Probate Property Sale and Transfer Paperwork

Form DE-111 lets a petitioner ask for full or limited authority under the Independent Administration of Estates Act. Form DE-165, Notice of Proposed Action, says a representative with limited authority cannot sell or exchange real property without court supervision.

Notice of proposed action goes to interested people as the form describes. We prepare the notice from the details you provide. Who must receive it, and when, depends on your case. The court clerk or an attorney can explain your obligations.

It depends on the authority granted and the type of sale. We cannot decide whether your sale needs confirmation. We prepare forms for the steps you direct, including confirmation petitions if you tell us one is needed.

A deed that transfers the property typically goes with a Preliminary Change of Ownership Report, form BOE-502-A. The change in ownership statement filed after a death is due with the inventory in a probate, and within 150 days of the death in other cases. We prepare the forms you direct.

No, we cannot give legal, tax, or real estate advice. The court's DE-147 form says an attorney is best qualified to advise a personal representative on duties. We prepare paperwork from your instructions.