Roosevelt County Probate Records
Roosevelt County Probate Court is a county-level court for informal and uncontested estate matters. The county research identifies Probate Judge Kendall Terry as the first contact when settling an estate, and the County Clerk works with the Probate Judge in filing informal probates. Probate is the court process used to transfer property from a person who died, called the decedent, either under a valid will or under New Mexico intestate succession law when there is no will.
The Probate Court appoints a legally qualified personal representative to manage and settle the decedent's affairs. That work can include transferring real and personal property to heirs, devisees named in a current will, or creditors. If a dispute turns the estate into a contested matter, the file can move to District Court because the District Court is New Mexico's general-jurisdiction trial court for larger civil, family, estate, juvenile, mental-health, criminal, and appeal matters.
The county's County Clerk probate page describes informal probate filing and the clerk's role in certified copies. The Roosevelt County Probate Judge page gives the local judge contact and estate administration notes. Those two county pages are the main local routes for probate records before a user turns to statewide forms or District Court records.
The county probate source page is shown in the image from the Roosevelt County Clerk probate page.
That source matters because the County Clerk indexes and keeps probate records filed in the office and provides certified copies of probated wills or letters issued to personal representatives.
Roosevelt County Probate Terms
Probate records use words that are precise but not always clear at first glance. In Roosevelt County, the most useful terms are tied to the estate process described by the Probate Judge and County Clerk: who died, whether there is a will, who has legal authority to act, what property exists, who claims money, and how the estate closes.
- Testator
- The person who made a will before death.
- Personal representative
- The person appointed to manage the estate, pay valid claims, and distribute property.
- Executor
- A common term for a person named in a will to carry out estate duties after appointment.
- Intestate
- Dying without a will, so New Mexico succession law decides who may inherit.
- Guardianship
- A court arrangement for personal care decisions, often involving a minor or protected person.
- Conservatorship
- A court arrangement for managing another person's money or property.
These terms help separate an informal estate filing from related records that may sit elsewhere. For example, a deed recorded after an estate transfer may be in County Clerk land records, while a contested estate order may be in District Court records.
Roosevelt County Probate Contacts
Roosevelt County has a split records structure. The Probate Judge and County Clerk handle informal probate filing and probate clerk functions. The District Court Clerk handles court case records when a contested probate or related civil case is filed in District Court. Calling the correct office helps avoid sending an estate request to a custodian that does not hold the file.
Roosevelt County Probate Judge
109 W 1st Street
Portales, NM 88130
575-760-3960
Email: kterry@rooseveltcounty.com
Roosevelt County Clerk
109 W 1st Street, Lobby Box 4
Portales, NM 88130
575-356-8562
Probate contact: 575-226-3995
Roosevelt County District Court
109 W. First St.
Portales, NM 88130
575-359-6920
Monday through Friday, 8 a.m. to 4 p.m.
The Probate Judge contact page is shown in the screenshot from the Roosevelt County Probate Judge.
The judge page is useful when an estate has just opened or a personal representative needs the county's local notes on claims, inventory, distribution, accounting, or closing.
Search Roosevelt County Probate Records
Roosevelt County probate records are not described in the research as a full online probate case database. The safer search route starts with the County Clerk's probate index and the Probate Judge contact, then moves to District Court if the matter is contested. The County Clerk's Tyler Self-Service portal may include recorded probate-related documents, but the research found that the portal is reCAPTCHA-gated and that the index is not a substitute for the underlying document or certified copies.
- Call the County Clerk at 575-356-8562 or the probate contact at 575-226-3995 to ask whether the probate was filed locally.
- Use the decedent's full name, approximate date of death, personal representative name, and any case or file number you already have.
- For informal and uncontested estates, work through the Probate Judge or County Clerk probate channel.
- For contested estate cases, search District Court records through Case Lookup, re:SearchNM, in-person inspection, or a New Mexico Courts IPRA request.
- Request certified copies from the office that holds the original record, because online index entries are not official certified documents.
