What information is needed to request estate files from a county probate division in Virginia?

The information on this site is for general informational purposes only, may be outdated, and is not legal advice; do not rely on it without consulting your own attorney. See full disclaimer.

Detailed Answer

Under Virginia law, estate records maintained by the probate division of the circuit court become public after final settlement. See Va. Code §64.2-114 (https://law.lis.virginia.gov/vacode/title64.2/chapter2/section64.2-114/). Anyone may request to inspect or copy these files by providing certain key details to the clerk’s office.

Essential Information to Provide

  • Decedent’s Full Name: The legal name as it appears on the death certificate or will.
  • Date of Death: Month, day, and year.
  • Court and Jurisdiction: The circuit court and county where the estate was probated.
  • Estate File or Case Number: If known; this expedites the search.
  • Personal Representative or Executor Name: The individual appointed by the court.
  • Type of Record Requested: Specify if you need certified copies, letters testamentary, the will, accountings, or other documents.
  • Contact Information: Your full name, mailing address, phone number, and email.
  • Payment Method: Courts charge fees for copies; see Va. Code §17.1-205 (https://law.lis.virginia.gov/vacode/title17.1/chapter6/section17.1-205/).

Request Steps

  1. Identify the correct circuit court clerk’s office in the county where probate occurred.
  2. Complete any required records request form, available online or in person.
  3. Submit the form along with the information above and the required fee.
  4. Await the clerk’s office confirmation and instructions for document pickup or mailing.

Disclaimer: This article provides general information and does not constitute legal advice. Consult an attorney for guidance specific to your situation.

Helpful Hints

  • Visit the clerk’s office website to download request forms and view current fee schedules.
  • Inquire whether you can submit your request by email or mail to save time.
  • Confirm if the county offers online access to probate records or an e-filing system.
  • Prepare to pay by check, money order, or credit card, based on the clinic office’s accepted methods.
  • If you don’t know the file number, provide as much identifying detail as possible to help staff locate the case.
  • Keep copies of all submitted forms, correspondence, and payment receipts.

The information on this site is for general informational purposes only, may be outdated, and is not legal advice; do not rely on it without consulting your own attorney. See full disclaimer.