificate of Service
• MPC 503 (5-11) – Notice of Appointment of Temporary Guardian – Conservator and Notice of Right to Hearing
• MPC 504 (5-11) – Notice of Hearing
• MPC 505 (5-11) – Appearance and Objection
• MPC 512 (7-11) – Representation of Respondent’s Counsel
• MPC 601 – Order Appointing Counsel
• MPC 620 (5-11) – Order Appointing Temporary Guardian for Incapacitated Person
• MPC 620A (5-11) – Extension of Appointment of Temporary Guardian
• MPC 622 (5-11) – Order Appointing Special Guardian of a Incapacitated Person
• MPC 630 (5-11) – Order Appointing Temporary Conservator for Adult-Minor
• MPC 630A (5-11) – Extension of Appointment of Temporary Conservator
• MPC 631 (5-11) – Order Regarding Conservator’s Financial Plan
• MPC 632 (5-11) – Order Appointing Special Conservator of a Protected Person
• MPC 701 (5-11) – Temporary Order-Decree and Order of Expansion-Modification-Limitation of the Powers of a Guardian
• MPC 702 (5-11) – Temporary Order-Decree and Order of Expansion-Modification-Limitation of the Powers of a Conservator
• MPC 720 (5-11) – Decree and Order of Appointment of Guardian for an Incapacitated Person
• MPC 720A (5-11) – Exhibit A Limitations to Guardianship
• MPC 723 (5-11) – Decree and Order of Resignation-Removal-Termination of Guardianship
• MPC 730 (7-11) – Decree and Order of Appointment of Conservator
• MPC 730A (5-11) – Exhibit A Limitations to Conservatorship
• MPC 730B (5-11) – Suspension, Termination, or Modification Decree of Conservator’s Appointment
• MPC 731 (5-11) – Judgment and Order regarding Conservator’s Account
• MPC 733 (5-11) – Decree and Order of Resignation-Removal-Termination of Conservatorship
• MPC 734 (5-11) – Decree and Order of Protective Arrangement – Appointment of Special Conservator
• MPC 740 (5-11) – Decree and Order of Appointment of Guardian of Minor
• MPC 742 (5-11) – Order Appointing Temporary Guardian of A Minor
• MPC 743 (5-11) – Decree and Order for Termination-Resignation-Removal of Guardian of a Minor
• MPC 800 (6-11) – Clinician’s Affidavit as to Competency and Treatment
• MPC 801 (12-11) – Bond – WITH Sureties
• MPC 801 (12-11) – Bond – WITHOUT Sureties
• MPC 821 (5-11) – Guardian’s Care Plan-Report
• MPC 822 (5-11) – Order to File Guardian Care Plan-Report
• MPC 823 (6-11) – Clinician’s Affidavit and Report for Extension-Amendment
• MPC 824 (5-11) – Roger’s Monitor Supplemental Report to the Guardian’s Care Plan-Report
• MPC 825 (6-11) – Treatment Plan
• MPC 826 (6-11) – Motion to Extend and-or Amend Treatment Plan
• MPC 827 (6-11) – Review Order
• MPC 828 (6-11) – Motion to Reinstate Rogers Authority
• MPC 831 (5-11) – Conservator’s Financial Plan
• MPC 833 (5-11) – Conservator’s Account
• MPC 833 – Conservator’s Account (Extended Form)
• MPC 833a (5-11) – Conservator’s Account (Non-Calculating)
• MPC 834 (5-11) – Conservator’s Inventory
• MPC 835 (5-11) – Decree Discharging Special Conservator
• 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