VIRGINIA GUIDE
Surviving spouse planning in Virginia
What to know about survivor benefits, taxes and local resources across Virginia.
Begin with Virginia Courts: Probate in Virginia
Virginia's judicial self-help website has Probate in Virginia and a separate Probate Forms topic. Read the explanation before following a form link, and use Find a Court to check the appropriate contact. A self-help page does not establish authority to sign for an estate.
Keep your questions separate from the actual filing: which office, which current instructions, and who is authorized to act? Do not send personal records to a directory or a general inquiry address. This guide does not determine whether a court process is necessary.
Sources for this section
- Virginia Courts: Probate in Virginia(opens in a new tab)Last checked 2026-11-08
A question for Virginia Department of Taxation
Which Virginia final-return and fiduciary income instructions apply, and are there separate locality questions for estate property?
Bring that question to a tax professional with the official agency instructions for the relevant year. The federal return, an estate's income return, and a state-specific filing are separate review topics; this site does not assume a state tax result.
Sources for this section
- Virginia Department of Taxation(opens in a new tab)Last checked 2026-11-08
- IRS: Deceased person and estate responsibilities(opens in a new tab)Last checked 2026-11-08
A state aging-resource contact: Virginia DARS: Aging
Keep Virginia DARS: Aging separate from the court and tax offices. Use the official destination below to ask which aging-information or legal-assistance contacts cover your actual county. Ask about scope and eligibility before sharing personal information; being a surviving spouse does not by itself establish eligibility.
A program directory is not a reservation, legal representation, or a promise of funding. For readers outside an aging program's scope, ask the court's self-help contact about other legal-information routes.
Sources for this section
- Virginia DARS: Aging(opens in a new tab)Last checked 2026-11-08
- Virginia Courts: Probate in Virginia(opens in a new tab)Last checked 2026-11-08
Benefits and support alongside state questions
Social Security survivor eligibility and payment coordination are federal questions. Keep an SSA question list separate from the state paperwork. Older adults and their families can also use ACL's Eldercare Locator with their actual location to explore community resources; eligibility and availability must be confirmed with the organization.
Sources for this section
- SSA: Who can get survivor benefits(opens in a new tab)Last checked 2026-11-08
- SSA: Survivor payments and other benefits(opens in a new tab)Last checked 2026-11-08
- Administration for Community Living: Eldercare Locator(opens in a new tab)Last checked 2026-11-08