Everything you need to know about Utah Form 1007ES, including helpful tips, fast facts & deadlines, how to fill it out, where to submit it and other related UT probate forms.
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.
Statement Of Informal Appointment Of Will And Appointment Of Personal Representative - Informal Probate - With A Will (Required Forms) is a commonly used form within Utah. 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:
Sometimes it’s tough to find a quick summary— here’s the important details you should know about Statement Of Informal Appointment Of Will And Appointment Of Personal Representative - Informal Probate - With A Will (Required Forms):
This form pertains to the State of Utah
The official Utah source for this form is here.
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 Utah’s Form 1007ES - Statement Of Informal Appointment Of Will And Appointment Of Personal Representative - Informal Probate - With A Will (Required Forms) up to date, certain details can change from time-to-time with little or no communication.
Double check that you have both the correct form name and the correct form ID. Some Utah 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.
Fill out all relevant fields in Form 1007ES, take a break, and then review. Probate and estate settlement processes in UT 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 1007ES 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).
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.
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?
👉 Find and Contact your Local Probate Court
👉 What is a Domicile Jurisdiction?
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 Utah.
The sooner you begin, the faster Utah 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?
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.
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.
It’s important to file any necessary state tax returns on behalf of the deceased or estate by the following tax season in Utah. 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.
If a house in the State of Utah 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 Utah 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 Utah probate clerk or court for exact answers regarding Form 1007ES, and when in doubt— consult a qualified trust & estates lawyer for that area.
Statement Of Informal Appointment Of Will And Appointment Of Personal Representative - Informal Probate - With A Will (Required Forms) is one of the many probate court forms available for download through Atticus.
It may also be available through some Utah 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 Utah.
While Atticus automatically provides the latest forms, be sure to choose the correct version of Form 1007ES - Statement Of Informal Appointment Of Will And Appointment Of Personal Representative - Informal Probate - With A Will (Required Forms) 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 Utah probate court office.
Statement Of Informal Appointment Of Will And Appointment Of Personal Representative - Informal Probate - With A Will (Required Forms) 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 Utah-provided government platform. Once you’ve opened the form, you should be able to directly edit the form before saving or printing.
Form 1007ES - Statement Of Informal Appointment Of Will And Appointment Of Personal Representative - Informal Probate - With A Will (Required Forms) is a probate form in Utah.
Utah has multiple types of probate and the necessary forms depend on the unique aspects of each estate, such as type and value of assets, whether there was a valid will, who is serving as the personal representative or executor, and even whether or not they also live in Utah.
During probate, all personal representatives and executives in are required to submit a detailed inventory of assets that must separate non-probate assets from probate assets.
Probate in Utah, especially without guidance, can take years to finish and cost upwards of $14,000.
What is probate, exactly?
Probate is the government’s way of making sure that when a person dies, the right stuff goes to the right people (including the taxes the government wants).
All of that stuff is collectively known as someone’s “estate”, and it’s the job of the executor or personal representative to fill out all the forms and complete all the required steps to formally dissolve the estate.
To get instant clarity on the entire probate process and get an idea of the steps, timeline, and best practices, read the Atticus Beginner’s Guide to Probate.
Where can I get help with Probate?
The best place? Create an account in Atticus to start getting estate-specific advice.
You may need a lawyer, you may not, and paying for one when you didn’t need it really hurts. Atticus makes sure you make the best decisions (plus you can write it off as an executor expense).
We’ve also created a list of other probate services. Be sure to check it out!
What does a UT executor or personal representative have to do?
An executor is named in someone’s will, and if the deceased didn’t have a will, then the spouse or other close family relative usually steps up to fulfill the role. If no one wants to do it, then a judge will appoint someone.
The executor is responsible for the complete management of the probate process, including major responsibilities such as:
Creating an inventory of all probate assets.
Filling out all necessary forms
Paying off all estate debts and taxes
Submitting reports to the court and beneficiaries as requested
And much more. This process often stretches longer than a year.
For an idea of what separates executors who succeed from those who make this way harder than it should be, visit our article, Executors of an Estate:
What they do & secrets to succeeding.
Here’s the text, verbatim, that is found on Utah Form 1007ES - Statement Of Informal Appointment Of Will And Appointment Of Personal Representative - Informal Probate - With A Will (Required Forms). You can use this to get an idea of the context of the form and what type of information is needed.
1007ESF Approved July 2017 / Revised December 10, 2019 Statement of Informal Probate of Will and Appointment of Personal Representative Page 1 of 3 Name Address City, State, Zip Phone Check your email. You will receive information and documents at this email address. Email I am [ ] Applicant [ ] Applicant&#x26;#x2019;s attorney (Utah Bar # __________) In the District Court of Utah __________ Judicial District ________________ County Court Address ______________________________________________________ In the Matter of the Estate of _____________________________________ Deceased Statement of Informal Probate of Will and Appointment of Personal Representative _______________________________ Case Number _______________________________ Judge Based upon the request of ________________________________________________ (name of applicant), to open informal probate of ________________________________________________&#x26;#x2019;s (name of decedent) last will and appoint a personal representative, the court makes the following findings and order. Findings 1. Application The application appears to be complete and includes the applicant&#x26;#x2019;s oath or affirmation that the statements are true to the best of the applicant&#x26;#x2019;s belief. 1007ESF Approved July 2017 / Revised December 10, 2019 Statement of Informal Probate of Will and Appointment of Personal Representative Page 2 of 3 2. Interest The applicant is a person with an interest in the estate because they are a spouse, relative, person named in the will, beneficiary, creditor or fiduciary representing an interested person. 3. Decedent The decedent died on ________________ (date). At least five full days have passed since the death. 4. Filing location This is the correct court to file in because the decedent: [ ] lived in this county at the time of death. [ ] owned property located in this county at the time of death. 5. Time The time for probate is within the required time period because not more than three years have passed since the decedent died. 6. Will The decedent made a will on ____________________ (date). 7. Current personal representative No personal representative has been appointed by a court in Utah or any other state. 8. Right to be appointed as personal representative The court finds that _______________________________________________________ (name) is at least 21 years old or older and has priority to serve because: [ ] the will named them as the personal representative. [ ] they are the surviving spouse and named in the will to receive property. [ ] they are the surviving s pouse but the will did not name them to receive property. [ ] the will named them to receive property. [ ] they are an heir (someone with the right to inherit property from the decedent if there was no will). [ ] they are a creditor and 45 days have passed since the person died. 1007ESF Approved July 2017 / Revised December 10, 2019 Statement of Informal Probate of Will and Appointment of Personal Representative Page 3 of 3 [ ] they were nominated to serve by someone named above. [ ] Other: ________________________________________________________ Anyone with equal or higher priority has renounced their right to serve and nominated the applicant. 9. Bond Bond is: [ ] not required. [ ] is required and the bond amount is $ ___________________. 10. Notice Any notices required by the laws of Utah have been given or waived. Order The court orders that: 1. The decedent&#x26;#x2019;s will, dated ____________________, is admitted to informal probate. 2. _________________________________________________________ (name) is appointed the personal representative of the decedent&#x26;#x2019;s estate to act [ ] without bond. [ ] with bond in the amount of $ ______________. 3. The court will issue Letters Testamentary after the personal representative files an Acceptance of Appointment. Judge&#x26;#x2019;s signature may instead appear at the top of the first page of this document. Signature &#x26;#x25BA; Date Judge&#x26;#x2019;s Printed Name