What counts as a probate asset?
Classify each item by title, beneficiary, and trust ownership before entering a value.
Classify the estate, check the likely route, and keep sourced cost lines separate from unresolved local charges.
Need the published rule behind a result? Use the state comparisonto open the reviewed route and the source ledger to see the quoted source and re-fetch date behind each state page.
Route and compensation are usually looked up separately, and that is how they go wrong. The small-estate question asks whether a simplified procedure is open; the compensation question asks what the person administering the estate may take. They are decided by different statutes, but they read the same property, and the answer to the first often removes the second.
The full method for each question is set out once, on the page that answers it: how scope, value basis, threshold and waiting period are applied on the small-estate calculator, and how the 15 percentage-schedule states, the 6 ceiling state and the 25 reasonable-compensation states differ on the executor fee calculator. Neither method is restated here, so there is only ever one copy of it to keep correct.
The private worksheet is quickest when you already have the right state guide open for the threshold, filing-cost path, compensation rule, and court-resource lane.
Classify each item by title, beneficiary, and trust ownership before entering a value.
When the estate needs its own tax identity and how to apply through the free IRS process.
Count the institutions that keep a certified copy and sequence the early notifications.
This is general information, not legal, tax, or financial advice, and it does not create an attorney-client relationship. Probate law varies by state and county and changes over time. Verify the current rule with the court or a licensed attorney in the relevant state.