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Estate Planning & Probate Exhibit Stamping

You are contesting a will. The original will, two codicils, the trust amendment, account statements and the capacity evaluation have to be marked for the probate hearing, and several signatures sit exactly where a stamp would usually go.

Organize and stamp exhibits for probate and estate litigation. From wills to financial records, prepare court-ready exhibits for trust disputes and will contests.

Key facts at a glance
  • Estate Planning cases commonly use exhibits such as Estate Documents, Asset Inventories, Financial Records, Beneficiary Documents.
  • ExhibitPrep processes estate planning exhibits entirely in the browser, so documents never leave the user's computer.
  • ExhibitPrep includes 29 exhibit stamp templates, covering plaintiff, defendant, petitioner, respondent, and deposition formats.
  • Batch stamping in ExhibitPrep applies sequential exhibit labels to multiple PDFs in one pass.
  • ExhibitPrep's Trial Binder mode produces alphabetic exhibit labels (A, B, C), per-exhibit page numbering, and an auto-generated table of contents.
  • The Probate Exhibit Workflow in ExhibitPrep has 4 steps: Gather Documents, Upload to ExhibitPrep, Apply Template, Export & File.
  • A free Estate Planning & Probate Checklist PDF is available for download from ExhibitPrep.
29 legal exhibit templates

What goes wrong with estate planning exhibits, and how it is handled

  • What goes wrongA stamp over a signature, a date or a notary block damages the very thing the exhibit proves.

    How ExhibitPrep handles itDrag the stamp anywhere on the page or choose a preset; the preview shows the page you will download, so the stamp can be kept clear of signatures, figures and existing page numbers.

  • What goes wrongOlder documents are scans of varied page sizes.

    How ExhibitPrep handles itSet the stamp size once for the set, make it readable without covering document content, and check mixed page sizes in the finished preview.

  • What goes wrongThe petitioner's and the contestant's exhibits carry different labels.

    How ExhibitPrep handles itThe Plaintiff's, Defendant's, Petitioner's, Respondent's and Defense Exhibit templates name the side in the stamp header; the label sequence, and any prefix such as D- or PX-, are set once and applied to every exhibit in the set.

  • What goes wrongThe court wants an index of exhibits with the filing.

    How ExhibitPrep handles itThe Exhibit List is a captioned PDF built from the labels and titles you assigned; labels print exactly as assigned, and gaps or duplicates are flagged, never silently renumbered.

Essential tools for estate planning exhibits

Stamp exhibits

29 templates, with labels in the convention your court uses — 50 states and federal

How it works

Combine with a table of contents

One PDF in exhibit order, with an optional table of contents and clickable bookmarks

How it works

Exhibit list

A captioned Exhibit List PDF built from the labels and titles you assigned

How it works

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.

Get Free Checklist

Probate Exhibit Workflow

1

Gather Documents

Collect wills, trusts, inventories, and financial records as PDFs

2

Upload to ExhibitPrep

Batch upload estate documents and organize by category

3

Apply Template

Select appropriate template based on your role (petitioner/contestant)

4

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 Mode

See Batch Stamping in Action

Watch how to batch stamp wills, trusts, and financial records in under 20 seconds.

Real app demo · Fictional documents · Captions availablePreview your exhibits free
Watch full video

Ready to Try It?

Upload your estate documents and financial records. Preview free-purchase when you're ready to save.

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Estate Planning Exhibits by State

Each state has specific exhibit marking rules. Find your state's requirements:

CaliforniaTexasNew YorkFloridaIllinoisPennsylvaniaOhioGeorgiaWashingtonMassachusetts

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.

ExhibitPrep formats documents; it does not provide legal advice or filing approval. Some guidance remains unverified. Citations support only their stated claims and scope. Review the finished files against current court instructions and case orders before filing. Check requirements and the finished PDF before filing.