What Information Is Needed to Request Estate Files from a County Probate Division in Massachusetts?

The information on this site is for general informational purposes only, may be outdated, and is not legal advice; do not rely on it without consulting your own attorney.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

In Massachusetts the Probate and Family Court handles estate administration. Each county division stores records of probated estates, including wills, inventories, accountings, and petitions. To access these records you submit a formal request to the clerk’s office in the county where the estate was probated.

The court typically requires the following information:

  • Case or Docket Number: Provide the probate case number if you know it.
  • Decedent’s Full Name: Supply the legal name as filed in court.
  • Date of Death: Include the decedent’s date of death or an approximate date.
  • Document Type: Specify which records you need (will, inventory, accounting, petitions).
  • Requestor’s Contact Information: Give your full name, mailing address, phone number, and email address.
  • Relationship or Purpose: Explain your relationship to the decedent (e.g. heir, beneficiary, attorney) or state your research purpose.
  • Identification: Attach a copy of a valid government-issued ID (e.g. driver’s license or passport).
  • Payment Method: Include a check or money order for copying fees. Refer to M.G.L. c. 215, § 3 for current fee schedules: https://malegislature.gov/Laws/GeneralLaws/PartI/TitleII/Chapter215/Section3.

Send your written request by mail or deliver it in person to the county’s Probate and Family Court clerk’s office. You can also order certified copies through the Massachusetts eCourts Public Access Portal. For general guidance on accessing court records see the Probate and Family Court Records Guide.

Disclaimer: This article is for informational purposes only and does not constitute legal advice. Consult a qualified attorney for advice on your specific situation.

Helpful Hints

  • Confirm the county where probate occurred before submitting your request.
  • Search the court’s online case index first to find a docket number.
  • Provide exact spellings of names and dates to avoid processing delays.
  • Include a self-addressed stamped envelope if you need mailed copies.
  • Verify current fees on the county court website or via the eCourts portal.
  • Keep a copy of your request and payment records for your files.

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.