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The information provided on our website and in our videos are for general informational purposes only and does not, and is not intended to, constitute legal advice. You should consult an attorney for advice about your specific legal matter.

California Petition for Probate
Form DE-111

If you are opening probate for someone who has died with or without a will you may be wondering how to correctly fill out a petition for probate.

Attorney Keith Davidson explains how to fill out a petition for probate in California, form DE-111.

California Notice of Petition for Probate
Form DE-121

If you are opening a probate estate in California, then you are required to give notice to all interested parties using Form 121, California Notice of Petition for Probate.

In this video, partner Keith A. Davidson walks you through how to properly fill out Form DE-121.

California Probate Notice of Hearing
Form DE-120

Video image for video on how to fill out Notice of Hearing Form

Anytime you have a hearing schedule in California probate court for a trust, will, estate, conservatorship, or guardianship matter you must mail notice of the hearing to all interested parties.

In this video, partner Keith A. Davidson walks you through how to prepare and file a Notice of Hearing, Form DE-120.

California Proof of Subscribing Witness
Form DE-131

Do you know what an Attestation clause is? Or a self-proving Will? If you don’t have one of these in your Will, then you must prepare a proof of subscribing witness.

In this video, partner Keith A. Davidson walks through the proof of subscribing witness, form DE-131, and when the form is needed.

California Proof of Holographic Instrument
Form DE-135

135

In California, you can hand write your own will and it can be valid even without any witnesses. But you may need someone to testify that the will is written in the testator’s handwriting.

In this video, partner Keith A. Davidson discusses the uses of the Proof of Holographic Instrument, Form DE-135; and walks you through how to complete the form.

California Duties and Liabilities of Personal Representative
Form DE-147

Before your executor or administrator can be appointed, they must read and sign a brief summary of their duties and liabilities, Form DE-147.

In this video, partner Keith A. Davidson discusses how Form DE-147 is used, and how to complete it.

California Creditor's Forms for California Probate Estates
Forms DE-157, DE-172 and DE-174

Every California probate estate requires notice be given to all known creditors. The creditors then must file a creditor’s claim, and the personal representative will then allow or reject the claim.

In this video, Partner Keith A Davidson walks you through how to fill out the following California Probate forms: Notice to Creditor’s, Form DE-157, Creditor’s Claim, DE-172, and Allowance or Rejection of Creditor’s Claim, DE-174.

California Probate Order and Letters
Forms DE-140 and DE-150

After your petition is granted, you will need two forms to finalize the process and appoint your personal representative. First, you need the Probate Order, Form DE-140. Then you will need the Letters Testamentary or Letters of Administration, Form DE-150.

In this video, partner Keith A. Davidson walks you through how to complete Forms DE-140 and DE-150.

 

California Probate Summons
Form DE-125

If you are required to personally serve a summons in your probate filing, this is the form you must use. Form DE-125 is the probate court version of a summons. In this video, partner Keith A. Davidson walks you through how to complete Form DE-125.

You can find the California Judicial Council forms here.

You can find Form DE-125 here: DE-125

California Request for Special Notice
Form DE-154

If you want to be “in-the-know” it helps to file a Request for Special Notice, Form DE-154. In this video, partner Keith A. Davidson describes how to fill out a Request for Special Notice for your probate matter.

You can find the California Judicial Council forms here.

You can find Form DE-154 here: DE-154

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.

You can find Form DE-165 here: DE-165

California Inventory & Appraisal
Form DE-160

Every estate requires an Inventory & Appraisal to be filed. In this video, partner Keith A. Davidson discusses how to complete an Inventory & Appraisal, Form DE-160, and how to complete the necessary attachments using Form DE-161.

You can find the California Judicial Council forms here.

You can find Form DE-160 here: DE-160

California Spousal Property Petitions
Form DE-221

Form DE-221 video explanation

In this video partner, Keith A. Davidson discusses how to use a California Spousal Property Petition forms. This tool can be used if a spouse passes away and leaves assets to the surviving spouse. Download the form here and learn more in our video explanation.

You can find the California Judicial Council forms here.

You can find Form DE-221 here: DE-221

Case Management Statement
Form CM-110

The Case Management Form is typically used in civil lawsuits, submitted to the court before going to a case management conference. This updates the court on the status of the case and is an opportunity for the attorneys to collaborate. Partner Keith A. Davidson explains how to effectively fill out this form.

You can find the California Judicial Council forms here.

You can find Form CM-110 here: CM-110

California Request for Dismissal
Form CIV-110

In this video, partner Keith A. Davidson explains the California Request for Dismissal Form. This form can be used to dismiss your lawsuit once you are done with it. At some point, your case must be dismissed, whether you have a judgment or reached a settlement.

You can find the California Judicial Council forms here.

You can find form CIV-110 here: CIV-110

California Notice of Settlement
Form-CM 200

The California Notice of Settlement Form is used to notify the court that your matter has settled. It is very helpful for the court to know when you have settled your case so they don’t expend their resources trying to prepare your case for a hearing while notifying the judge of the status of your case. In this video, partner Keith A. Davidson walks you through how to understand and complete form CM-200.

You can find the California Judicial Council forms here.

You can find form CM-200 here: CM-200

California Parent to Child Exclusion Form

The California Parent to Child Exclusion Form is used if you are going to be receiving a real property or a qualifying property from your parents, either during their lifetime or as a result of their passing.

You can find the California Parent to Child Exclusion Form here.

California Substitution of Attorney
Form MC-050

The California Substitution of Attorney Form MC-050 is used when one is changing attorneys or if someone wishes to stop using an attorney and decides to represent themselves in court.

You can view the California Judicial Council forms here.

You can find Form MC-050 here: MC-050

 

California Preliminary Change of Ownership Report

The California Preliminary Change of Ownership Report is used to file your deed and to save you money on taxes. The purpose of the form is to let the county assessor know there has been a change in ownership of real property and to notify the county assessor that you qualify for a tax exclusion.

You find the California Preliminary Change of Ownership Report here.

How to Obtain a Copy of a Trust or Will

Do you need to access a copy of a Will or Trust? Perhaps you had a parent pass away and you can’t seem to obtain a copy of these documents that they had completed.

In this video, Attorney Keith Davidson discusses how to obtain a copy of a Trust or Will.

You can find our free Letter Template for Requesting a Trust here, and our Letter Template for Requesting a Will here.