As I mentioned recently Sacramento county probate Court has several local forms on their website. Here are links to two forms that are required when doing a probate MEDIATION. https://www.saccourt.ca.gov/forms/docs/pr-001.pdf https://www.saccourt.ca.gov/forms/docs/pr-002.pdf

California Probate Form DE 350 Petition for Appointment of Guardian Ad Litem is important for cases where a minor needs representation. This can be any cases where a minor’s financial interests may be at stake. In those instances Form DE 350 is used to ask the Court to appoint a guardian ad litem to protect […]

California Probate Form DE-315 Order Determining Succession to Real Property is the order that goes with the DE 310 petition.  That is, first you file the form 310 petition and if it’s approved the Judge would sign a form 315 order. Of course you have to complete the order, to match the petition, and then […]

California Probate Form DE-310 Petition to Determine Succession to Real Property deals with estates of $150,000 or less in gross value. There are many sub rules to review in coming up with the $150,000. For example assets that are jointly titled or held in trust would generally NOT be considered in calculating the $150,000 in […]

California Probate Form DE-305 Affidavit re Real Property of Small Value ($55,425 – formerly $50,000 or Less) is very useful for transferring interests in real property after death. It can be used for any real property with a gross value of less than $55,425. This might include timeshares, vacant land, fractional interests in real estate, […]

California Probate Form DE-295 Ex Parte Petition for Final Discharge and Order is a required document to close a probate. It is the last document filed with the Court. Typically it is followed a few months after the final accounting is approved.  Receipts are filed along with the Form DE-295 and the Court clerk approved […]

California Probate Form DE-270 Ex Parte Petition for Authority to Sell Securities and Order does exactly what the name implies. It allows the Personal Representative, Administrator, Executor, Guardian or Conservator to sell securities.  In most probates the PR has authority under the Independent Administration of Estates Act so this Court order would NOT be required. […]

California Probate Form DE-226 Spousal or Domestic Partner Property Order is the Court order that is issued if the Judge approves a spousal property petition.  It is a Judicial Council Form.  If real property is involved this form should be recorded with the county recorder along with a preliminary change of ownership form.

California Probate Form DE-221 Spousal or Domestic Partner Property Petition is a great tool to keep in mind when one spouse dies. It allows the surviving spouse to transfer property to them as well confirm their community property interest. This helps to guarantee the step-up in basis for tax purposes as well as clearing title […]

California Probate Form DE-174 Allowance or Rejection of Creditor’s Claim is an important form in the California probate process. Any time a creditors claim is filed it’s good policy to allow or reject the claim that is filed (or allow in part and reject in part). If it’s allowed that does NOT mean the creditor […]