California Notice of Proposed Action — Form DE-165

The California Notice of Proposed Action form is used to help a personal representative stay out of hot water. By notifying the estate beneficiaries in advance, the personal representative can ensure that the action they want to take is acceptable to the beneficiaries.

In this video, partner Keith A. Davidson describes how to properly complete the Notice of Proposed Action, Form DE-165.

You can find the California Judicial Council forms here: http://www.courts.ca.gov/forms.htm?fi...

You can find Form DE-165 here:
http://www.courts.ca.gov/documents/de165.pdf