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Utah Probate Types: Informal, Formal, Supervised and Small Estate

Utah runs the Uniform Probate Code, so the first question is not how much the estate is worth but how much court involvement it needs. Informal probate is granted by a registrar without a hearing, and only a contest or a demand pushes an estate up to a judge.

Compare eligibility, timing, court involvement, and local verification points

How to Compare Utah Probate Types

Two structural facts shape every Utah estate. The forum never varies: Utah Code § 75-1-302 gives the district court jurisdiction over all subject matter relating to estates of decedents, Utah Code § 78A-5-102(1) makes that court one of general jurisdiction, and Utah Code § 78A-5-101(2)(b) puts a district court in the county seat of each of the 29 counties across eight judicial districts. There is no separate probate court in Utah and no county-level probate forum, so a page that sends a Utah reader to a probate court is sending them to a building that does not exist.

The second fact is that informal is the default and it is not a hearing. Under Utah Code §§ 75-3-306, 75-3-307 and 75-3-310 an application for informal probate and informal appointment goes to the REGISTRAR of the district court rather than to a judge. The clerk mails notice to the heirs and devisees who have not waived it, and the registrar grants the probate or the appointment 10 days after the date of that notice. Where everybody entitled to notice has waived it in writing, the registrar may appoint once 120 hours have passed since the death. The fee is $375 under Utah Code § 78A-2-301(1)(a), and it is the same figure informal or formal.

Simplified Path vs Formal Path at a Glance

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CategorySimplified PathFormal PathWinner
Who decides itThe registrar of the district court, on an application, with no hearing and nobody appearingA district judge, at a hearing fixed by the court, with notice under Utah Code §§ 75-1-401 and 75-3-403 and publication to unknown personsSimplified Path
Cost to open$375 under Utah Code § 78A-2-301(1)(a)$375 under the same subsection, plus $170 for an objector claim for relief and $250 for a civil jury demandSimplified Path
How fast it starts10 days after the clerk mails notice to heirs and devisees, or 120 hours after the death where everyone has waived notice in writingAs fast as the court can set a hearing and notice can be given, which is measured in weeks rather than daysSimplified Path
When it settles a fightIt does not. An interested person can demand a formal proceeding, and the informal route gives wayIt does. A judge determines testacy and appointment on the record, which is the point of paying for itFormal Path
Real propertyHandled, with letters issued by the registrar in the ordinary wayHandled, and the safer choice where title is doubtful or an heir is unlocatedTie
Closing the estateA verified closing statement no earlier than four months after appointment, under Utah Code § 75-3-1003(1)The same closing rules apply, except in supervised administration, which may not close by the § 75-3-1003 statement at allTie
AccountingsNone routinely required, and any accounting under Utah Code §§ 75-3-1001, 75-3-1002 or 75-3-1003 is waivable on the written consent of all distributeesThe same waiver applies, but supervised administration is where the court actually orders accountings, at $15 to $175 each under Utah Code § 78A-2-301(1)(r)Simplified Path

Main Utah Probate Options

Informal Probate and Informal Appointment

Utah Code §§ 75-3-306, 75-3-307 and 75-3-310

Any estate that needs letters and has nobody objecting, which is most Utah estates

Threshold: No dollar threshold. The ordinary route for an uncontested Utah estate, with or without a will.

Filing Fee: $375 under Utah Code § 78A-2-301(1)(a), the same in all 29 counties

Timeline: About 6 to 12 months

Real Estate: Yes

Attorney: No statutory requirement; counsel is usual once there is real property to sell, a business to wind up or a disputed claim

Formal Testacy and Formal Appointment Proceedings

Utah Code § 75-3-107, with notice under Utah Code §§ 75-1-401 and 75-3-403

A contested will, an unclear heirship, or any estate where somebody has demanded that a judge decide

Threshold: No dollar threshold. Used where the will is contested, the estate is complicated, or an interested person demands a hearing.

