Probate Records: How to Look up a Will in Probate | Trust & Will (2024)

Do you want to find the Will of a friend or a loved one who passed away? It might not be as difficult as you think to do it. The first thing you need to do is figure out if the Will is a private or public record. Then, you can learn how to look it up using our step by step guide here. You should have no problem gaining access to that Will you’ve been searching for. Read on to learn more.

Are Wills public record?

A person's Will is the document that outlines his or her wishes on what to do with their assets, property and belongings after they pass away. An executor is responsible for filing a Will with the probate court upon the grantor’s (the person who created the Will) passing. So, are Wills public record?

Most of the time yes, unless a judge seals the records. But keep in mind, Wills won't be made public until after the probate proceeding has concluded. And, the truth is, probate can take a long time.

Large estates, or any complications, like someone contesting the Will, can make the probate process even longer. Still, when a loved one passes away, you might want to find out what is in their Will. If you're wondering how to find a Will in public records, there are a few things you should know.

Who can see the Will during probate?

Typically, during probate proceedings, only the executor and beneficiaries are allowed to see the Will. The executor takes care of paying taxes and settling any unpaid debts the estate owes. He or she then is responsible for distributing assets, property and belongings to the rightful heirs. After the probate proceedings, when the executor has taken care of their responsibilities, the probate records will then become public.

What is a probate record?

Simply put, probate records are just proof of authenticity. In other words, a probate record proves a Will is legitimate. A probate court keeps all records on file. If there isn't a Will, inheritance laws provide guidelines for passing on assets.

Probate laws can vary across the United States. But when someone leaves a valid Will, they died testate. On the other hand, if the person died and didn't have a Will, then he or she died intestate.

Step by step guide: how to find a Will in public records

If you're wondering how to find a Will in public records, you can do an online search to find the probate case. The following steps will help you find probate records online.

Identify where probate was filed

First, determine the county and state the executor of the estate filed probate in. This is likely to be in the county where the grantor was living at the time of his or her death. It could also be in the county where he or she died if they passed away in the hospital.

The executor would have most likely started the probate process in one of those counties. You can search online to get the decedent's (the person who passed away) former address or to find area hospitals if you don't have the information on hand. Another option is to search the local newspaper or funeral home obituaries for relevant information.

Search for the estate on the county government’s website

You can find out at the county clerk's office where the executor filed the paperwork. Once you know where the probate is, search that county's .gov website for the deceased person's name.

You can also get access to information related to the Will if it has gone through the probate process and become public record. But be forewarned, what you find may be a summary, lacking the details you want. If you can't find what you want online, you can contact the county clerk's office by phone or email.

The county clerk can potentially fax or mail probate records to you, or you can go to the courthouse in person. If the probate records are public, you should be able to gain access to the Will. However, a judge can seal the records upon request, in which case you won't be allowed to see the documents.

Obtain the Will

The best way to obtain a Will is with the probate court file number. The county clerk can give you the case number for reference, or the executor can also give you the information.

Additionally, you might be able to get the file number online by providing the deceased's name and date of death. In some cases, it might be necessary to search the court archives for a copy of the Will. Depending on when the decedent passed away, it might also be on microfilm or in a digital format.

Once you've located the Will and key details, you can print the paperwork directly. Alternatively, you can go to the courthouse in person to view the full details of the Will and all the probate records. Keep in mind, there's usually a fee associated with the process.

Printing a copy typically involves just paying a copying fee. You can also get a copy of the Will, stamped and certified by the court, as an exact copy of the official document.

Create your Will today

Finding a Will isn’t as hard as you may think. Using our step by step guide, you can locate and access the Will you need in no time at all.

Have you been putting off creating your estate plan? Make sure your loved ones can easily find your Will and other estate planning documents after you’ve passed away so they don’t have to deal with anything else while they’re grieving your loss. At , we’re here to help keep things simple. You can create a fully customizable, state-specific estate plan from the comfort of your own home in just 20 minutes. Take our free quiz to see where you should get started, or compare our different estate planning options today!

Is there a question here we didn’t answer? Browse more topics in our learn center or chat with a live member support representative!

Trust & Will is an online service providing legal forms and information. We are not a law firm and we do not provide legal advice.

