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Indiana Executor and Estate Kit: the $100,000 Small Estate Route After 45 Days, First Month Checklist and Estate Ledger
Indiana, from the official pages: The gross probate estate, less liens, encumbrances and reasonable funeral expenses: $100,000 for deaths after June 30, 2022; $50,000 for deaths from July 1, 2006 to June 30, 2022; $25,000 before.
$25 one time · 14-day full refund · Word and PDF · download link by email
Who it is for
Whoever is settling the estate of someone who lived in Indiana. Handed to the bank or other holder. Presented to the person holding the property; the statute doesn't call for a court filing.
Not the right fit if
The person didn't live in or own property in Indiana, or a will contest or family dispute means you need an estate attorney. Not a form preparation or legal service.
Why it is different
- Sources, checked November 2026: Indiana Code 29-1-8-1 (copy posted by Cass County, in.gov); Legislative Update: Probate and property matters, May 14, 2021 (Indiana Office of Court Services).
- 6 facts aren't stated on those pages, so the kit says so and links where to check.
What is inside
- Indiana small estate route. The gross probate estate, less liens, encumbrances and reasonable funeral expenses: $100,000 for deaths after June 30, 2022; $50,000 for deaths from July 1, 2006 to June 30, 2022; $25,000 before. 45 days. Forty-five days after the death; five days for the Bureau of Motor Vehicles to transfer a vehicle or watercraft title. Handed to the bank or other holder. Presented to the person holding the property; the statute doesn't call for a court filing.
- How a Indiana will had to be signed. Two attesting witnesses, physically present with the testator, per the Indiana Supreme Court's 2020 order on witnessing wills (citing IC 29-1-5 and 29-1-21). A self-proving clause may be built into or attached to a will (2021 law). The summary we read doesn't say who takes it.
- Indiana estate ledger (Excel). Assets, debts, payments and distributions; it compares the countable assets with $100,000, picking the figure for the date of death, dates day 45 after the death and marks real estate to ask the court about.
- First 30 days, tracker and letters. The first month in order with day 45 marked, a documents and accounts tracker, and plain letters to a bank, a utility and Social Security.
- Still to confirm in Indiana. real estate, notary or oath, official form, simplified court procedure: check Indiana Code 29-1-8-1 (copy posted by Cass County, in.gov); if the will is handwritten, a witness who inherits: check Legislative Update: Probate and property matters, May 14, 2021 (Indiana Office of Court Services).
A look inside
The first pages, as you will get them
Get it
Indiana Executor and Estate Kit
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Delivered as a zip of editable Word files and printable PDFs. For one business, your own use. General information and templates, not legal, tax or accounting advice. Not legal, tax or financial advice. An estate attorney or the county probate/surrogate office answers questions about your situation. Payment is handled by Stripe. If a file will not open or something looks wrong, reply to your order email and we will make it right.
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Common questions
What's in the download?
Five Word and PDF documents, including the Indiana small estate route, and the Indiana estate ledger in Excel, by email link after payment.
What is the small estate limit in Indiana?
The gross probate estate, less liens, encumbrances and reasonable funeral expenses: $100,000 for deaths after June 30, 2022; $50,000 for deaths from July 1, 2006 to June 30, 2022; $25,000 before.
When and how is the Indiana small estate paperwork signed?
Wait: 45 days. Forty-five days after the death; five days for the Bureau of Motor Vehicles to transfer a vehicle or watercraft title.
Where does it go in Indiana?
Handed to the bank or other holder. Presented to the person holding the property; the statute doesn't call for a court filing.
What did a Indiana will need to be accepted?
Two attesting witnesses, physically present with the testator, per the Indiana Supreme Court's 2020 order on witnessing wills (citing IC 29-1-5 and 29-1-21). Self-proving affidavit: A self-proving clause may be built into or attached to a will (2021 law). The summary we read doesn't say who takes it.
Is this legal advice?
No. An estate attorney or the county probate/surrogate office answers questions about your situation.
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