Filing Fee: $375 under Utah Code § 78A-2-301(1)(a), plus $170 for an objector filing a claim for relief under § 78A-2-301(1)(d)(iii) and $250 for a demand for a civil jury under § 78A-2-301(1)(s)

Timeline: About 9 to 18 months

Real Estate: Yes

Attorney: No statutory requirement; a contested testacy proceeding is where counsel usually becomes the real cost

Supervised Administration

Utah Code § 75-3-1003 (which the supervised estate may NOT use to close)

A beneficiary who cannot be left to trust the representative, a conflicted fiduciary, or an estate the court wants to see before distribution

Threshold: No dollar threshold. Ordered by the district court where continuing supervision is warranted.

Filing Fee: $375 under Utah Code § 78A-2-301(1)(a), plus $15, $30, $50, $90 or $175 for each accounting the court requires under § 78A-2-301(1)(r)

Timeline: Longer than an informal estate, and set by the supervision the court orders rather than by a statutory clock

Real Estate: Yes

Attorney: No statutory requirement; supervision is ordered where the court or the parties already think the estate needs watching

Small Estate Affidavit (Collection of Personal Property by Affidavit)

Utah Code § 75-3-1201, with the protection for the payer at Utah Code § 75-3-1202

A modest estate held in accounts, wages, vehicles and belongings, where nobody needs letters and no land has to change hands

Threshold: A net whole-estate value of $100,000 or less, measured on the entire estate subject to administration, wherever located, less liens and encumbrances. Thirty days must have elapsed since the death, no appointment may be pending or granted in any jurisdiction, and the signer must be a successor entitled to the property.

Filing Fee: $0. Nothing is filed, so nothing is charged. A notary signature is required

Timeline: About 1 to 2 months, floored by the 30-day wait

Real Estate: No

Attorney: No

Small Estates: Summary Administrative Procedure

Utah Code §§ 75-3-1203 and 75-3-1204

An estate that is genuinely exhausted by the family allowances, the funeral bill and the last illness, where the alternative is administering nothing for months

Threshold: NO DOLLAR FIGURE EXISTS. Available where the inventory and appraisal show that the value of the entire estate, less liens and encumbrances, does not exceed the SUM of the homestead allowance, exempt property, the family allowance, costs and expenses of administration, reasonable funeral expenses, and reasonable and necessary medical and hospital expenses of the last illness. For a death in 2026 the two fixed components are a $33,700 homestead allowance and $22,500 of exempt property, a floor of $56,200; the rest are variable.

Filing Fee: $375 to open the estate under Utah Code § 78A-2-301(1)(a). The summary closing statement adds nothing

Timeline: About 4 to 8 months, because the appointment and the inventory come first even though the creditor wait does not

Real Estate: Yes

Attorney: No statutory requirement; worth counsel because distributing without notifying creditors is a judgment call with consequences

* Utah charges ONE flat statewide fee to open a decedent estate and takes no probate tax. Utah Code § 78A-2-301(1)(a) prices a civil complaint or petition invoking the jurisdiction of a court of record at $375, a probate petition is such a petition, and § 78A-2-301(2) adds that there is no fee for a service or filing the section does not list. The figure is the same informal or formal and the same in all 29 counties. Section 78A-2-301 does contain an estate-value ladder and it is NOT the fee to open probate: § 78A-2-301(1)(r) charges $15, $30, $50, $90 or $175 for filing an ACCOUNTING required by law, which an ordinary informal Utah estate never files and which Utah Code § 75-3-1003(3) lets all distributees waive in writing. The small estate affidavit under § 75-3-1201 costs nothing at all, because it is not filed with a court.

Unfamiliar terms in the comparison? The Utah probate glossary defines them in plain language.

