Application For Letters Probate Of A Will

There are all sorts of forms executors, beneficiaries, and probate court clerks have to fill out and correspond with during probate and estate settlement, including affidavits, letters, petitions, summons, orders, and notices.

Application For Letters Probate Of A Will is a commonly used form within New Brunswick. Here’s an overview of what the form is and means, including a breakdown of the situations when (or why) you may need to use it:

Atticus Fast Facts About Application For Letters Probate Of A Will

Sometimes it’s tough to find a quick summary— here’s the important details you should know about Application For Letters Probate Of A Will:

• This form pertains to the State of New Brunswick

Government forms are not typically updated often, though when they are, it often happens rather quietly. While Atticus works hard to keep this information about New Brunswick’s Form Form 2A - Application For Letters Probate Of A Will up to date, certain details can change from time-to-time with little or no communication.

Step 1 - Download the correct New Brunswick form based on the name and ID if applicable

Double check that you have both the correct form name and the correct form ID. Some New Brunswick probate forms can look remarkably similar, so it’s best to double, even triple-check that you’re using the right one! Keep in mind that not all States have a standardized Form ID system for their probate forms.

Step 2 - Complete the Document

Fill out all relevant fields in Form Form 2A, take a break, and then review. Probate and estate settlement processes in NB are long enough to begin with, and making a silly error can push your timeline even farther back. No thank you!

Note: If you don’t currently know all of the answers and are accessing Form Form 2A online, be sure to avoid closing the browser tab and potentially losing all your progress (or use a platform like Atticus to help avoid making mistakes).

Step 3 - Have Form Form 2A witnessed or notarized (if required)

Some States and situations require particular forms to be notarized. If you have been instructed to get the document notarized or see it in writing on the document, then make sure to hire a local notary. There are max notary fees in the United States that are defined and set by local law. Take a look at our full guide to notary fees to make sure you aren’t overpaying or getting ripped off.

Step 4 - Submit Application For Letters Probate Of A Will to the relevant office

This is most often the local probate court where the decedent (person who passed away) is domiciled (permanently resides) or the institution involved with this particular form (e.g. a bank). Some offices allow you to submit forms online, other’s don’t, and we while we generally recommend going in-person to expedite the process, sometimes that simply isn’t an option.

It’s also a generally good idea to establish a positive working relationship with any probate clerk (unfortunately there’s enough people & process out there making things more difficult and unnecessarily confusing for them), so a best practice is to simply ask the probate clerk proactively exactly how and where they’d prefer you to submit all forms.

Need help getting in touch with a local probate court or identifying a domicile probate jurisdiction?

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Different probate forms or processes can require different deadlines or response times for completing the appropriate form.

While some steps in the process are bound to specific deadlines (like petitioning for probate, having to submit an inventory of assets, or filing applicable notices to creditors and beneficiaries), many probate forms or processes are not tied to a specific deadline since the scope of work can vary based on situational factors or requirements involved.

Either way, there are a bunch of practical reasons why personal representatives should work to complete each step as thoroughly and quickly as possible when completing probate in New Brunswick.

5 reasons you should submit Form 2A as quickly as possible:

1. The sooner you begin, the faster New Brunswick can allow heirs and beneficiaries to get their share of assets subject to probate. Acting promptly can also decrease the costs & overall mental fatigue through an otherwise burdensome process.
   
   Helpful Context: What’s the Difference Between Probate and Non-Probate Assets?

2. In general, creditors of an estate usually have around 3-6 months from the time you file notice to creditors to file any claims for debt against the deceased’s assets. If they don’t, then that debt is forfeited (and more importantly, the executor won’t be held personally responsible). So doing this sooner means you have a better idea of who is owed what and ensures you won’t get a surprise collector months later.

3. Not filing a will within 30 days (on average) could mean that the probate process proceeds according to intestate laws (laws that govern what happens to someone's stuff without a will) or is subject to unnecessary supervision by the probate court. And if you aren't directly related to the deceased (a.k.a. next of kin), this could also mean you lose your inheritance.

4. It’s important to file any necessary state tax returns on behalf of the deceased or estate by the following tax season in New Brunswick. If you don’t, you could owe penalties and interest. This also includes any necessary federal tax returns such as Forms 1040, 1041, or even a Form 706 estate tax return.

