How To File Probate Without A Lawyer In Georgia (8 Easy Steps)

How To File Probate Without A Lawyer In Georgia

Wondering how to file probate without a lawyer in Georgia? 

This guide will walk you through: 

  • the steps to take
  • the forms to fill out
  • how to notify creditors
  • how to inventory the estate
  • how to manage the assets
  • how to close the estate

Keep scrolling to learn more.

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How To File Probate Without A Lawyer In Georgia

Here is the step-by-step guide for how to file for probate without a lawyer:

Step 1: Get the Death Certificate

The death certificate is the first document you need. 

It confirms the person’s passing and is required to begin probate.

  • Where to Get It: Request copies from the county health department or Georgia Department of Public Health.
  • Tip: Get several copies. You’ll need one for each bank, insurance company, and court submission.

Step 2: Find the Will

If there’s a will, it should be filed with the probate court in the county where the person lived

If there isn’t one, Georgia’s intestacy laws will decide how to distribute the assets among family members.

Checklist:

  • Locate the original will (if there is one).
  • File it with the probate court.

Important: File the will quickly. Georgia law expects it to be filed “within a reasonable time.”

Step 3: Apply to Be the Executor or Administrator

The executor or administrator is the person who manages the estate. 

An executor is the person named in the will. 

An administrator is assigned by the courts if there is no will naming an executor. 

The forms you’ll need to apply for managing the estate are: 

You’ll file the Letters at the probate courts in the county where the person lived. 

You’ll need to bring: 

Step 4: File the Petition for Probate

To start probate officially, file a Petition for Probate form

This form registers you as the estate’s representative and begins the legal process.

  • What to Include with your Petition:
    • Original will (if available)
    • Death certificate
    • A list of all known heirs or beneficiaries
  • Where to File: Probate court in the deceased’s county.

Fee: Court fees range from $200-$300, depending on the county. You need the EXACT amount, so call ahead and ask.

Step 5: Notify Heirs and Creditors

When you file for probate, Georgia law requires you to notify: 

  • heirs (family members who may inherit) 
  • creditors (anyone the deceased owed money to)

Here is how to notify heirs and creditors:

  • Notifying Heirs: For solemn form probate, you must formally notify all heirs using certified mail.
  • Notifying Creditors: Publish a Notice to Creditors in a local newspaper for four weeks. This allows creditors to submit any claims for money owed.

Tip: Keep copies of all notifications and responses for court records. They may be required if disputes arise.

Step 6: List and Value the Estate’s Property

As the executor or administrator, you’re responsible for listing all the deceased’s:

  • belongings (cars, jewelry, collectibles, etc.)
  • accounts (retirement, investment, banking, crypto, etc.)
  • real estate (primary home, rentals, vacation homes, etc.)

Some assets, like real estate or valuables, may need a professional appraisal to determine their value.

You’ll need their values for inventorying assets, paying off creditors, and distributing assets. 

  • Checklist:
    • List all assets, including real estate, bank accounts, and personal items.
    • Get professional appraisals for property or valuable collections.

Tip: Don’t forget digital assets, like online accounts, if they hold value.

Step 7: Pay Off Debts and Taxes

You’ll need to pay any outstanding debts and taxes from the estate’s funds before giving assets to heirs.

When you notify creditors, they will reach out to you. 

You’ll need to:

  • Use estate funds to pay off debts.
  • File the deceased’s final tax return (state and federal).

Tip: Keep detailed records of all payments, as the court will likely review these.

Step 8: Distribute What’s Left to the Heirs

After debts are paid, you can distribute the remaining assets to heirs according to the will. 

If there’s no will, Georgia’s intestacy laws decide who inherits.

(Split evenly between spouse and kids, with a minimum ⅓ of the estate going to the spouse.)

Here’s what you need to do: 

  • Report all assets and debts to the court for review.
  • Get court approval for the final distribution.
  • Distribute the remaining assets to heirs.

Important: Be sure to document everything for the court’s final probate approval.

Helpful Tips for Filing Probate on Your Own

When you file probate without a lawyer in Georgia, you should:

  • Stay Organized: Keep copies of everything (e.g., forms, receipts, and notifications) to avoid confusion.
  • Follow Deadlines: Missing deadlines can delay probate, so be aware of filing timelines for notifying creditors, listing assets, and submitting tax returns.
  • Use Court Resources: Local probate courts often offer self-help forms and instructions.
  • Consider Mediation for Family Conflicts: If there are disagreements, probate mediation can resolve issues without costly court battles.

Frequently Asked Questions

Here are questions people ask us about filing for probate on their own.

Can You Do Probate Without A Lawyer?

Yes, you can do probate without a lawyer in Georgia.

You only need a lawyer for probate if: 

  • Family Disputes: Heirs are fighting over the estate.
  • Complex Estate: The estate has lots of assets or properties.
  • Tax Issues: It’s a big estate with tax problems.
  • Creditor Claims: There are large debts or creditor demands.
  • Unclear Will: The will is missing or confusing.

Does Every Estate Need Probate?

No. Some assets, like jointly-owned property or accounts with a named beneficiary (like a life insurance policy), often bypass probate.

In Georgia, all other assets need to go through the probate process. 

You can use Small Estate Probate if there are no creditors. 

What If I Make a Mistake?

Small errors (like filing the wrong form) can usually be fixed. 

Serious errors (like missing a required notification) could delay probate. 

If you’re unsure, probate court staff can answer questions on forms and filing requirements.

(Note: They will likely tell you that you need to hire a probate lawyer for help.)

Can I Ask for Help?

Yes. Georgia probate courts have resources, like self-help forms and guides, if you’re filing for probate without a lawyer. 

You can also ask for help with specific tasks, like notifying creditors, without needing an attorney for the entire probate process.

Get Help From A Probate Lawyer

Are you overwhelmed by the process? 

Our Georgia probate attorneys handle everything for you.

We specialize in taking as much as possible off your plate so that you are not: 

  • personally financially liable
  • accidentally breaking the law
  • filling out the paperwork wrong
  • not notifying or paying off creditors
  • dealing with disputes among family and partners

Fill out the form to take this off your plate.

Ready to Secure Your Family’s Future?

Avoid the delays, expenses, and public exposure of probate.

Schedule your free, no-pressure Estate Planning Roadmap Call today.

Schedule Your Free Strategy Call

"*" indicates required fields

Name*

What Areas We Serve For Probate

Our Georgia probate lawyers work remotely, so you don’t have to visit an office. Here are all the counties we serve in Georgia.