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Frequently Asked Questions

What are the main Utah probate types?
Three court routes and two small-estate routes. Informal probate and informal appointment under Utah Code §§ 75-3-306, 75-3-307 and 75-3-310 is the default: the registrar of the district court decides it on an application, without a hearing, 10 days after the clerk mails notice to heirs and devisees. Formal testacy and formal appointment proceedings put the same questions to a district judge where the will is contested or an interested person demands a hearing. Supervised administration keeps the representative under the continuing authority of the court, which must approve distribution. Beside those sit the § 75-3-1201 affidavit for an estate of $100,000 or less net of liens, and the § 75-3-1203 summary administrative procedure, which has no dollar figure at all.
Which court hears probate in Utah?
The district court, in all 29 counties, and there is no alternative. Utah Code § 75-1-302 gives the district court jurisdiction over all subject matter relating to estates of decedents, protection of minors and incapacitated persons, and trusts. Utah Code § 78A-5-102(1) makes it a trial court of general jurisdiction with original jurisdiction in all matters civil and criminal, and Utah Code § 78A-5-101(2)(b) puts a district court in the county seat of each county, grouped into eight judicial districts. Utah has no separate probate court and no county-level probate forum. Venue is the county of the decedent domicile at death under Utah Code § 75-3-201, or, for a decedent not domiciled in Utah, any county where property was located at death.
What is the difference between informal and formal probate in Utah?
Who decides it, and whether anybody appears. Informal probate is granted by the REGISTRAR of the district court on an application with no hearing: the clerk mails notice to the heirs and devisees who have not waived it, and the registrar acts after 10 days from the date of that notice, or, where everyone has waived notice in writing, once 120 hours have passed since the death. A formal proceeding is litigated before a district judge, who fixes a time and place of hearing, with notice under Utah Code §§ 75-1-401 and 75-3-403 to the surviving spouse, the children and other heirs, the devisees and executors named in any will offered for probate, and any personal representative whose appointment has not been terminated, plus publication to unknown persons. The filing fee is $375 either way.
Does Utah require a notice to creditors?
No, and Utah is unusual in that. Utah Code § 75-3-801(1)(a) says the personal representative MAY publish a notice to creditors, and § 75-3-801(3) says the personal representative is not liable to any creditor or to any successor for giving or failing to give the notice. Publishing is what buys the short bar: creditors then have three months from the first publication, with the notice running once a week for three successive weeks in a newspaper of general circulation in the county and for three weeks on the Utah Public Notice Website under Utah Code § 45-1-101. A creditor given written notice by mail or delivery has the later of 90 days from the published notice or 60 days from the mailing. Skipping publication does not erase the debts, it leaves the outer bar running: Utah Code § 75-3-803(1) bars a claim arising before the death unless presented within the EARLIER of one year after the death and the § 75-3-801 periods.
How long does a Utah estate have to stay open?
The statutory floor is four months, and it comes from the closing rule rather than from the creditor rule. Utah Code § 75-3-1003(1) provides that a personal representative may file a verified closing statement no earlier than four months after the date of original appointment. Where the estate publishes a notice to creditors, that three-month period runs from the first publication and usually finishes inside the same four months. A planning estimate for an ordinary informal Utah estate is about 6 to 12 months; a contested or supervised matter commonly runs about 9 to 18. Utah also puts an outer limit on starting: Utah Code § 75-3-107 generally bars a probate or appointment proceeding commenced more than three years after the death.
Does a Utah estate have to file an accounting?
Not in an ordinary informal administration. Utah requires an inventory within three months after appointment under Utah Code § 75-3-705, showing the fair market value of each item at the date of death and any encumbrance, and the personal representative sends a copy to interested persons who request it and MAY file the original with the court, which is optional. There is no routine periodic accounting. An accounting arises in supervised administration and in conservatorships, and Utah Code § 75-3-1003(3) lets any accounting required under Utah Code §§ 75-3-1001, 75-3-1002 or 75-3-1003 be waived where all distributees consent in writing. Where one is filed, the fee is the estate-value ladder in Utah Code § 78A-2-301(1)(r): $15, $30, $50, $90 or $175.
What is the Utah small estate affidavit and when does it work?
It is the route that skips the court entirely. Utah Code § 75-3-1201(1) requires a person holding tangible personal property of the decedent, or owing the decedent a debt, to pay or deliver it to a claiming successor presenting a compliant affidavit, once 30 days have elapsed since the death, the value of the entire estate subject to administration, wherever located, less liens and encumbrances, does not exceed $100,000, no appointment is pending or granted in any jurisdiction, and the signer is a successor entitled to the property. It is not filed with a court and costs nothing. It cannot convey real property, though real property counts toward the $100,000, and water company shares transferred under Section 73-1-10 or Title 70A, Chapter 8 are not eligible for transfer under this part.
Does Utah have a summary administration?
It does, and it has no threshold you can look up. Utah Code § 75-3-1203 makes the summary administrative procedure available where the inventory and appraisal show that the value of the entire estate, less liens and encumbrances, does not exceed the SUM of the homestead allowance, exempt property, the family allowance, costs and expenses of administration, reasonable funeral expenses, and reasonable and necessary medical and hospital expenses of the last illness. The personal representative may then distribute without notifying creditors and close by the verified statement in Utah Code § 75-3-1204. Two components are fixed for a year of death and indexed under Utah Code § 75-1-110, so for a 2026 death the homestead allowance is $33,700 and exempt property is $22,500, a floor of $56,200. The others are inherently variable, which is why the route has to be worked out estate by estate rather than compared against a number.
How much does it cost to open probate in Utah?
$375, whatever the estate is worth and whichever county it is in. Utah Code § 78A-2-301(1)(a) prices any civil complaint or petition invoking the jurisdiction of a court of record and not governed by another subsection, and a probate petition is one, informal or formal. Utah Code § 78A-2-301(2) closes the gap in terms: there is no fee for a service or the filing of a document not listed in that section or otherwise provided by law. Utah levies no probate tax and no value-based probate filing fee. Watch out for the estate-value ladder in § 78A-2-301(1)(r), which is the fee for filing an ACCOUNTING and not the fee to open probate; publishing it as a probate filing fee would advertise a $15 Utah probate.
Does Utah charge an estate or inheritance tax?
Neither. Utah imposes no estate tax and no inheritance tax. The old Utah death tax was a pick-up tax that took part of the federal credit for state death taxes, the federal credit was phased out so the Utah tax had no base after December 31, 2004, and the statute that carried it, Utah Code Title 59, Chapter 11, was repealed effective May 6, 2026. The Utah State Tax Commission states that Utah inheritance tax returns do not need to be filed and that Utah does not require an inheritance tax waiver. A Utah estate can still owe a final individual income tax return for the year of death, a fiduciary return on Utah form TC-41 where the estate must file a federal Form 1041, and a federal estate tax return where the estate is large enough.

