Detailed Answer
In Vermont, county probate divisions maintain estate files that include wills, inventories, accountings and related estate documents. You can request copies of these records in person, by mail, email or through an online portal (if available). To streamline your request, gather the following information before contacting the probate office:
- Decedent’s Full Legal Name: Include any aliases or maiden names to ensure an accurate search.
- Date of Death: The exact date narrows the search to the correct estate folder.
- Probate Division Location: Identify the county where the probate proceeding occurred (e.g., Chittenden County Probate Division).
- Estate File or Docket Number (if known): This unique identifier, assigned when the estate was opened, expedites retrieval.
- Type of Document Needed: Specify whether you want the will, inventory, petitions, accountings or all estate records.
- Requester’s Relationship or Interest: While most probate records are public under 14 V.S.A. § 135, disclosing your connection (e.g., beneficiary, attorney, researcher) helps staff guide you through any confidentiality rules.
- Contact Information and Identification: Provide your mailing address, phone, email and a copy of a valid photo ID. Some divisions require proof of identity before releasing records.
- Payment Method for Fees: Budget for standard copy fees (e.g., $0.50 per page) and any certification fees. Check the county’s fee schedule online or inquire by phone.
- Preferred Delivery Format: Indicate whether you prefer paper copies, certified copies or electronic formats (PDF via email or CD).
Under Vermont law, probate records are publicly accessible unless sealed by court order. See 14 V.S.A. § 131 (index to probate records) and 14 V.S.A. § 136 (inspection and copying procedures). If you request sealed or restricted documents—such as estate settlements involving minors or confidential personal data—you may need a court order or written consent from interested parties.
Most Vermont probate divisions offer a standard request form on their website. Completing this form with the above details prevents delays and reduces back-and-forth communication.
Helpful Hints
- Double-check the spelling of the decedent’s name; minor errors can stall a search.
- Review the county probate division’s website for downloadable forms and current fee schedules.
- Call ahead to confirm office hours and any COVID-19 or weather-related closures.
- If you need a certified copy, specify this upfront—certification adds a small fee but may be required for legal filings.
- Keep a record of your request date and any confirmation number provided by the office.
- Be patient—retrieving older or archived files may take several days.
Disclaimer: This article is for educational purposes only and does not constitute legal advice. Consult a qualified attorney for advice about your specific situation.