As a fiduciary, ensuring compliance and efficiency in your trust & estate administration and accounting duties is paramount. At Estateably, we’ve been dedicated to enhancing our support across various jurisdictions by enabling the generation of forms and letters that meet specific legal requirements. We're excited to announce our enhanced support for Massachusetts!
What is Estateably?
Estateably is the leading professional fiduciary accounting and administration software, with support for probate, estate accounting and trust matters, used by over 1,000 practices across North America. Estateably delivers a seamless and effortless experience for legal, accounting and bank professionals and their clients, freeing up their time to focus on what matters most.
Below is a comprehensive list of the forms we now have available for Massachusetts:
Accounting Forms
- Order to Render (MPC 754)
- Accounting (MPC 853)
- Account Without Schedules (MPC 853a)
- Trust Account (MPC 859)
- Inventory (MPC 854)
- Inventory Without Schedules (MPC 854a)
- Petition for Allowance of Account (MPC 857)
- Decree and Order of Allowance of Account (MPC 791)
Bond Forms
- Bond (MPC 801)
- Petition to Modify Bond (MPC 295)
- Decree and Order to Modify Bond (MPC 776)
- Demand for Sureties (MPC 360)
- Affidavit in Support of Release of Demand for Sureties (MPC 490)
Closing Forms
- Petition for Order of Complete Settlement (MPC 855)
- Decree and Order for Complete Settlement (MPC 790)
- Closing Statement (MCP 850)
- Small Estate Closing Statement (MPC 851)
Formal Probate Forms
- Checklist for Formal Probate (MPC 967)
- Petition for Formal Probate of Will and/or Appointment of Personal Representative (MPC 160)
- Checklist for Formal Late and Limited Probate (MPC 968)
- Petition for Late and Limited Formal Testacy and/or Appointment (MPC 161)
- Surviving Spouse, Children, Heirs at Law (MPC 162)
- Devisees (MPC 163)
- Assent and Waiver of Notice of Sureties (MPC 455)
- Military Affidavit (English, PDF 909.56 KB)
- Cause of Death Affidavit (MPC 475)
- Affidavit of Domicile (MPC 485)
- Affidavit of Witness to Will (MPC 480)
- Notice of Appearance (and Objection) (MPC 505a)
- Uniform Counsel Certification Form
- Petition for Appointment of Special Personal Representative (MPC 350)
- Order Appointing Special Personal Representative (MPC 650)
- Petition for Supervised Administration (MPC 280) (English, PDF 965.5 KB)
- Decree and Order on Petition for Formal Adjudication (MPC 755)
- Decree and Order of Supervised Administration (MPC 756)
Informal Probate Forms
- Decree and Order on Petition for Late and Limited Formal Testacy and/or Appointment (MPC 757)
- Checklist for Informal Probate (MPC 966)
- Petition for Informal Probate of Will and/or Appointment of Personal Representative (MPC 150)
- Surviving Spouse, Children, Heirs at Law (MPC 162)
- Devisees (MPC 163)
- Notice of Informal Probate (MPC 550)
- Bond (MPC 801)
- Assent and Waiver of Notice of Sureties (MPC 455)
- Military Affidavit
- Cause of Death Affidavit (MPC 475)
- Affidavit of Domicile (MPC 485)
- Informal Probate Publication Notice (MPC 551)
- Voluntary Administration Statement (MPC 170)
- Order of Informal Probate of Will and/or Appointment of Personal Representative (MPC 750)
Miscellaneous Forms
- Uniform Counsel Certification Form
- Assent and Waiver of Notice of Sureties (MPC 455)
- Military Affidavit
- Notice of Appearance (and Objection) (MPC 505a)
- General Probate Petition (MPC 200)
- Decree and Order of General Trust Petition (MPC 792)
- Petition for Approval of Compromise (MPC 250)
- Representation of Insolvency (MPC 260)
- Decree and Order of Compromise (MPC 775)
- Personal Representative's Affidavit of Notice to Creditors of Representation of Insolvency (MPC 261)
- Domiciliary Foreign Personal Representative's Sworn Statement (MPC 180)
- Request for Reassignment Pursuant to Standing Order 3-17 (MPC 304)
- Decree and Order of Insolvency (MPC 780)
Sale of Real Estate Forms
- Petition for Sale of Real Estate (MPC 210)
- Checklist for Petition for Sale of Real Estate (MPC 973)
- Decree on Petition for Sale of Real Estate (MPC 794)
- Sale of Real Estate Administrator/Executor Debts, Legacies, Charges of Administration (CJP 75)
- Decree of Sale of Real Estate Debts, Legacies, Charges of Administration (CJP 75d)
- Sale Of Real Estate Foreign (CJP 143)
- Decree Sale of Real Estate Foreign (CJP 143d)
- Sale of Trust Estate (CJP 82)
- Decree of Trust Estate (CJP 82d)
Successor Forms
- Statement of Resignation of Personal Representative (MPC 264)
- Petition for Informal Appointment of Successor Personal Representative (MPC 255)
- Order for Informal Appointment of Successor Personal Representative (MPC 760)
- Petition for Formal Appointment of Successor Personal Representative (MPC 270)
- Decree and Order for Formal Appointment of Successor Personal Representative (MPC 765)
- Petition for Formal Removal of Personal Representative (MPC 265)
- Decree and Order for Formal Removal Personal Representative (MPC 766)
Trust Forms
- Probate and Family Court Statement of Confirmation of Testamentary Trustee (MPC 275)
- General Trust Petition (MPC 201)
- Decree and Order of General Trust Petition (MPC 792)
- Petition for Resignation/Removal/Appointment of Successor Trustee (MPC 266)
- Petition to Terminate a Trust (MPC 267)
- Decree and Order on Petition for Resignation/Removal/Appointment of Successor Trustee (MPC 782)
- Decree and Order on Trust Petition Appointing a Guardian ad Litem (MPC 777)
- Trust Account (MPC 859)
- Sale of Trust Estate (CJP 82)
- Decree of Trust Estate (CJP 82d)
- General Trust Petition for Appointment of a Guardian ad Litem (MPC 351)
By integrating these forms into our cloud-based platform, we at Estateably ensure fiduciaries in Massachusetts can effortlessly manage trust & estate administration and accounting tasks while complying with state-specific requirements.
To learn more about how you can generate these forms through the Estateably platform, book a personalized demo with us!
Stay tuned for more updates as we continue to improve and adapt our platform to support your success in every jurisdiction!
