The General Process (if there is no will)
Step One – The Petition
The process starts with a petition to the court in the county where the decedent lived
at the time of death. The petition, also known as an application, asks the court to
appoint an administrator. This is usually done by the person who wants to be the
administrator.
Generally, notice of the court hearing regarding the petition MUST be provided to all
the decedent's heirs, or people who would inherit under the law. If an heir objects to
the petition, he or she can do so in court. Also, a notice of the hearing is typically
published in a local newspaper. This is to notify others, such as unknown creditors of
the decedent, of the beginning of the proceedings.
Step Two – The (First) Hearing
The court will schedule a hearing to give all interested parties a chance to object to
the appointment of the administrator. Before the hearing, the person seeking to be
the administrator sends formal legal notice to known creditors of the decedent.
Step Three – The Accounting
After the administrator is appointed, he or she must take a full accounting of all of
the decedent’s probate property; including real property, stocks, bonds, business
interests, etc.
This is also the step where creditors not identified and notified in step two MUST
have written notice sent to them. Any creditor that wants to make a claim against
the probate estate must do so within a limited amount of time.
Step Four – Managing the Estate and Paying Debts
It is common for the administrator to gather assets and open a bank account to pay
creditors while the probate case is pending. Probate cases stay open for several
months to give creditors a chance to come forward.
The administrator determines which creditors’ claims are legitimate and pays those
and other final bills from the estate, including final tax return(s), funeral expenses,
and estate expenses. Occasionally, the administrator needs court approval to pay
creditors.
Step Five – Property to Heirs
Typically, the administrator petitions the court for authority to transfer the
remaining assets to the heirs as directed by state intestacy laws after all claims and
disputes are resolved. Heirs may petition the court for an accounting of how the assets
were managed by the administrator during the probate process.