5. If a house in the State of New Brunswick is left empty (or abandoned) for a while, insurance can get dicey. For example, if the house burns down and no one has been there for a year, an insurance company may get out of paying your claim.

If you’re not using Atticus to get specific forms, deadlines, and timelines for New Brunswick probate, then try and stay as organized as possible, pay close attention to the dates mentioned in any correspondence you have with the State’s government officials, call the local New Brunswick probate clerk or court for exact answers regarding Form Form 2A, and when in doubt— consult a qualified trust & estates lawyer for that area.

Application For Letters Probate Of A Will is one of the many probate court forms available for download through Atticus.

It may also be available through some New Brunswick probate court sites, such as . In order to access the latest version, be updated with any revisions, and get full instructions on how to complete each form, check out the Atticus Probate & Estate Settlement software or consider hiring a qualified legal expert locally within New Brunswick.

While Atticus automatically provides the latest forms, be sure to choose the correct version of Form Form 2A - Application For Letters Probate Of A Will f using any other site or resource in order to avoid having to re-complete the form process and/or make another trip to the New Brunswick probate court office.

Application For Letters Probate Of A Will is a .pdf, so opening it should be as simple as clicking “View Form” from within the Atticus app or by clicking the appropriate link found on any New Brunswick-provided government platform. Once you’ve opened the form, you should be able to directly edit the form before saving or printing.

Here’s the text, verbatim, that is found on New Brunswick Form Form 2A - Application For Letters Probate Of A Will. You can use this to get an idea of the context of the form and what type of information is needed.

