Getting Started
There are 3 options to handle an estate and the property of a person who died that does not automatically pass to someone else. You need to decide which to use. Two options require opening a probate court case. Figuring out if you have to go to probate court depends on many issues, like the amount of money involved, the type of property involved, and who is claiming the property. You can watch a very short presentation on Probate Options .
The three types of probate procedures and their different requirements are:
Affidavit for Collection of Personal Property (no court case is needed)
Informal Probate Some informal cases qualify for a simpler procedure called Small Estates.
Formal Probate
- What are the options for handling the property of someone who died?
- Which probate option should I use?
- Where do I file the probate case?
- Where can I get a certified copy of the death certificate?
- Do I have to file the original Will with the probate court?
- What if I already gave the original Will to a court in another state or the Bureau of Indian Affairs (BIA)?
- Can I still use the probate process if the person who died did not leave a Will?
- When can I use an Affidavit for Collection of Personal Property to transfer property without a court case?
- What are the reasons I might choose to open an informal probate case?
- What are the reasons I might need to open a formal probate case?
► What are the options for handling the property of someone who died?
Some property automatically passes to someone else when a person dies. This is called nonprobate property. It usually includes property held with someone else or where the person who died named someone to automatically receive the property. Common examples include a bank account, life insurance benefits, retirement benefits, or real property when you have recorded a Transfer on Death Deed.
There are 3 options to handle the property of a person who died that does not automatically pass to someone else. This is called probate property. Two options require opening a probate court case. Figuring out if you have to go to probate court depends on many issues, like the amount of money involved, the type of property involved, and who is claiming the property. You can watch a very short presentation on Probate Options .
The three options are:- Affidavit for Collection of Personal Property (no court case is needed)
- Informal Probate Some informal cases qualify for a simpler procedure called Small Estates.
- Formal Probate
► Which probate option should I use?
Figuring out if you have to open a probate court case depends on many issues, like the amount of money involved, the type of property involved, and who is claiming the property.
The three types of probate procedures, each with different requirements, are: (1) Affidavit for Collection of Personal Property (no court case is needed), (2) Formal Probate, (3) Informal Probate. Some informal probate cases qualify for a simpler process called a Small Estate.
► Where do I file the probate case?
You should file the documents to open a probate in the court located in the Alaska Judicial District in which the person who died lived at the time of their death. This is called "venue."
To determine the correct judicial district, use the Alaska judicial district chart and follow these steps:
- Find the community where the person who died lived. For example, Afognak.
- The judicial district is listed next to the community. For example, 3rd.
- Scroll to the last page to find all the Superior Court locations in that district.
- Pick a Superior Court location in that district to file the probate case. Generally, only Superior Courts handle probate cases.
If you live near a court that is not on the list, you can call the court and ask if you can file there.
If the person who died did not live in Alaska, you may file the probate in any Alaska judicial district in which the person owned property or in any judicial district in which an Alaska fiduciary lives or does business if the fiduciary controls property owned by the person who died.
► Where can I get a certified copy of the death certificate?
The funeral home will give you one certified copy of the Death Certificate when you make funeral arrangements for the person who died. It is helpful to file a certified copy with the court when you open the probate. Ask the funeral home for five to ten extra certified copies because you might need to give copies to others, such as banks, life insurance companies or retirement plan administrators. The funeral home charges a fee for certified copies of the Death Certificate. You can get more certified copies from the Alaska Health Analytics & Vital Records but it can sometimes take time to receive them.
► Do I have to file the original Will with the probate court?
Yes. If you have the original Will, you must give it to the probate court unless the person who died already gave their original Will to the probate court for safekeeping. The Will becomes a permanent part of the court file.
It can sometimes be hard to find the original Will made by the person who died. You should start by asking close family members where they think the original might be. You should look in the person's home, including in a file cabinets or safes. You can also ask the person's lawyer if they kept the original. If you think that the original Will might be in a safe deposit box and there is no surviving joint depositor, you will need to ask the probate court for a special order that allows you to access the box. You may want to talk to a probate lawyer if you need access to the person's safe deposit box to look for the original Will.
If you still can't find the Will or can only find a copy, you may still be able to probate the Will using the formal probate process. You will have to describe what the Will said or give the court a copy and tell the court what you think happened to the original Will.
► What if I already filed the original Will with a court in another state or the Bureau of Indian Affairs (BIA)?