Probate Records: How to Look up a Will in Probate | Trust & Will (2024)

FAQs

Are NY probate records public? ›

Anyone Can See Your Will If it Is a Public Court Record

Before the written instructions in your will can be carried out, your last will and testament will have to be filed with the local probate court.

How to look up probate records in California? ›

Probate files may be reviewed from the computers located in the Records and Exhibits Management Unit at the Central Justice Center. If you are unsure of the case number for the file to be viewed, there are indexes online where you may find the court case number.

Do all wills need to be probated in NJ? ›

In general, New Jersey's probate process for most estates is relatively simple and affordable. The state only requires you to probate a will if there are probate assets included.

Who gets paid first from an estate in NJ? ›

In such cases, the state's intestate succession laws guide the distribution of assets among the closest relatives. In New Jersey, the order of priority for next of kin starts with the spouse and children of the decedent.

Do all wills go through probate in NY? ›

Only an estate valued over $30,000 must be probated when there is a will. The court has a “small estate proceeding” when the estate is below $30,000. An estate without a will is “administered,” not probated.

Who gets a notice of probate in NY? ›

Beneficiaries who will inherit something under the Will must be notified (officially informed) of the probate proceeding. The filing fee is based on the dollar value of the estate. Probate proceedings can be very complicated. In many cases, it might be a good idea to get a lawyer.

How to find out if a will exists for free in the USA? ›

Generally, you will need to make a trip to the Office of the County Clerk in order to secure copies of the will. If you are not sure whether the office is in possession of the will and want to know how to find out if a will was filed, you can ask an employee in that office to search their records for it.

Are wills public record in California for free? ›

Once a Will is filed, it is a public record, meaning anyone can view it. The original will stay with the court forever. Copies of the original Will are available to anyone willing to pay for it.

How to find out if someone has a will in California? ›

A clerk may be able to provide basic information over the phone or in person. If you are still determining whether the Office of the County Clerk has the will, you can ask an employee in that office to search their records for it. If the office does not find the will, it does not mean one doesn't exist.

How do you look up a probated will in NJ? ›

The Secretary of State has the original wills and probate records. (State Archives, 225 West State Street, PO Box 307, Trenton, New Jersey 08625-0307.

How long does probate take in NJ with a will? ›

This process is handled by the probate court (called "surrogate's court" in New Jersey) in the county in which the deceased person lived. Below are the main steps in the New Jersey probate process. If all goes smoothly, the process should take less than a year.

How long does the executor have to pay the beneficiaries in NJ? ›

If there are no claims against the estate within nine months of the death of the deceased, the executor can distribute the assets to beneficiaries and issue a declaration of discharge.

How much can an executor of a will pay themselves in NJ? ›

The executor's compensation comes in the form of a “commission,” and in New Jersey, a statute establishes the amount of the commission. An executor is entitled to a 6% commission on any income that the estate earns.

Do I have to pay my mom's bills after she dies? ›

You're not typically responsible for repaying the debt of someone who's died, unless: You're a co-signer on a loan with outstanding debt. You're a joint account holder on a credit card. Note: this is different from an authorized user.

What is the order of inheritance in NJ? ›

Intestate Succession: Spouses and Children
Inheritance SituationWho Inherits Your Property
Children, but no spouse– Children inherit everything
Spouse, but no children or parents– Spouse inherits everything
Spouse and children from you and that spouse; the spouse has no other children– Spouse inherits everything
5 more rows
Dec 21, 2023

How to find out if someone has a will in NY? ›

Some of the methods that have proved effective include the following:
  1. Check with the Deceased's Lawyer. ...
  2. Visit Surrogate's Court. ...
  3. Contact Friends and Family of the Decedent. ...
  4. Search Safe Deposit Box of the Decedent. ...
  5. Search the Residence of the Decedent.

How long do you have to file probate after death in New York? ›

Getting started with probate in New York

New York does not have a deadline for this, as other states do, but it is helpful to take this action as soon as possible to begin the process, especially if you will be going through full probate.

How to search for a deceased estate? ›

This can usually be obtained from the Master's Office where the estate is registered or from the executor of the estate. Contact the Executor: The executor of the estate is responsible for handling claims against the estate. You should contact them directly.

How do I find public records in New York? ›

You can make a request for court records directly to the Clerk of the Court or the County Clerk that has the records. Criminal records are available from the court system. Each records search costs $95.00.

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