FREE MASSACHUSETTS PROBATE RESOURCES

Free Probate Tools & Downloads

Practical, ready-to-use tools for settling a Massachusetts estate — a worksheet, a deadline timeline, and a who-to-notify checklist. Free, no sign-up.

Settling an estate means keeping track of a lot at once. These free downloads help you get organized and stay on top of the deadlines. Every fact and deadline in them is drawn from official Massachusetts sources — cited right on each file.

EXCEL WORKSHEET

Estate Inventory Worksheet

📋An editable spreadsheet to list every asset, how it’s titled, and its date-of-death value — with automatic totals for assets, debts, and the net estate. Mirrors the categories on the Massachusetts Inventory (Form MPC 854).
Source: Form MPC 854 (mass.gov).
⬇  Download (.xlsx) →
PRINTABLE PDF

Probate Timeline & Key Deadlines

🗓️A one-page map of every milestone and legal deadline — the 7-day, 30-day, 3-month, 9-month, 1-year, and 3-year marks — each tied to the statute or agency that sets it.
Source: M.G.L. c. 190B & Mass. DOR (mass.gov).
⬇  Download (.pdf) →
PRINTABLE CHECKLIST

Who to Notify After a Death

✅A checkbox list of the agencies, companies, and people to contact — Social Security, banks, insurers, credit bureaus, the RMV, utilities, and more — so nothing slips through the cracks.
Sources: SSA, USPS, MA RMV, IRS, credit bureaus.
⬇  Download (.pdf) →
Not sure where you are in the process? Start with the Do I need probate? flowchart, then find your court in the Probate & Family Court directory and the exact forms in the forms hub.
⚖️ Not legal or tax advice. These tools are general organizing aids, not a substitute for professional guidance. Deadlines and requirements vary by estate — always confirm with a licensed Massachusetts probate attorney (and a tax professional for anything tax-related). Next Step Probate is a real estate service, not a law firm.

Sources

The tools above are built from official Massachusetts sources, cited on each file:

Keep going

Important: Next Step Probate provides general educational information about the Massachusetts probate process and helps families sell estate real estate. We are not attorneys, accountants, or financial advisors, and nothing on this website is legal, tax, or financial advice. Contacting us does not create an attorney-client relationship. Always consult a licensed Massachusetts probate attorney before acting.