Overview
Roosevelt County is located in New Mexico with a population of approximately 19,000. The Roosevelt County Probate Court handles informal, uncontested probate matters, while the Ninth Judicial District Court handles formal, contested, and complex estate matters for decedents who were domiciled in the county at the time of death.
New Mexico probate is governed by the Uniform Probate Code (NMSA Chapter 45). The process often begins with filing an Application for Informal Probate and Appointment of Personal Representative to admit the will and appoint a personal representative. The court then issues Letters Testamentary for testate estates or Letters of Administration for intestate estates.
New Mexico offers a simplified procedure for small estates. If the value of the estate (excluding liens and encumbrances) does not exceed $50,000 and includes no real property, successors may use an Affidavit of Successor in Interest after a 30-day waiting period. For estates with a surviving spouse, a summary administration procedure may also be available for the homestead allowance and family allowance.
There are generally no statutory attorney or executor fees in New Mexico; fees must be "reasonable" based on the services provided.
This guide provides an informational overview of the Roosevelt County probate process. It is not legal advice and is not a substitute for consulting a qualified attorney. Laws and local procedures may change — verify current requirements with the court.
Courthouse Information
Roosevelt County Probate Court
Probate matters in Roosevelt County are primarily handled at the Roosevelt County Courthouse.
Address: 109 W 1st Street, Lobby Box 4, Portales, NM 88130
Phone: (575) 356-8562 (County Clerk/Probate)
Hours: Monday through Friday, 8:00 AM to 5:00 PM
The Probate Court is located within the County Clerk's office. For contested matters or formal probate, cases are filed with the Ninth Judicial District Court, also located in Portales (Phone: 575-359-6920).
Parking and Access
Public parking is available around the courthouse square and on adjacent streets. The building is accessible to persons with disabilities.
Filing Process
Step 1: Determine If Probate Is Necessary
Before filing, assess whether formal probate is required:
- Small Estate Affidavit: If the estate is valued at $50,000 or less (personal property only) and 30 days have passed since death, you may be able to collect assets via affidavit without court appointment.
- Transfer on Death: Real estate with a recorded Transfer on Death Deed or accounts with beneficiary designations bypass probate.
- Trust administration: Assets held in a living trust generally do not require probate.
Step 2: File the Application
If probate is needed, file an Application for Informal Probate with the Roosevelt County Probate Court (for uncontested matters). Include:
- Original Will (if one exists)
- Certified Death Certificate
- Application for Appointment of Personal Representative
- Filing fee (typically $30.00 for informal probate)
- Acceptance of Appointment
Note: The County Clerk offers a probate packet for purchase (approx. $5.00) containing necessary forms.
Step 3: Provide Notice
After filing, you must:
- Mail notice (Notice of Informal Appointment) to all heirs, devisees, and interested parties within 10 days of appointment.
- Publish notice to creditors in a newspaper of general circulation in Roosevelt County (e.g., The Eastern New Mexico News) once a week for two consecutive weeks (or three, depending on specific court instruction, though statute typically requires notice to creditors).
Step 4: Administer the Estate
After receiving Letters, the personal representative must:
- Notify known creditors and allow the statutory period for claims (typically 2 months after mailed notice or 4 months after publication).
- Inventory and appraise all estate assets within 3 months of appointment.
- Pay valid creditor claims and estate expenses.
- File federal and state tax returns as needed.
- Distribute assets to beneficiaries.
Step 5: Close the Estate
File a Verified Statement of Personal Representative to Close Estate no earlier than 3 months after appointment and after the creditor claim period has expired.
Local Requirements
Roosevelt County-Specific Procedures
- Probate Packets: The Roosevelt County Clerk's office provides a pre-printed packet of probate forms for a nominal fee (approx. $5.00).
- Jurisdiction: Remember that the Probate Court (Judge) only handles informal proceedings. If a dispute arises or the will is contested, the case must be transferred to or filed in the District Court.
- Recording: Real estate transfers often require recording a Deed of Distribution with the County Clerk after the probate process.
- Publication: Notice is typically published in The Eastern New Mexico News.
Always check with the County Clerk for the most current local rules regarding document formatting and e-filing availability.
Timeline & Fees
Filing Fees (Roosevelt County)
- Informal Probate (Probate Court): approximately $30.00
- Formal Probate (District Court): approximately $132.00
- Probate Packet: approximately $5.00
- Certified copies of Letters: approximately $1.50 - $2.00 per copy
- Publication costs: approximately $100-$200 depending on the newspaper and length of notice
Payment Methods
The court accepts cash, checks, and money orders. Credit cards may be accepted with a convenience fee; verify with the clerk before visiting.
Estimated Timelines
- Small Estate (Affidavit): Minimum 30 days post-death
- Informal Probate (Uncontested): 4-6 months minimum (due to creditor notice periods)
- Complex or Contested Estates: 9 months to 2+ years
The creditor claim period significantly influences the timeline. In New Mexico, creditors generally have 4 months from the date of first publication to file claims.
Local Resources
Roosevelt County Court Resources
- County Clerk/Probate Website: rooseveltcounty.com
- NM Courts Self-Help: selfrepresentation.nmcourts.gov
- State Probate Forms: nmcourts.gov/forms
Legal Aid and Attorney Referrals
- State Bar of New Mexico: (505) 797-6000 — sbnm.org
- New Mexico Legal Aid: (833) 545-4357 — newmexicolegalaid.org
Publication
- The Eastern New Mexico News: (575) 763-3431 — easternnewmexiconews.com