You can file an "authenticated" (sometimes called a "certified") copy of the Will with the court. Ask the other court or the BIA to give you an authenticated copy of the Will to file with the Alaska probate court.
► Can I still use the probate process if the person who died did not leave a Will?
Yes. You can still use the probate process if the person who died did not have a will. The steps that must be taken are basically the same with or without a Will.
A Will does not control the probate process but it does control certain things such as who can serve as Personal Representative and who receives the property when the probate is finished. If the person who died made a Will, the Personal Representative named in the Will has the right to serve and the beneficiaries named in the Will usually receive the property. If the person who died did not make a valid Will, the state of Alaska decides who can serve as Personal Representative and what heirs receive the property in what amounts.
If the person who died left a valid will, they are said to have died "testate" and the probate process is one of "testacy." If the person who died did not have a will or died with a will that isn't valid, they are said to have died "intestate" and the probate process is one of "intestacy."
For more information, see Wills and Death Without a Will - Intestacy.
► When can I use an Affidavit for Collection of Personal Property to transfer property without a court case?
You can use an Affidavit for Collection of Personal Property to transfer property without a court case if the estate meets all of these conditions:
- At least 30 days have passed since the person died
- No one started a probate court case
- The person who died did not own any real property, or they had real property but it passed automatically to someone else because they were tenants by the entirety or there was a Transfer on Death Deed.
- Value of all Alaska registered vehicles (cars, trucks, motorcycles, trailers and manufactured homes not permanently attached to real property) is $100,000 or less, after subtracting all loans and liens against the vehicles. It does not include snow machines, ATVs, tractors, off-road equipment or boats.
- Value of all other personal property owned is $50,000 or less, after subtracting debts and liens against the property. Personal property means cash, checks, bank accounts, the Alaska Permanent Fund Dividend, furnishings, jewelry, artwork, tools, equipment and similar items. It does not include nonprobate property which passes automatically to someone without a probate (for example a joint bank account).
Learn more about using the Affidavit for Collection of Personal Property of Decedent.
► What are the reasons I might choose to open an informal probate case?
You may want to open an informal probate if:
- If the person who died made a Will, you have the original Will;
- If the person who died made more than one Will, the latest Will cancels (revokes) the older Wills;
- The person who died did not make a valid Will and there is no dispute among the interested persons about who should be the Personal Representative.
- You have priority to be the Personal Representative (PR) or those with higher priority consented to you serving as PR; and
- No one has objected to the informal probate or your appointment as Personal Representative.
If you do not meet all of these requirements you will usually need to petition for formal probate.
If it has been more than three years since the person died, there are limited situations in which you can open an informal probate case. However, after three years, a formal probate case gives you more options than an informal probate case. You may want to talk to a lawyer.
Learn more about Informal Probate.
If the estate is small enough, it may qualify as a “small estate” which has fewer requirements than a regular informal probate but still requires filing an informal probate case and some court interaction. To determine if the estate qualifies as a small estate, you first file an informal probate case. Read about small estates.
► What are the reasons I might need a formal probate case?
You may need a formal probate if:
- You want to appoint a Personal Representative who does not have priority and parties with equal or higher priority do not consent.
- You think the person who died made a Will but you can't find it. This is different than the person who died not having a Will.
- The Will is not self-proved.
- The person who died made more than one Will but the last Will does not cancel (revoke) the earlier Wills.
- You want to object to the appointment of the Personal Representative.
- You want the court to supervise the Personal Representative.
- You want to challenge if the Will is valid.
- You want to challenge what the Will says should happen.
- Someone is distributing the property of the person who died with an Affidavit for Collection of Personal Property of Decedent, and you think they should not be.
These are the most common reasons. You may also want to open a formal probate for other reasons such as doubts about the person's death or finding a new Will. If you think that you need to open a formal probate, it is a good idea to talk to a probate lawyer.
If it has been more than three years since the person died, there are limited situations in which you can open a formal or informal probate case. After three years, a formal probate case gives you more options than an informal probate case. You may want to talk to a lawyer.
Sometimes an issue comes up during an informal probate case that requires the case to be converted to a formal probate case. For example:
- You want to object to the appointment of the Personal Representative.
- You want the court to supervise the Personal Representative.
- You want to challenge the validity of the Will.
- You want to challenge the contents of the Will.
- You found a new Will.
Learn more about Formal Probate.