Important: Choosing the county in Utah decides the courthouse and nothing else. The forum is the district court in all 29 counties under Utah Code § 75-1-302 and Utah Code § 78A-5-102(1), with a district court sitting in the county seat of each county under Utah Code § 78A-5-101(2)(b), grouped into eight judicial districts. The fee is statewide: Utah Code § 78A-2-301 sets one schedule and no county may add a probate surcharge to it. Venue for the first informal or formal testacy or appointment proceeding is the county where the decedent was domiciled at death, and, where the decedent was not domiciled in Utah, any county where the decedent property was located at death, under Utah Code § 75-3-201. Later proceedings stay where the first one was unless the case is transferred. What is genuinely local sits outside the court: newspaper publication of the notice to creditors is priced by the newspaper and by no statute, and recording a deed out of the estate goes to the county recorder under Utah Code § 17-71-407 at $40 per instrument, plus $5 in a county of the second through sixth class, which is a different office from the court in every county.

Legal Authority: Utah Code § 75-1-302 (subject matter jurisdiction), Utah Code § 75-3-201 (venue), Utah Code §§ 75-3-306, 75-3-307 and 75-3-310 (informal probate and informal appointment), Utah Code § 75-3-107 (formal proceedings and the three-year ultimate time limit), Utah Code §§ 75-1-401 and 75-3-403 (notice in a formal proceeding), Utah Code § 75-3-705 (inventory), Utah Code §§ 75-3-801 and 75-3-803 (notice to creditors and the limitation on claims), Utah Code § 75-3-1003 (closing by sworn statement and waiver of accountings), Utah Code § 75-3-1201 (collection of personal property by affidavit), Utah Code §§ 75-3-1203 and 75-3-1204 (the summary administrative procedure and its closing statement), Utah Code § 75-3-718 (compensation) and Utah Code § 78A-2-301 (civil fees of the courts of record). Last Verified: August 2026.

SourcesOfficial references used for this page

This content is for informational purposes only and is not legal advice or a substitute for attorney review. Laws and fees may change. Verify current requirements with your local court clerk before filing.