Filing Fees

Roosevelt County, New Mexico

Fee Type	Amount
Filing fee for each probate case	$30.00

Judges & Officers

Kendall Terry

Probate Forms Library

55 fillable forms — scroll to browse

Form 4A-516 Letters of GuardianshipcountyDownload

Motion to Appoint Temporary Kinship Guardian(s)countyDownload

Motion to Revoke Kinship GuardianshipcountyDownload

Order Appointing Temporary Kinship GuardianscountyDownload

1041 — Accumulation Distribution for Certain Complex TrustsfederalDownload

1041-T — Allocation of Estimated Tax Payments to BeneficiariesfederalDownload

1041 — Alternative Minimum Tax — Estates and TrustsfederalDownload

Application For Burial BenefitsfederalDownload

SSA-4 — Application for Child's Insurance BenefitsfederalDownload

SF 2800 — Application for Death Benefits (CSRS)federalDownload

SF 3104 — Application for Death Benefits (FERS)federalDownload

Application For DIC, Survivors Pension And/Or Accrued BenefitsfederalDownload

SS-4 — Application for Employer Identification NumberfederalDownload

706 — Application for Extension of Time To File a Return and/or Pay U.S. Estate TaxesfederalDownload

SSA-10 — Application for Widow's or Widower's Insurance BenefitsfederalDownload

1041 — Beneficiary's Share of Income, Deductions, Credits, etc.federalDownload

1041 — Capital Gains and Losses (Estates and Trusts)federalDownload

706-CE — Certification of Payment of Foreign Death TaxfederalDownload

FE6 — Claim for Death Benefits (FEGLI)federalDownload

VA40-1330 — Claim For Standard Government Headstone Or MarkerfederalDownload

SF 2818 — Continuation of Life Insurance Coverage as AnnuitantfederalDownload

FE7 — Designation Of Beneficiary (FEGLI)federalDownload

SF 2823 — Designation Of Beneficiary Federal Employees' Group Life InsurancefederalDownload

FS 5336 — Disposition of Treasury Securities Belonging to a Decedent's Estate Being Settled Without AdministrationfederalDownload

8855 — Election To Treat a Qualified Revocable Trust as Part of an EstatefederalDownload

1041 — Estimated Income Tax for Estates and TrustsfederalDownload

706 — Generation-Skipping Transfer Tax (Form 706)federalDownload

706-GS — Generation-Skipping Transfer Tax Return for DistributionsfederalDownload

706-GS — Generation-Skipping Transfer Tax Return for TerminationsfederalDownload

8971 — Information Regarding Beneficiaries Acquiring Property From a DecedentfederalDownload

56 — Notice Concerning Fiduciary RelationshipfederalDownload

706-GS — Notification of Distribution From a Generation-Skipping TrustfederalDownload

1041-V — Payment Voucher (Estate or Trust)federalDownload

I-360 — Petition For Amerasian, Widow(er), Or Special ImmigrantfederalDownload

2848 — Power of Attorney and Declaration of RepresentativefederalDownload

FS 1455 — Request By Owner or Person Entitled to Payment for Reissue of United States Savings BondsfederalDownload

706 HAS — Request for Discharge From Personal Liability Under IRC 2204 or 6905federalDownload

4810 — Request For Prompt Assessment Under Internal Revenue Code Section 6501(d)federalDownload

FS 1522 — Special Form of Request for Payment of United States Savings and Retirement SecuritiesfederalDownload

SSA-721 — Statement of Death by Funeral DirectorfederalDownload

1310 — Statement of Person Claiming Refund Due a Deceased TaxpayerfederalDownload

706-NA — U.S. Estate Tax Return for Nonresident Not a Citizen of the U.S.federalDownload

706-QDT — U.S. Estate Tax Return for Qualified Domestic TrustsfederalDownload

1041 U — U.S. Income Tax Return for Estates and TrustsfederalDownload

1041-A — U.S. Information Return Trust Accumulation of Charitable AmountsfederalDownload

706-A — United States Additional Estate Tax ReturnfederalDownload

706 UNITED — United States Estate (and Generation-Skipping Transfer) Tax ReturnfederalDownload

709 — United States Gift (and Generation-Skipping Transfer) Tax ReturnfederalDownload

I97 — 4...ing a probate court case (Flow chart).New Mexico CourtsstateDownload

4B-101. Opening and closing a probate court case (Flow ...New Mexico CourtsstateDownload

4B-304-Order-for-informal-probate-of-will-and-appointment ...New Mexico CourtsstateDownload

3.1 — NEW MEXICO PROBATE JUDGES MANUAL 2013New Mexico CourtsstateDownload

Petition To Appoint Kinship GuardiansstateDownload

S:\Rules Web Site\Forms\Probate\probate\4B-101.wpdNew Mexico CourtsstateDownload

Probate Guide

Probate in Roosevelt County, New Mexico

The Roosevelt County Probate Court handles all matters related to the estates of deceased persons, including the validation of wills, appointment of executors and administrators, and the supervised distribution of assets. If you need to file for probate in Roosevelt County, NM, this guide covers what you need to know.

