Question 1 of 5
Is the total estate value (including real estate, bank accounts, and personal property) above your state's small estate threshold?
Most states range from $10,000 to $275,000. Check your state guide if unsure.
Most states range from $10,000 to $275,000. Check your state guide if unsure.
Question 2 of 5
Does the estate include real property (a house, land, or other real estate) that was solely in the deceased's name — with no joint owner and no Transfer-on-Death deed?
Question 3 of 5
Do all financial accounts (bank accounts, retirement accounts, investment accounts) have named beneficiaries or joint owners on file?
Question 4 of 5
Was property (real estate or significant assets) held in a living trust in the deceased's name?
Question 5 of 5
Did the deceased leave a valid will?
Answer all 5 questions to see your result
Your Probate Assessment
Based on your answers — not a substitute for legal advice.
What this means for you
Suggested next steps
Get the full executor checklist — every step in order, tailored to your state.