$0 Virginia — Probate Quick-Start Checklist

How Long Does Probate Take in Virginia?

Most executors want an answer to one question above all others: when will this be over? The honest answer for Virginia probate is twelve to eighteen months for a straightforward estate, longer if disputes arise, real estate requires a court-ordered sale, or a Medicaid lien needs negotiation. Here is why — and the exact statutory deadlines driving the timeline.

The Court's Role in Setting Your Timeline

Virginia does not give executors discretion about when to file. The statute dictates hard deadlines from the moment you qualify at the Circuit Court. Miss them, and the Commissioner of Accounts — the court-appointed attorney who supervises your work — can compel compliance and assess penalties. The timeline below assumes you qualify on day one.

Month 1: Qualification and Immediate Duties

Day 1 — Qualification: You appear at the Circuit Court Clerk's office in the decedent's jurisdiction, present the will (if there is one), the death certificate, identification, and an asset estimate. The clerk issues your Certificate of Qualification (Virginia's equivalent of Letters Testamentary), collects the state probate tax of $1.00 per $1,000 of estate value above $15,000, and records your oath of office.

Within 30 days of qualification: You must mail written Notice of Probate by first-class mail to every heir at law, every beneficiary named in the will, and the surviving spouse. This is not optional. The notice informs them that the estate has been opened and advises them of their right to request copies of filings.

Practical tasks in this first month that run parallel to the legal obligations: opening a dedicated estate checking account with the estate's federal Employer Identification Number (EIN), sending death certificates to financial institutions to freeze accounts and request balance statements, and notifying the Social Security Administration and any pension or annuity payers of the death.

Month 4: Inventory and Affidavit of Notice

4 months from qualification date: Two deadlines converge here.

The Affidavit of Notice (Form CC-1617) — your sworn proof that you mailed the Notice of Probate to all required parties — is due to the Probate Clerk.

The Inventory for Decedent's Estate (Form CC-1670) — a comprehensive listing of all personal property under your control, valued at fair market value as of the date of death — is due directly to the Commissioner of Accounts. This is not sent to the Circuit Court; the Commissioner is a separate office.

The inventory must list assets at date-of-death values regardless of current market conditions. Bank accounts are reported at the date-of-death balance. Brokerage accounts use closing price on the date of death. Real estate under a power of sale in the will uses a date-of-death appraised value. No deductions for mortgages, liens, or encumbrances are permitted — those are listed separately.

Missing this deadline triggers a letter from the Commissioner demanding explanation and potentially a show-cause order.

Free Download

Get the Virginia — Probate Quick-Start Checklist

Everything in this article as a printable checklist — plus action plans and reference guides you can start using today.

Months 4–12: Creditor Period and Estate Administration

6 months from qualification: The single most important milestone for risk management. Under Virginia law, creditors generally have one year from your qualification date to file claims (or six months from the date you give them direct written notice, whichever is later). Distributing assets to beneficiaries before this six-month mark — without completing the formal Debts and Demands process — exposes you to personal liability if a valid creditor surfaces afterward and the estate has been depleted.

The prudent approach is to hold estate assets during this period while you:

  • Collect all incoming mail and identify outstanding debts
  • Contact known creditors in writing to start their six-month notice period
  • Request the Commissioner of Accounts schedule a Debts and Demands hearing if you want court protection

The Debts and Demands/Show Cause Process (optional but protective): After six months have passed and the inventory has been filed, you can petition the Circuit Court for a Show Cause Order. The court publishes notice in a local newspaper for two consecutive weeks, requiring any unknown creditors to appear or be barred. If no one appears, the court enters an Order of Distribution. This order legally shields you from personal liability against future claims — it is the executor's best protection and worth the effort in any estate with meaningful assets.

Month 16: First Annual Accounting

16 months from qualification date: The Account for Decedent's Estate (Form CC-1680) is due to the Commissioner. This covers your first 12 months of administration and must document every financial transaction: every dollar received (from bank closures, investment liquidations, rental income), every dollar disbursed (funeral expenses, taxes, creditor payments, executor compensation), and every distribution to beneficiaries. The Commissioner reviews every line item and requires backup documentation — bank statements, receipts, canceled checks.

The accounting fee is substantial and calculated based on total assets from inventory plus additions (including capital gains and new receipts):

  • Estates under $50,000: $275
  • $50,001 to $100,000: $550
  • $100,001 to $200,000: $675
  • $300,001 to $500,000: $1,030
  • $700,001 to $1,000,000: $1,650
  • Above $1,000,000: $1,650 plus 0.075% of the excess

The Statement in Lieu shortcut: If you are also the sole residuary beneficiary, you can substitute a Statement in Lieu of Settlement of Account (Form CC-1681) for the full accounting. This sworn, notarized document simply confirms that all debts have been paid and the estate has been distributed. The Commissioner's fee for this filing is a flat $250 regardless of estate size.

Months 16–24: Subsequent Accountings and Final Closure

If the estate is not fully wound up by the 16-month accounting, you file subsequent annual accountings until every dollar is accounted for and distributed. Each subsequent accounting covers the following 12-month period and is subject to the same percentage-based Commissioner fees.

Estates typically close between 14 and 24 months, with the most common completion point around 18 months. Estates with contested wills, active real estate litigation, Medicaid claims, or complex business interests routinely take two to three years.

Factors That Lengthen the Timeline

Medicaid estate recovery: If the decedent received Virginia Medicaid (administered by the Department of Medical Assistance Services) after age 55, DMAS will file a claim against the estate. Negotiating hardship waivers or installment payment agreements adds months.

Real estate partition actions: If multiple heirs inherit real property and cannot agree on disposition, any one of them can file a partition action asking the court to force a sale. Partition litigation adds six to eighteen months.

Will contests: A challenger can file a proceeding to contest the validity of the will (called probate "in solemn form" in Virginia). The estate cannot be distributed during litigation. Will contests are expensive and can take years.

Out-of-state assets: Personal property located in other states may require ancillary probate proceedings in those states, adding parallel timelines.

Tax returns: The decedent's final federal and state income tax returns (Form 1040 and Virginia Form 760) are due April 15 of the year following death. If the estate generates income during administration, a federal estate income tax return (Form 1041) may also be required annually. For estates exceeding the federal exemption, IRS Form 706 is due nine months from the date of death. A six-month extension is available.

A Realistic Calendar

For a straightforward Virginia estate with no disputes, no Medicaid claims, and no real estate requiring court involvement:

Milestone Approximate Timing
Qualification at Circuit Court Week 1–2
Notice to heirs mailed Within 30 days
Inventory filed Month 4
Creditor period clears Month 6
Final tax returns filed April 15 following death
First accounting filed Month 16
Order of Distribution Month 16–18
Final distributions to heirs Month 18–20

Staying on schedule in Virginia probate requires knowing each deadline before it arrives. The Virginia Probate Process Guide provides a month-by-month executor checklist covering every filing, every fee, and every step the Commissioner of Accounts expects — so nothing falls through the cracks.

Get Your Free Virginia — Probate Quick-Start Checklist

Download the Virginia — Probate Quick-Start Checklist — a printable guide with checklists, scripts, and action plans you can start using today.

Learn More →