Lawyers Service Center, Inc.

Phone (781) 769-5908

Fax (781) 551-9035

Estate Administration Professional

Lawyers Service Center, Inc. is pleased to announce the latest version of its probate software program. Originally introduced in 1997 as the Estate Administration Assistant, the all-new Estate Administration Professional takes a new approach in that for each decedent's estate, or for each guardianship, a separate database will be created with all pertinent information. Information about the decedent or ward is entered first, including name, address, date of birth, date of death, etc.. Once entered a separate database is created for that case, additional inputs are then available listing all of the heirs-at-law, the fiduciaries, and other interested parties. The various forms are then accessed as well. All of the forms for the decedent or ward are listed in the database, making access to those forms easier and quicker.

Sample Decedent Info screen

A new "auto-fill" feature has been added making the completion of the various forms easier than ever before. When a form is first created you will have the option of having the program insert most of the relevant information directly onto the form. This includes the name and address of the decedent, the listing of the heirs-at-law, and pertinent information about the fiduciaries.

Initial form creation

By simply clicking on the 'Yes' button above, most of the pertinent information is placed onto each form in the correct place, saving the time of typing or copying it yourself. While some information will still need to be added, all the basic information can be input automatically. In some cases, the information may need to be adjusted somewhat due to space limitations of the form. Additionally, the "clipboard" feature is still available as well allowing you to copy information concerning each case onto any form. "User friendly" drop down menus also enable you to enter information more quickly without having to type everything in.

Sample form completed automatically by the program

Also included is a section for Tasks and Reminders. This section allows you to keep track of all pertinent dates relating to the estate. This may be particularly helpful if the information is stored on a central network and various users access and/or edit the decedent's information.

The forms available with the Estate Administration Professional include:

On December 19, 2011, the new Probate forms under the Massachusetts Uniform Probate Code were finally released. These new forms are to be used as of April 2, 2012. The changes made to the forms are voluminous. At this time, we are uncertain as to how quickly we will have the new forms available.

Decedent's Estate Forms

  • Petition for Administration (CJP-1) (11/09)
  • Administration De Bonis Non With The Will Annexed (CJP-4) (11/09)
  • Affidavit of Notice to Devisees and Legatees (CJP-14) (4/89)
  • Appointment of Agent (CJP-17) (5/97)
  • Affidavit of Cause (CJP-50) (3/04)
  • Declination (AC-71)
  • Allowance of Foreign Will (CJP-6) (11/09)
  • Notice of Claim (CJP-102)
  • Resignation of Fiduciary (CJP-74)
  • Petition for Special Administration (CJP-8) (11/09)
  • Petition for Probate of Will (CJP-2) (11/09)
  • Petition for Probate of Will – Administration with the Will Annexed (CJP-3) (11/09)
  • Sale of Real Estate (CJP-76) (11/09)
  • Voluntary Executor (CJP-7) (1/10)
  • Voluntary Administration (CJP-7A) (1/10)
  • Waiver of Will (CJP-66) (3/87)

Miscellaneous Probate Forms

  • Account (CJP-30) (cover page only)
  • Appearance (CJP-126)
  • Bond (CJP-26)
  • General Assent/Release of All Demands (CJP-21)
  • Information and Rights of Interested Parties (CJP-150)
  • Military Affidavit (CJP-148)
  • Petition and Order to Render Inventory-Account (CJP-68)
  • Petition for new Warrant (Inventory) (AC 37)
  • Uniform Counsel Certification form 

Tax Forms

Massachusetts

  • Massachusetts Estate Tax Return (M-706)
  • Affidavit of No Estate Tax Due
  • Application for Extension of Time to File Massachusetts Estate Tax Return (M-4768)
  • Application for Extension of Time to Pay Massachusetts Estate Tax (M-4768A)
  • Massachusetts Form M-792
  • Massachusetts Application for Certificate Releasing Estate Tax Lien (including updated version for decedents dying on or after January 1, 2003) (M-4422)
  • Massachusetts Power of Attorney (M-2848)

Federal

  • Application for Employer Identification Number (Form SS-4)
  • Taxpayer Certification (Form W-9) (Jan. 2011)
  • Application for Certificate Discharging Property Subject to Estate Tax Lien ( Form 4422)
  • Power of Attorney (Form 2848) (June 2008)

Related Forms

  • Petition for New Duplicate Certificate (Land Court LCP-2)
  • Registry of Motor Vehicles Affidavit of Surviving Spouse

Guardianship Forms

  • Petition for Appointment of Conservator MPC 130 (06/09)
  • Petition for Appointment of Guardian - MPC 120 (06/09)
  • Motion for Appointment of Temporary Guardian - MPC 320 (06/09)
  • Petition for Appointment of Guardian of Minor (MPC 140) (06/09)
  • Medical Certificate – Guardianship or Conservatorship (MUPC-400) (06/09)
  • Bond (MPC 801) (06/09)
  • Public Assistance Affidavit
  • Appointment of Agent (CJP-17)
  • Resignation of Fiduciary (CJP-74)
  • Request of Interested Party to Access Impounded Medical Information (MPC 303) (06/09)
  • Notarized Waiver and Consent to Petition for Guardianship of Minor - MPC 440 (06/09)
  • Notarized and Verified Consent or Nomination of Minor (MPC 441) (06/09)
  • Certificate of Service - MPC 500 (06/09)
  • Notice of Appointment of Temporary Guardian and/or Conservator and Notice of Right to Hearing (MPC 503) (06/09)
  • Notice of Hearing (MPC 504) (06/09)

If you wish to order the Estate Administration Professional, please complete and return the Order Form. The price for the software is $345.00, plus tax, shipping and handling. Please make your check payable to "Lawyers Service Center, Inc."

For frequently asked questions about the Estate Administration Professional program, click here.

For help in operating the Estate Administration Professional program, click here. (For current users, note that the most recent version of the program is Version 1.3.11. Notices of available updates are emailed periodically to registered users at the email address provided on your original order form. These updates are available for downloading as needed. If you do not have the most current version, check our update page.)

Last updated 1/8/2012