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Legal & Financial

What to Do When Someone Dies in Massachusetts

Reviewed by Everendium Editorial Team · Last reviewed August 18, 2026

Quick answer

Massachusetts probate is handled through the Probate and Family Court, and the state's adoption of the Uniform Probate Code allows an 'informal probate' option for many straightforward estates. Massachusetts has its own state estate tax with a notably low exemption and a 'cliff' feature similar to New York's, meaning it can affect estates that owe no federal estate tax.

Massachusetts offers a relatively efficient probate process for straightforward estates, paired with one of the more significant state estate tax considerations in the country.

Death certificates

Certified death certificates in Massachusetts are issued through the Massachusetts Registry of Vital Records and Statistics, or often through the local city or town clerk. The funeral home typically handles ordering these on your behalf.

Informal probate

Massachusetts adopted the Uniform Probate Code, which allows many straightforward, uncontested estates to go through an informal probate process — generally faster than a formal probate proceeding requiring more court involvement. This benefits many families with a valid, uncontested will and no significant disputes.

Massachusetts’s estate tax — a genuinely important consideration

This is worth taking seriously even for moderately sized estates: Massachusetts’s state estate tax exemption is considerably lower than the federal exemption, meaning many estates owing no federal estate tax may still owe Massachusetts estate tax. Like New York, Massachusetts also has a “cliff” feature — exceeding the exemption threshold by a certain margin can subject the entire estate to tax, not just the amount above the threshold. This is genuinely worth discussing with an estate attorney, even for estates that might not seem large enough to worry about at the federal level.

Simplified process for small estates

Massachusetts offers a voluntary administration process for smaller qualifying estates, allowing simplified handling without full formal administration.

Where to get help

  • Massachusetts Registry of Vital Records and Statistics for death certificate questions
  • The Probate and Family Court in the relevant county for probate questions
  • Massachusetts Bar Association for attorney referrals, including estate and probate specialists

Massachusetts law can change, and specific tax exemptions are adjusted periodically. This is general educational information, not legal or tax advice — please consult a Massachusetts-licensed attorney for guidance specific to your situation.

Frequently asked questions

How do I get a death certificate in Massachusetts?+

The funeral home typically orders certified copies through the Massachusetts Registry of Vital Records and Statistics, or the local city/town clerk, on your behalf.

What is 'informal probate' in Massachusetts?+

Massachusetts adopted the Uniform Probate Code, which allows many straightforward, uncontested estates to go through a simplified 'informal probate' process, generally faster than formal probate proceedings that require more court involvement.

Why is Massachusetts's estate tax considered notable?+

Massachusetts has a state estate tax with an exemption amount that's considerably lower than the federal exemption, meaning many estates that owe no federal estate tax may still owe Massachusetts estate tax. It also includes a 'cliff' feature, similar to New York, where exceeding the threshold can subject the entire estate to tax rather than just the excess amount.

Is there a simplified process for small estates?+

Yes — Massachusetts offers a voluntary administration process for smaller qualifying estates, allowing simplified handling without full formal administration.

Sources

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