What Is Probate?

Probate is the legal process of settling a deceased person's estate. It involves validating the will (if one exists), identifying and inventorying assets, paying debts and taxes, and distributing remaining property to heirs and beneficiaries. In New Mexico, the probate court in each county oversees this process.

When Is Probate Required in New Mexico?

Probate is generally required when:

The deceased owned real estate solely in their name
The estate contains assets above New Mexico's small estate threshold
There are disputes among heirs or creditors
Assets are not held in a trust or joint tenancy

Steps to File for Probate in Roosevelt County

Locate the will (if one exists) and gather the death certificate
File a petition with the Roosevelt County Probate Court to open probate
Notify heirs and creditors as required by New Mexico law
Inventory the estate — identify all assets, debts, and liabilities
Pay debts and taxes — settle outstanding obligations from estate funds
Distribute remaining assets — according to the will or state intestacy laws
Close the estate — file a final accounting with the court

How Long Does Probate Take?

In New Mexico, probate typically takes 6 to 18 months depending on the complexity of the estate. Simple estates with no disputes may be resolved faster, while contested wills or complex asset distributions can take longer.

Do You Need a Probate Attorney?

While New Mexico does not always require an attorney for probate, it is strongly recommended, especially for estates with significant assets, real estate, business interests, or potential disputes. A local probate attorney familiar with Roosevelt County Probate Court procedures can help navigate the process efficiently.

Resources

For more information about the probate process, visit the Roosevelt County Probate Court directly or consult with a local probate attorney. You can also explore tools like EverSettled for step-by-step estate settlement guidance.

Additional Notes

The County Clerk works with the Probate Judge in filing informal probates. Contact Judge Terry by email or phone at 575-226-3995 or 575-760-3960. Forms may be purchased for probates with a will or without a will for $5.00 per packet, or download them online. The District Court is responsible for overseeing probate matters in New Mexico. The Probate Court hears informal probate and estate cases, and contested cases go to District Court.

Office Hours

Monday-Friday8:00 AM - 4:00 PM

FAQ

Where do I file for probate in Roosevelt County, NM?

Probate petitions for estates in Roosevelt County are filed at the Roosevelt County Probate Court. Contact the court directly for filing instructions and office hours.

How much does probate cost in Roosevelt County?

Probate filing fees in Roosevelt County, New Mexico vary based on the estate value and type of petition. Contact the probate court clerk for the current fee schedule.

How long does probate take in New Mexico?

Probate in New Mexico typically takes 6 to 18 months. Timeline depends on estate complexity, creditor claims, and whether the will is contested.

Can I avoid probate?

Assets held in trusts, joint tenancy, or with designated beneficiaries (like life insurance and retirement accounts) can pass outside of probate. Consult with an estate planning attorney for strategies specific to your situation.

Do I need a lawyer for probate in Roosevelt County?

While not always legally required in New Mexico, a probate attorney is recommended for most estates, especially those involving real estate, business interests, or potential disputes among heirs.

What happens if someone dies without a will?

When someone dies intestate (without a will) in New Mexico, their assets are distributed according to state intestacy laws. The Roosevelt County Probate Court will appoint an administrator to manage the estate.

Probate Attorneys

Closest to this court, New Mexico

Kurt Sommer

Sommer Udall Law Firm P.A.

Santa Fe · 179 mi

Business PlanningFiduciary Litigation+1

Fletcher Catron

Catron, Catron & Glassman, PA

Santa Fe · 179 mi

General Trust & Estate

Bruce Ross

MountainWest Mediation & Arbitration

Santa Fe · 180 mi

Alternate Dispute Resolution (ADR)Fiduciary Litigation+1

Nell Sale

Pregenzer Baysinger Wideman & Sale, P.C.

Albuquerque · 194 mi

Gaelle McConnell

McConnell Law Firm

Albuquerque · 195 mi

See more attorneys near Roosevelt County →

Related Resources

New Mexico Probate Guide →All New Mexico Courts →Financial Institutions →