Background Information about Probate
Frequently Asked Questions (FAQs)
What is probate?
When is a probate required?
Does all property need to go through probate when a person dies?
Who is in charge of the probate process?
I am named as the Personal Representative in the Will. Do I need to file a probate case?
Is the person who files the probate case automatically the personal representative?
Does it matter whether the person who died left a Will?
How long does a probate take?
Do I need a lawyer?
How can I find a probate lawyer?
Do I have any options other than probate?
Question: What do I do if the person died more than three years ago?
Where can I get information about the different parts of the probate process?
What steps do I have to take in a probate and how long does the process last?
► What is probate?
Probate is a court process to transfer property owned by the person who died to the persons who are supposed to receive the property. A probate allows a Personal Representative to transfer legal title of that property to the proper persons. It involves several steps:
- Appointing a Personal Representative to handle the probate.
- Gathering property owned by the person who died.
- Notifying creditors and beneficiaries or heirs.
- Handling debts and taxes.
- Wrapping up the final business affairs of the person who died.
- Transferring legal title of the property owned by the person who died to the persons who are supposed to receive it.
- Filing any documents required by the state or federal government.
- Filing all documents required by the court.
You can watch a very short presentation on the Introduction to Probate .
► When is a probate required?
A probate is required when a person dies and owns property that does not automatically pass to someone else, or the estate doesn't qualify to use the Affidavit for Collection of Personal Property procedure. A probate may also be necessary to handle claims against the person who died or the person's property, to settle disagreements between beneficiaries or heirs, to appoint a Guardian of a minor child or for other reasons. There are two ways you can transfer title to the property of someone who died without a probate, (1) Affidavit for Collection of Personal Property, and (2) Nonprobate Transfers.
You can watch a very short presentation on Probate Options .
► Does all property need to go through probate when a person dies?
No. Only property owned by the person who died which does not pass automatically to a survivor must go through probate. The title to some property passes to a survivor without filing anything with the court. This type of property is called nonprobate property. It might include property held jointly with another person if there is a right of survivorship, real property with a Transfer on Death Deed, life insurance benefits, retirement benefits or property held by a revocable trust.
► Who is in charge of the probate process?
The court appoints a Personal Representative to handle the probate process. The Personal Representative is usually a family member or friend of the person who died but can be an organization such as a bank or trust company. The Personal Representative is required to keep the court informed of the progress of the probate. For more information, see Personal Representative Duties and Responsibilities.
► I am named as the Personal Representative in the Will. Do I need to file a probate case?
There may be some things that you cannot do unless there is an open probate case in court. Opening a probate case can give you legal authority to take some actions as the Personal Representative. If the person who died set up their finances, accounts, and assets so that they automatically transfer to named beneficiaries upon death, you may not need to open a probate case. So it really depends on whether you need authority from the court to take actions or access information about the estate of the person who died.
► Is the person who files the probate case automatically the personal representative?
No. Alaska law lists who has priority. Read Who can be the Personal Representative?
► Does it matter whether the person who died left a Will?
No. The probate process is generally the same whether or not the person who died left a Will. A probate probate is required to transfer property that does not automatically pass to someone else unless the estate qualifies to use the Affidavit for Collection of Personal Property procedure
While the process is the same, having a will affects who the property passes to. A Will allows the person who died to decide who receives his or her probate property and under what conditions. A person who made a Will is said to have died "testate." The property usually passes to the beneficiaries named in the Will. For more information, see Wills.
If the person who died did not have a will, Alaska law lists how the property is passed to their heirs. A person who did not make a Will is said to have died "intestate." For more information, see Death Without a Will - Intestacy.
► How long does a probate take?
Probate usually takes between six months and a year to finish, but often longer. A probate may take more time if there are debts to handle, disagreements between the beneficiaries or heirs, problems finding or transferring property or other complicated matters.
► Do I need a lawyer?
No. But it can be a good idea if the probate is complicated. A lawyer can help you file the right paperwork, meet deadlines and avoid mistakes and delays. A lawyer can also help if there are debts, creditor claims or disagreements between family members, beneficiaries or heirs.
► How can I find a probate lawyer?
You can follow the suggestions in the section on Probate Resources. Some lawyers handle the entire probate process which can be very helpful if you feel overwhelmed or the estate is complicated. But if you feel confident that you can handle parts of the probate, some lawyers provide "unbundled services" which means that they will give advice only when you need it or handle only those parts of a probate with which you ask for help.
► Do I have any options other than probate?
Yes. You can transfer title to the property of someone who died without a probate in the following ways:
-
Affidavit for Collection of Personal Property
You can transfer title to the person's property using a special document called an Affidavit for Collection of Personal Property If the person who died:- did not own any real property, owned real property held jointly with another person with a right of survivorship, or owned real property that automatically transferred title through a Transfer on Death Deed,
- the value of their vehicles is less than $100,000, and
- the value of all other personal property is less than $50,000, and
- certain other conditions are met
-
Nonprobate Transfers
If the person who died held the property with someone else who had a right of survivorship or if they named someone else to automatically inherit the property, title can be transferred to the survivor without probate. For example, before the person dies, he or she can record a Transfer on Death Deed for real property which transfers property to named beneficiary(ies) effective on the transferor’s death without probate. In addition, proceeds from life insurance policies and retirement accounts transfer to named beneficiaries without probate.