19 P-17.1Probate Court Act84-9 Form 2A In The Probate Court of New Brunswick Judicial District of _________________ Application for Letters Probate of a Will Form 2A This Application Is Filed By: Surname of ApplicantGiven Name(s) Street orCity or TownProvincePostal Code Postal Address Details of Deceased Name:SurnameGiven Name(s)(if applicable) commonly known as Fixed place of residenceStreet or Postal Address at time of death: City or TownProvincePostal Code If the deceased was not a resident Last occupation in the judicial district at the time of death, did deceased have assets in this judicial district? (Check)No()Yes() Place of deathDate of deathDate of last will (city, town, etc.)(day, month, year)Exhibit “A” day, month, year Was deceased 19 years of ageCodicils Exhibit “B” or over at date of will or 21 day, month, year years of age or over if will was dated prior to August 1, 1972? (Check)No()Yes() If “no” why is probate being sought? Give details in attached schedule. Formule 2A Cour des successions du Nouveau-Brunswick Circonscription judiciaire de _________________ Demande de lettres d’homologation d’un testament Formule 2A La présente demande est déposée par : Nom du requérantPrénom(s) Rue ouCité ou VilleProvinceCode Postal Adresse postale Renseignements relatifs à la personne décédée NomPrénom(s)(s’il y a lieu) connu(e) sous le nom de Lieu de résidence permanenteRue ou adresse postale au décès : Cité ou VilleProvinceCode postal Si la personne décédée n’était pasDernière occupation résidente dans la circonscription judiciaire au moment du décès, possédait-elle des biens dans la présente circonscription judiciaire? (Cocher)Non () Oui () Lieu du décèsDate du décèsDate du dernier (cité, ville,(jour, mois, année)testament etc)jour, mois, année La personne décédée était-elleCodicilles Pièce « B » âgée de 19 ans ou plus à lajour, mois, année date du testament, ou de 21 ans ou plus si le testament est antérieur au 1 er août 1972? (Cocher)Non()Oui() Si « non », donner les raisons de la demande d’homologation. Préciser dans une annexe jointe. 20 84-9Loi sur la Cour des successionsP-17.1 Form 2A (Cont’d) Marital StatusDid the deceased () Unmarried() Widowermarry after the () Married() Widowdate of the will? () Divorced (Check) No() Yes() If “yes”, why is probate being sought? Give details in attached schedule. Is any witness to the will (or codicil) or the person signing for the testator or the spouse of such person a beneficiary? (Check)No ()Yes ()If “yes”, give details in an attached schedule. Value of Estate Real PersonaltyPropertyTotal (Net) Include the value of all$$$ property that belonged to the deceased at the time of death, except real property outside New Brunswick. Insurance should be included only if it is payable to the estate. Do not include property held jointly and passing by survivorship. If an executor named in the will is not an applicant, give explanation. Attach schedule if insufficient space. Affidavits of Verification(Attach a separate sheet for additional Affidavits of Verification) I, an applicant named herein, make oath (or do solemnly affirm) and say: (1).I am an executor named in the will and am of the full age of nineteen years. Formule 2A (suite) État matrimonialLa personne décédée () célibataire() veuf s’est-elle mariée après () marié(e)() veuvela date du testament? () divorcé(e) (Cocher) Non ()Oui () Si « oui », donner les raisons de la de- mande d’homologation. Préciser dans une annexe jointe. Est-ce qu’un témoin au testament (ou codicille), ou est-ce que la per- sonne signant pour le testateur, ou le conjoint de cette personne est bénéficiaire? (Cocher)Non ()Oui ()Si « oui », préciser dans une an- nexe jointe. Valeur de la succession Biens BiensréelsTotal personnels(Net) Inclure la valeur de tous les$$$ biens qui appartenaient à la personne décédée au moment du décès, à l’exception des biens réels situés à l’extérieur du Nouveau-Brunswick. Seule l’assurance payable à la succession doit être incluse. Ne pas inclure les biens détenus conjointement et transmis pour cause de survie. Si un exécuteur testamentaire nommé au testament n’est pas un re- quérant, expliquer pourquoi. Ajouter une annexe si l’espace man- que. (Annexer une autre feuille pour les affidavits supplé- Affidavits d’attestationmentaires) Je soussigné, requérant désigné aux présentes, déclare sous serment (ou affirme solennellement) : (1)Que je suis un exécuteur testamentaire désigné au testament et que je suis âgé d’au moins dix-neuf ans. 21 P-17.1Probate Court Act84-9 90-44 Form 2A (Cont’d) (2).I have identified the will (and each codicil) marked as Exhib- its as shown in the application, by signing same, and know of no subsequent will or codicil. (3).I am not aware of any application pending or to be brought in any other judicial district in respect to the grant herein applied for and I will forthwith advise the clerk of this judicial district should such come to my attention before the final disposition of this application. (4).I will faithfully administer the property of the deceased ac- cording to law, and render a just and full account of my ad- ministration when lawfully required. (5).The information contained in the application and in any at- tached schedules and sheets is true. Sworn (or Solemnly affirmed)) before me at ____________________ in ) the Province of ____________________ ) this ___________ day of ___________, ) 20___.) A Commissioner, etc.Signature of Applicant Details of Applicant’s Solicitor Name of Solicitor: ______________________________________ Name of Firm (if applicable): _____________________________ Business Address: ______________________________________ Telephone Number: _____________________________________ 90-44 Formule 2A (suite) (2)Que j’ai identifié par ma signature le testament (et chaque co- dicille) figurant comme Pièces comme l’indique la demande, et que je ne connais l’existence d’aucun testament ou codicille subséquent. (3)Qu’à ma connaissance, aucune autre demande d’octroi n’a été présentée dans une autre circonscription judiciaire ni ne doit l’être, et que j’informerai immédiatement le greffier de la pré- sente circonscription judiciaire si je devais avoir connaissance d’un tel fait avant qu’il soit statué sur la présente demande. (4)Que j’administrerai fidèlement, suivant la loi, les biens de la personne décédée, et rendrai un compte fidèle et complet de mon administration au moment requis par la loi. (5)Que les renseignements fournis dans la demande, les annexes jointes et les feuilles sont véridiques. Fait sous serment (ou Affirmé) solennellement) devant moi à _________ ) dans la province de _________________ ) ce ____________ jour de____________ , ) 20___.) Commissaire, etc.Signature du requérant Renseignements relatifs à l’avocat du requérant Nom de l’avocat : _______________________________________ Nom du cabinet (s’il y a lieu) : _____________________________ Adresse d’affaires : _____________________________________ Téléphone : ___________________________________________