Probate Document Preparation in California

Probate petitions, notices, inventories, and final distribution forms prepared at your direction.

  • Registered Legal Document Assistant

Our Services

Probate Forms We Prepare

Probate Petition

The petition to administer an estate and the related notice of hearing, prepared from the facts you provide.

Letters Testamentary

The order and letters forms prepared from the details of the will and the person named to serve.

Final Distribution

The petition and proposed order for final distribution, prepared from the accounting details you provide.

Why Us

Many Forms, One Organized Packet

Probate asks for many forms at set stages, and each one depends on the last. We prepare the forms from the estate details you give us and return them for your review.

  • Estate Details From You
  • Your Documents Prepared in Order
  • Review Before Filing

Questions

Frequently Asked Questions

It asks the court to appoint a personal representative and begin administering the estate. Form DE-111 is the petition. It lets the petitioner ask for full or limited authority under the Independent Administration of Estates Act. We prepare it from the facts you provide.

Notice of hearing must be given at least 15 days before the hearing to known heirs and to each person named in the will, and notice must also be published before the hearing. Form DE-121 is the notice of petition. We prepare the notices you direct.

Within four months after letters first issue, the personal representative must file the inventory and appraisal, form DE-160. The notice of administration to each known creditor, form DE-157, is due by the later of four months after letters first issue or 30 days after the representative learns of that creditor. A probate referee appraises the assets the representative does not value.

The law sets a deadline for final distribution: the personal representative must petition for final distribution or file a status report one year after letters issue, or 18 months if a federal estate tax return is required. That is a filing deadline, not a prediction of how long your estate will take.

No, we do not determine which probate procedure a person qualifies for. The court's DE-147 duties form says an attorney is best qualified to advise a personal representative. We prepare the forms you direct and cannot advise on duties.

Where We Work

Probate Across California

Our Probate service is available across California, with appointments at our Arroyo Grande and Lancaster offices and remote service statewide.

  • Arroyo Grande, CA
  • San Luis Obispo, CA
  • Santa Maria, CA
  • Lancaster, CA
  • Palmdale, CA
  • Ridgecrest, CA
  • Grover Beach, CA
  • Pismo Beach, CA
  • Nipomo, CA
  • Atascadero, CA
Map of California's Central Coast, Antelope Valley, and Indian Wells Valley service regions

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Get in Touch

Request a Probate Quote

Tell us about the estate and where the person lived, and we will explain the probate paperwork.

  • Probate Packets Prepared
  • Appointments in Arroyo Grande or Lancaster
  • Fees Confirmed in Writing
(805) 941-1113
  • Registered Legal Document Assistant
  • Statewide Remote Service
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