Probate and Qualification

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Qualification of Personal Representatives. Probate is done by appointment. Prior to the appointment, the person probating the will or applying for qualification as a personal representative must provide the following:

  1. the original will, if there is one
  2. contact information for the person(s) requesting appointment
  3. a certified copy of the death certificate
  4. an estimate of the value of the assets held solely in the decedent’s name, and
  5. the names and addresses of all legal heirs (See Virginia Code Section 64.2-200.)

You may use the attached form to provide this information. (Note to Attorneys and other Estate Advisors: You may want to refer to the forms set out below)

 Information for Attorneys and Estate Advisors. In lieu of the form mentioned above, please complete the forms set out below prior to requesting a probate appointment for your client:

  1. Probate Information Form (Form CC-1650)
  2. Probate Tax Return (Form CC-1651)
  3. List of Heirs (Forms CC-1611)

Please send copies of the drafted forms—these forms do not have to be signed by your client until the probate appointment—to the Clerk’s Office, together with a copy of the will and the death certificate.

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