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1. What should I do if I need to probate a will and/or qualify as personal representative (Executor/Administrator) of an estate?

• In Chesterfield, probate/qualification matters are handled strictly by appointment and appointments are only scheduled once all necessary information has been provided.
• Contact the Probate Division of the Circuit Court Clerk’s Office to provide the following information.
  • By emailing the Clerk’s Office or by FAX to 804-717-6797
    • A copy of the death certificate
    • A copy of the Last Will and Testament and Codicil(s), if any
    • Full names and addresses of the decedent’s heirs
    • Estimate of the estate value (personal property and real property in the decedent's name alone without a beneficiary or payable on death designation)

NOTE: Include contact information; however, DO NOT write on the will itself.

• If you are unable to fax or email, call the Probate Division at 804-706-7680 with the death certificate and will in hand. Be prepared to provide information regarding the decedent's heirs and estate value as described above. If you must leave a message, every effort will be made to return your call the same business day. Please refrain from calling multiple times. 

2. How do I estimate the estate value?

• Include all property (real estate and personal property) that was in the decedent's name alone at the time of his/her death.
• Include tangible personal property as well as intangible assets (e.g., stocks, bonds, etc.).
• Do not include property held jointly with a right of survivorship.
• Do not include property payable to a named beneficiary or with a payable on death (POD) designation.
• Estimate the fair market value of the assets as of the decedent's date of death.
  • DO NOT DEDUCT debts owed, loans, or mortgage amounts.
• Compute separate totals for personal property and real property.