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Massachusetts Law About Wills and Estates

Massachusetts Laws

Uniform Probate Code

Uniform Probate Code, MGL c.190B (MUPC). Changes laws of intestate succession, estate administration and much more. A complete overhaul of Mass. probate laws.

Without a Will

With a Will

Forms

Will and Estate and MUPC Forms

Fees

Massachusetts Probate and Family Court Uniform Fee Schedule.

Other Web Sources

Best Bet

Probate and Family Court MUPC Hub. Includes links to Forms, Training Material, Rules and more.

Estate Planning

8 Ways to Avoid Probate, Nolo, 2012. Shows ways you can set up your assets to avoid or limit your estate being probated. Requires Library Card for access.

Busy Family's Guide to Estate Planning, Nolo, 2007. Estate planning guide with an emphasis on those with children, including appointing a guardian for your children and managing children's money. Requires Library Card for access.

Complete Guide to IRAs & IRA Investing: Wealth Building Strategies Revealed, Atlantic Publishing, 2009. Covers types of IRAs, putting money in, and taking money out. Requires Library Card for access.

Complete Guide to Organizing Your Records for Estate Planning: Step-by-Step Instructions, Atlantic Publishing, 2009. Requires Library Card for access.

Complete Guide to Planning Your Estate: A Step-by-Step Plan to Protect Your Assets, Limit Your Taxes & Ensure Your Wishes Are Fulfilled, Atlantic Publishing, 2007. Requires Library Card for access.

Complete Guide to Planning Your Estate in Massachusetts, Atlantic Publishing, 2009. Requires Library Card for access.

Estate Planning Basics, Nolo, 2013. Includes information on wills, living trusts, estate tax and more. Requires Library Card for access.

Estate Planning for Blended Families, Nolo, 2009. Planning for children and stepchildren, May-December couples, or couples of unequal wealth. With forms and checklists. Requires Library Card for access.

IRAs, 401(k)s & Other Retirement Plans: Taking Your Money Out, Nolo, 2013. Includes information on early distributions, periodic payments, types of retirement plans and more. Requires Library Card for access.

Massachusetts Uniform Probate Code: A New Law Effecting Inheritance, Wills, Trusts and Estate Administration, Douglas Peterson. Helpful information on surviving spouses, spousal share and disinheriting children under the new law.

Mom's Guide to Wills and Estate Planning, Nolo, 2009. "Provides practical, straightforward recommendations on estate planning options and provides a solid plan that every family can find the time to follow". Requires Library Card for access.

Plan Your Estate, Nolo, 2012. Includes information on beneficiaries, wills, avoiding probate, living trusts, life insurance, and more. Requires Library Card for access.

Saving the Family Cottage, A Guide to Succession Planning for Your Cottage, Cabin, Camp or Vacation Home, Nolo, 2013. Requires Library Card for access.

Your Complete Guide to Leaving An Inheritance for Your Children & Others: What You Need to Know Explained Simply, Atlantic Publishing, 2008. Requires Library Card for access.

Your Massachusetts Wills, Trusts & Estates, Atlantic Publishing, 2009. Requires Library Card for access.

Wills and Estate Administration

Conflicts, Competence and Confidentiality in Will Drafting, Mass. Board of Bar Overseers. "When a lawyer is consulted to prepare a will for a testator, the fact that the lawyer also represents a potential beneficiary can create other issues that may also require attention, depending upon the circumstances."

The Executor's Guide: Settling a Loved One's Estate or Trust, Nolo, 2012. Gives an overview to being an executor. Includes information on taking inventory, what to do if there is no will, taxes, claiming benefits and more. Requires Library Card for access.

MUPC Estate Administration Procedural Guide, Administrative Office of the Probate and Family Court, March 2012. This 139-page manual "contains a wealth of information and a detailed description of the Massachusetts Uniform Probate Code and how it is to be implemented in the Probate and Family Court."

Procedural Advisory on Estate Administration Matters, Probate and Family Court Department, October 26, 2012. Provides a general summary of changes to the MUPC as a result of St.2012, c.140, signed July 8, 2012. Forms are included in the Court's main Wills, Estates and Trusts Forms page.

Quick and Legal Will Book, Nolo, 2011. This book provides fill-in-the-blank forms and instructions for making a basic will. Also available in print form. Requires Library Card for access.

Intestate Succession

Cosgrove v. Hughes, 78 Mass. App. Ct. 739 (2011). "If a decedent has acknowledged paternity of a person born out of wedlock . . . that person is heir of his father." The child does not have to prove a biological connection.

Print Sources

Drafting Estate Plans Under the new MUPC & the new MUTC, MCLE, 2013.

Drafting Wills and Trusts in Massachusetts, MCLE, loose-leaf.

Massachusetts Estate Planning, Will Drafting and Estate Administration Forms: Practice, Lexis, Loose-leaf.

Massachusetts Probate Manual, 3d ed., MCLE, 2012-

The New Massachusetts Uniform Probate Code, MCLE, 2011.

The new MUPC is here... and now, MCLE, 2012.

The New MUPC for Paralegals, MCLE, 2011.

Planning for the Vacation Home, MCLE, 2013.

Probate Issues Resolved Under the MUPC: Answers to the informal probate process, at last!, Mass. Bar Institute, 2013.

Trials and Tribulations of Estate Administration Under the MUPC, Suffolk, 2012.