Initial Petition Documents:

• Petition for Probate
• Notice of Petition to Administer Estate
• If there is a Will, the Original must be Lodged with the Court prior to the hearing date.

Please submit the Order for Probate and copies at least 7 days prior to the hearing date, along with a self-stamped addressed envelope if you want a copy of your Order sent to you.

The following forms are required prior to the issuance of Letters:

• Duties and Liabilities of Personal Representative
• Confidential Statement of Birth Date & Driver's License Number
• Request for Appointment of California Probate Referee (local form)
• Bond (if specified on the Order)
• Letters

If you have any questions or concerns, please call the general Probate number at (650) 599-1267.