Estate Resources

Application for Probate Appointment

The Application for Probate Appointment (PDF) will help you to think through all of the possible assets and heirs for an estate before you come in.

All recordings of wills and estate qualifications (legally being granted the power of Administrator/Executor) must be completed by appointment. Please request an appointment by calling our office at 276-634-4880 and selecting option 4.

Obtaining Your EIN#

All money received by the Administrator/Executor of an estate must be deposited into an estate checking account. You will need an EIN# from the IRS to open the estate checking account. To obtain an EIN#, go to: EIN Individual Request - Online Application (irs.gov).

Please print the certificate at the end to take to the bank of your choice along with the letter of qualification received during your appointment and open the account. 

Order in Which Debts and Demands of Decedents to be Paid

Please see list provided by Code of Virginia § 64.2-528.

Administration Checklists

Small Estate Checklist

If you have formally qualified to administer a small estate (total value of assets is less than $35,000), here is the list of your responsibilities:

Large Estate Checklist

If you have formally qualified to administer a large estate (total value of assets is greater than $35,000), here is the list of your responsibilities:

Estate-Related Forms

Other Resources

Resource Guide Regarding Guardians and Conservators in Virginia

This free, one-page resource is provided by the Working Interdisciplinary Networks of Guardianship Stakeholders (WINGS) Committee with goals of guiding those who need assistance with the process and making people more aware of the resources that are available to them. View the PDF here.