You can watch a very short presentation on Probate Options .
► Question: What do I do if the person died more than three years ago?
Answer: If you have not opened any probate and it has been more than three years since the person died, you have the following options:
- If the person who died did not make a will, or did not make a valid Will, you can ask the court to "determine the heirs" of the person who died using the rules of intestacy. This is a simple proceeding in formal probate, which requires notice but not usually a hearing if all of the heirs consent to the proceeding. The court will issue an order that lists the rightful heirs of the decedent. This order can be used to transfer some types of property to the heirs.
- If the person who died left a Will, you can ask the court for a limited testacy, proceeding in formal probate if the person who died left a Will. The court will decide who should inherit the property of the person who died under the Will. This requires notice and usually a hearing.
- You can ask the court to appoint a Personal Representative with very limited powers in either informal probate or formal probate. The Personal Representative can transfer the property of the person who died to the rightful persons. However, they have no power to do anything else, such as deal with creditor claims, wrap up business affairs, or file other documents.
You may be able to open a probate after three years for a few other reasons. However, if it has been more than three years since the person died, it is a good idea to talk to a probate lawyer.
► Where can I get information about the different parts of the probate process?
In the Getting Started section, you will find information about the different steps, including a timeline.
► What steps do I have to take in a probate and how long does the process last?
The probate process is different for almost every estate. Most probates usually take between six months to one year to finish but some can last several years, depending on the type of probate and whether there are any difficulties.
The chart below gives a simplified outline of the most common type of probate, an informal probate:
| Action | Timeline |
|---|---|
Get a certified copy of the Death Certificate. It can take several weeks to get a death certificate and you should get several certified copies as they may be required to transfer property or accounts. |
As soon as practical after death. |
As soon as practical after death. |
|
Decide who should serve as the Personal Representative. |
As soon as practical after death. |
Decide whether the case will be an informal probate or formal probate. Prepare and file the documents to open the probate with the court. File in the court location in the judicial district |
As soon as practical after death. |
Court appoints a Personal Representative. |
At least 5 days after date of death for an Alaska resident. Usually 1 to 3 weeks after date of filing. |
Personal representative files a bond, if it is not waived. Read more about filing a bond or waiving bond. |
Within 30 days of receiving a request for bond |
Within 30 days of appointment as Personal Representative. |
|
Apply for an Employer Identification Number (EIN) from the IRS (Form SS-4). Read more in the Personal Representative section about the tax forms. |
As soon as practical. |
File a Notice Concerning Fiduciary Relationship with the IRS (Form 56). Read more in the Personal Representative section about the tax forms. |
As soon as practical. |
Publish Notice to Creditors, once a week for 3 weeks. If the estate is a small estate, you don’t need to publish a Notice to Creditors. |
As soon as practical. |
Pay Family Allowance, Homestead Allowance and Exempt Property, if appropriate. Read more in the Personal Representative section about Allowances and Exempt Property. |
As soon as practical. |
Prepare the Inventory of estate property. |
Within 3 months of appointment as Personal Representative. |
Check Courtview to ensure that you have received a copy of all creditor claims that have been filed with the court when the time is up for creditor's to make a claim. See "All information" tab and look for "claimants." See case example. |
4 months after date of first publication of Notice to Creditors. |
Begin paying valid debts and creditor claims if the estate has enough property. If a small estate, skip this step. |
4 months after date of first publication of Notice to Creditors. |
Disallow creditor claims, if needed. If a small estate, skip this step. |
Within 4 months and 60 days of date of first publication of Notice to Creditors. |
File an Estate Tax Return with the IRS, if required (Form 706). Read more in the Personal Representative section about the tax forms. |
Within 9 months from date of death. |
File any Disclaimers with the probate court. |
Within 9 months from date of death. |
File a final Individual Income Tax Return with the IRS (Form 1040). Read more in the Personal Representative section about the tax forms. |
By April 15th of the year following the year of death. |
File an Income Tax Return for Estates and Trusts with the IRS, if required. Read more in the Personal Representative section about the tax forms. |
Usually by April 15th of the year following the year of death. |
Distribute and transfer ownership of all property to the right persons. |
After debts and creditor claims are handled. |
File an Accounting with the probate court or ask the beneficiaries or heirs to sign waivers. |
After all property is transferred. |
File a sworn statement to close the probate or petition the court for a final hearing. To close a small estate, you may file a “Sworn Statement of Personal Representative Closing Small Estate." |
When probate is complete but at least 6 months after date of first publication of Notice to Creditors. |
Court releases the Personal Representative. |
One year after filing closing documents or right away if hearing. |
