California Probate Form DE-165 Notice of Proposed Action is a crucial form in the California probate process. It is generally used to put all parties on notice of a pending real estate sale or similar transaction (re-finance or even listing with a Realtor). It also is sometimes used when selling personal property or any other […]

California Probate Form DE-161 Inventory and Appraisal Attachment is a necessary part of any full probate. It is used to list all assets that will be appraised in the probate.  Attachment 1 is used to list assets the administrator and the attorney can easily appraise (basically cash assets like bank accounts) and attachment 2 is […]

California Probate Form DE-160 Inventory and Appraisal is where you value the assets as of the date of death. There are several different types. The most common ones are: FINAL INVENTORY – the last or thought to be last inventory; PARTIAL INVENTORY – used when you intend for there to be more inventories; SUPPLEMENTAL – […]

California probate form DE-157 Notice of Administration to Creditors is a vitally important form for protecting the Executor from any problems when probate is over. By that notice the Personal Representative puts ALL KNOWN or reasonable ascertainable creditors on notice of the probate. It gives the creditors a minimum of 60 days to file a […]

California Probate Form DE-147 Duties and Liabilities of Personal Representative is an essential form needed to get Letters issued.  In it the purported PR agrees to a number of things that relate to the fiduciary duty that the Administrator/Executor will be accepting. This includes the need to insure property, care for property, and other things […]

California Probate Form DE-140 Order for Probate is a crucial form in the California probate process.  It is a California Judicial Council form of course.  It is THE form that the Judge signs to officially state when you become the Administrator or Executor (collectively the Personal Representative) of the estate.  The form provides if you […]

California Probate Form DE-135 Proof of Holographic Instrument is used when there is a handwritten will in a probate. That is, when someone is trying to have a handwritten will admitted to probate in California so that letters testamentary or letters of administration can issue.  The form can be filled out by anyone who is […]

California Probate Form – DE-131 Proof of Subscribing Witness is the form to use when a will is not “self proving.”  How do you know if a will is self-proving? You look at the witness section which is typically at the end of a will.  If it has language like this it is self-proving and […]

California Probate Form DE-120 Notice of Hearing is the form sent for notice of most hearings in probate Court. It provides the court name, address, location, courtroom number or department number, time and the type of matter being heard.  In most cases notice is required to be mailed 15 days before the hearing. The proof […]

California Probate Form DE-121 Notice of Petition to Administer Estate is used whenever a new probate is started. That is when a person seeks Letters Testamentary or Letters of Administration they would use this form to let all interested parties know what is going on. It shows the petition filed, the date, time, place, courtroom, […]