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Washington, DC — International Practice

What Is Probate and How Does It Work in Washington DC?

Probate Process

Probate is the court-supervised process of settling a person’s affairs after death: proving the will, appointing someone to act, identifying assets, paying creditors and taxes, and distributing what remains. In the District it runs through the Superior Court, and how long it takes depends far more on the size and character of the estate than on whether a will exists.

What Probate Actually Is

The process opens when an interested person petitions the Probate Division, which handles decedents’ estates from Court Building A at 515 Fifth Street NW. The court appoints a personal representative, the District’s term for an executor, and that person then carries the administration forward under statutory deadlines.

Appointment is not automatic on filing. Under D.C. Code § 20-501, the representative must file a statement accepting the duties of the office, any required bond, and written consent to personal jurisdiction in the District. Separately, the original will must be filed with the Probate Clerk’s Office, and the court asks that this happen within 90 days of death. Filing the will and opening an estate are two different steps.

Which Assets Go Through Probate

Only property that the decedent owned individually, with no surviving co-owner and no named beneficiary, is subject to probate.

That excludes a great deal. Retirement accounts, life insurance, and payable-on-death accounts pass by beneficiary designation. Jointly held property with survivorship rights passes to the survivor. Assets titled in a living trust pass under the trust. What typically remains is a solely owned home, individual bank and brokerage accounts, vehicles, personal property, and business interests held in the decedent’s own name.

Families are often surprised by how small the probate estate turns out to be, and equally surprised when a single overlooked account forces the whole process open. That asymmetry is the argument for planning around probate in advance.

Small Estates

The District offers a simplified track. Under D.C. Code § 20-351, an estate qualifies as a small estate when the property subject to administration is valued at $80,000 or less, a threshold raised from $40,000 by the Strengthening Probate Administration Amendment Act of 2024, effective March 2025.

The increase matters more than the number suggests. It moved a meaningful share of District estates out of full administration and into a faster, less expensive procedure with lighter reporting. Whether an estate qualifies depends on probate assets alone, not on the total value of everything the person owned.

Abbreviated and Formal Probate

Larger estates follow one of two paths. An abbreviated probate proceeding, governed by D.C. Code § 20-311, covers probate of a will or a determination of intestacy together with appointment of a personal representative, and it may proceed without the prior notice that formal probate requires. Most uncontested estates begin here.

Formal probate, which the code previously called standard probate, requires notice before the proceeding starts and becomes mandatory when a will’s validity is questioned, when the abbreviated petition is materially incomplete or incorrect, or when an interested person demands it. It is slower and more expensive, and it is the track a will contest travels.

Administration itself can be supervised or unsupervised. Supervised administration involves court review of the inventory and accounts. Unsupervised administration shifts those filings to interested persons and moves faster.

The Personal Representative’s First Obligations

The clock starts at appointment. Under D.C. Code § 20-711, the representative must prepare a verified inventory of the decedent’s property within three months, listing each item, describing it in reasonable detail, stating fair market value as of the date of death, and identifying encumbrances.

Notice of appointment must be published and sent to interested persons, assets must be secured and insured, and tax filings must be tracked, including the District estate tax return where the estate exceeds the local threshold discussed under estate taxes. The full sequence appears under estate administration.

Creditor Claims and the Six-Month Bar

This provision drives the timeline more than any other. Under D.C. Code § 20-903, claims against a decedent’s estate are barred unless presented within six months after the date of the first publication of notice of the appointment of a personal representative.

Two exceptions matter. The bar does not affect enforcement of a mortgage, judgment, or other perfected security interest. And a claim covered by the decedent’s liability insurance is not barred if the claimant sues within the ordinary limitations period, though recovery is capped at the policy proceeds.

Because distribution before the period closes exposes the representative personally, most estates simply wait out the six months.

How Long It Takes and What It Costs

A straightforward estate typically closes in nine months to a year and a half. The creditor period consumes six months of that, tax clearances add time, and real property that must be sold adds more. Contested matters run considerably longer.

Costs include court fees, publication, bond premiums where required, appraisals, and professional fees. Choosing a capable personal representative shortens the process more reliably than anything else, since delay usually comes from inaction rather than from the court.

Property Outside the District

Real property in another state generally requires an ancillary proceeding in that state, which means a second administration on a second timetable. Property held abroad follows the succession law of that country, which may not recognize a District appointment at all and may apply forced heirship rules regardless of the will. Families with holdings in more than one jurisdiction should address this in advance through international estate planning.

A Washington DC estate planning attorney can structure an estate so that little or nothing needs to pass through this process. Contact our office to schedule a consultation.

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