Estate Planning & Probate Exhibit Stamping
Organize and stamp exhibits for probate and estate litigation. From wills to financial records, prepare court-ready exhibits for trust disputes and will contests.
Common Estate Planning Exhibits
Estate Documents
Wills, trusts, codicils, powers of attorney
Asset Inventories
Property lists, appraisals, valuations
Financial Records
Bank statements, investment accounts, debts
Beneficiary Documents
Designation forms, distributions, claims
Why Probate Attorneys Use ExhibitPrep
- Historical document handling - Process older wills and trust documents with care
- Asset inventory organization - Organize complex estate inventories with clear labeling
- Trust accounting support - Stamp financial records for trust accounting proceedings
- Flexible positioning - Place stamps to avoid covering signatures and dates
- Family privacy - Sensitive estate documents stay on your device
Estate Planning & Probate Checklist
Download our free checklist for will contests, trust disputes, and probate proceedings. Essential document coverage.
Probate Exhibit Workflow
Gather Documents
Collect wills, trusts, inventories, and financial records as PDFs
Upload to ExhibitPrep
Batch upload estate documents and organize by category
Apply Template
Select appropriate template based on your role (petitioner/contestant)
Export & File
Download stamped exhibits for probate court filing
🆕 New: Trial Binder Mode
Create court-ready trial binders with alphabetic labels (A, B, C), per-exhibit page numbering (A1-A5), and drag-drop reordering. Great for estate planning trial preparation with auto-generated table of contents and exhibit titles.
Learn about Trial Binder ModeSee Batch Stamping in Action
Watch how to batch stamp wills, trusts, and financial records in under 20 seconds.
Ready to Try It?
Upload your estate documents and financial records. Preview free-pay only when you're ready to download.
Estate Planning Exhibits by State
Each state has specific exhibit marking rules. Find your state's requirements:
Estate Planning & Probate FAQ
What exhibits are most common in probate cases?
Wills, trust documents, asset inventories, financial statements, beneficiary designation forms, and correspondence regarding estate distributions are frequently used in probate and estate litigation.
How should I organize estate document exhibits?
Group chronologically: original will, codicils, trust amendments, then asset inventories and financial records. Stamp sequentially and include a comprehensive index.
Can I stamp historical wills and trust documents?
Yes! Convert historical documents to PDF first, then stamp them. ExhibitPrep's drag-and-drop positioning helps you avoid covering important signatures or dates.
How do I handle asset inventory exhibits?
Stamp each appraisal or valuation separately, or combine related assets into single exhibits. Create a summary schedule cross-referencing exhibit numbers to specific assets.
What about trust accounting exhibits?
Organize financial records by accounting period. Stamp bank statements, distributions, and accountings with sequential numbering. Consider creating summary exhibits for complex trusts.