What to Do When Someone Dies in Massachusetts

When a loved one passes away in Massachusetts, there are important legal and financial steps to take. Massachusetts is one of the few states with its own estate tax.

Massachusetts Quick Facts

Small Estate Threshold

$25,000

Probate Timeline

9-18 months

Death Certificate

$20 per copy

Order From

Massachusetts Registry of Vital Records

State Estate Tax

Yes

Inheritance Tax

No

Unique to Massachusetts

Massachusetts has a state estate tax with a $2 million exemption (one of the lowest thresholds)

Get the death certificate in Massachusetts

In Massachusetts, the funeral home files the death certificate with the city/town clerk where the death occurred. Certified copies cost $20 each. Request 10-15 certified copies.

Understand Massachusetts probate

Massachusetts probate typically takes 9-18 months. Small estates under $25,000 (personal property only) may qualify for voluntary administration. Massachusetts has an estate tax with a low $2 million exemption.

Handle financial accounts

Gather information about bank accounts, investment accounts, and retirement funds. Contact each financial institution with a certified death certificate. Accounts with named beneficiaries pass outside probate.

Frequently asked questions about Massachusetts estates

Neighboring state guides

Estate laws vary by state. If the deceased owned property in multiple states, you may need to file in each state.

Get your personalized Massachusetts checklist

Every situation is different. Answer a few questions and get a step-by-step plan specific to your state and circumstances.

Start Free - It Takes 2 Minutes

Know what to do next

Get the first 7 steps to take after someone dies — in order, in plain language.

No spam. Unsubscribe anytime.