For court-filed probate disputes or related District Court matters, the New Mexico Courts IPRA request form can route a request to the Ninth Judicial District. Court requests should identify the district, the Roosevelt County court, the parties, the case number if known, and the specific document wanted.
Note: New Mexico Courts IPRA does not maintain marriage licenses or county clerk records, so probate-clerk records should start with Roosevelt County.
Roosevelt County Probate Fees
The researched fee details are local and narrow. Roosevelt County lists probate packets at a small fixed amount, while certified copies depend on the County Clerk copy and certification rules. If a probate dispute becomes a District Court case, the Ninth Judicial District civil filing fee may apply instead of the county probate packet amount.
| Probate item | Amount or rule |
|---|---|
| Probate packet with a will | $5.00 |
| Probate packet without a will | $5.00 |
| County Clerk office-made copies | $0.50 per page |
| Copies made by County Clerk staff | $1.00 per page |
| Certification of recorded document | $1.00 added to copy fee |
| Formal or contested District Court civil filing | $132.00 civil case filing or reopening, if applicable |
The Ninth Judicial District also lists court copy fees for District Court records, including photocopies at $0.35 per page and certification at $1.50 each. The court requires copy, certification, and duplicate fees before copies are provided, and mailed requests should include payment and a self-addressed stamped envelope.
Roosevelt County Probate Process
The Probate Judge page gives practical details about estate administration after a personal representative is appointed. A claim against an estate is reviewed by the personal representative, and if the representative does not notify the creditor within 60 days after the time for presenting the claim has expired, the claim is deemed valid. Valid claims should be paid from estate assets or otherwise resolved.
Inventory and appraisal records can matter in a Roosevelt County probate file. The inventory should include reasonable detail and estimated value. An appraiser may be hired, but the county notes do not make one mandatory. Filing the inventory with the court is optional, yet a copy must be provided to any interested person who requests it. Accounting records are similar: the personal representative should keep receipt and disbursement records, but filing the accounting with the court is not required.
Distribution follows the will or New Mexico intestate law. Heirs may agree to a different distribution only if the agreement is in writing, signed by all affected persons, and filed with the court. A real property transfer by the personal representative is made in that representative capacity, which is why probate, clerk recording records, and estate deeds can overlap.
Roosevelt County Probate Forms
Probate forms may be purchased through the county for an informal probate packet with or without a will. New Mexico Courts also provides a statewide probate forms library. The state form source is useful when a person wants to review the forms before calling the local office, but the county office remains the local contact for filing in Roosevelt County.
The statewide forms source appears in the screenshot from New Mexico Courts probate forms.
State forms can support preparation, while local filing questions still belong with the Roosevelt County Probate Judge, County Clerk, or District Court depending on the type of estate matter.
| Record field | What it may show |
|---|---|
| Decedent name | The person whose estate is being probated. |
| Case or file number | The local identifier used by the clerk or court. |
| Will or no-will status | Whether the estate is based on a will or intestate succession. |
| Personal representative | The person appointed to manage the estate. |
| Letters or appointment | Proof of authority issued to the representative. |
| Claims, inventory, distribution, closing | Estate steps documented as the file moves toward closure. |
Restricted Probate Records
Most informal estate records are more open than juvenile, adoption, or mental-health files, but probate access still has limits. Personal identifiers, financial account details, medical information, minor information, and safety-sensitive addresses may be redacted. If a probate matter is sealed, tied to a protected person, or connected to another restricted case type, the public copy may be narrower than the internal court file.
Public access in New Mexico is shaped by the Inspection of Public Records Act, NMSA 1978, Section 14-2-1 et seq. Written requests should describe records with enough detail for the custodian to find them under Section 14-2-8, and response timing or denial rules are addressed in Section 14-2-11. County administrative records go through county IPRA channels, while court case records go through the court where the case was filed or the New Mexico Courts IPRA route.
If an estate has a divorce, family case, criminal case, or other linked court file, the probate search may need a second court-records request. A contested estate handled in District Court can be researched with the same court clerk channels used for broader Roosevelt County court records.