California Probate Forms
Common probate forms used during estate settlement in California. Each page explains what the form is for, where to download the official version, and how to file it.
Informational only — not legal advice. Always confirm the current form with your local probate court.
Affidavit re Real Property of Small ValueForm DE-305Verified PDFAllows a successor to claim a decedent's California real property of small value without full probate administration by filing a sworn affidavit under Probate Code section 13200.Affidavit to comply with California Probate Code §§13100-13115Verified PDFAllows a successor to claim a decedent's property without formal probate when the gross estate value does not exceed $166,250, by declaring eligibility under California Probate Code §§13100-13115.Application and Order Appointing Probate RefereeForm PR-1Verified PDFRequests and orders the appointment of a Probate Referee to appraise the assets of a decedent's, incompetent's, conservatee's, or minor's estate.Application for Eligibility for Appointment as Minor's Counsel (Probate Guardianships)Form 3740Verified PDFAllows an attorney to apply for eligibility to be appointed as minor's counsel in probate guardianship cases in Solano County Superior Court.Attachment to Order Appointing Guardian or Conservator of EstateForm 240A/340AVerified PDFThis attachment to a guardianship or conservatorship appointment order notifies the guardian or conservator of the scheduled hearing dates for the Inventory and Appraisal review and the first annual accounting review.CITATION—PROBATE (Probate—Decedents' Estates and Guardianships and Conservatorships)Form DE-122/GC-322Verified PDFThis form issues a court citation requiring a named person to appear at a probate hearing and show cause why the relief requested in the attached verified petition should not be granted.Confidential Conservatorship QuestionnaireForm PRO-006Verified PDFThis form collects confidential background information about the proposed conservator and conservatee to allow the court to assess the conservator's suitability before granting conservatorship powers.Confidential Contact Information for Use By Court InvestigatorsForm PR-12Verified PDFProvides confidential contact information for court investigators to use in conservatorship proceedings, collecting details about the conservatee, conservator, petitioner, and the conservatee's relatives, neighbors, and friends.Confidential Court Investigator's Information and Referral FormForm Solano County Local Form no. 3490Verified PDFCollects confidential background information about a proposed minor ward and their parents to assist the court investigator in evaluating a guardianship petition.Confidential Declaration of Proposed GuardianForm PRB-PGN-001Verified PDFThis form collects confidential background information about a proposed guardian to assist the San Francisco Superior Court in evaluating their suitability to serve as guardian of a minor child.Confidential Preliminary Inventory of Probate Guardianship EstateForm SCLR 15.2 / Solano County Local Form no. 7013Verified PDFThis form collects a preliminary inventory of a minor ward's assets (life insurance, retirement benefits, Social Security, real property, bank accounts, investments, and personal property) in connection with a pending petition for appointment of a guardian of the estate.Confidential Request to End GuardianshipForm PRB-PGN-002Verified PDFThis form allows a person to formally request that the Superior Court terminate an existing guardianship of a minor child.Confidential Status Report - Status Report of Conservatee Pursuant to Local Court Rule 4.81.18Form PR-19Verified PDFThis form allows a conservator to report the current status, health, living situation, financial information, and compliance details of a conservatee to the San Mateo County Probate Court.Confirmation of Viewing Conservatorship VideoForm VN182Verified PDFThis form confirms that a proposed conservator has viewed the required educational video 'With Heart: Understanding Conservatorship' as mandated by Ventura County Local Rule 10.02A(3).Conservatee's Information & List of Relatives/Friends (Attach to Form PR-1)Form PR-1AVerified PDFThis form collects confidential contact information for a conservatee's spouse/domestic partner, first and second degree relatives, and close friends or neighbors involved in the conservatorship.Conservatee's Information and List of RelativesForm PR-1Verified PDFProvides the court with confidential identifying information about the proposed conservatee, conservator(s), attorneys, physician, and a list of the conservatee's relatives and close friends for use in probate conservatorship proceedings.Conservator(s) of the Estate Declaration in Lieu of AccountingForm PR-24Verified PDFAllows a conservator to declare under penalty of perjury that the conservatee's estate qualifies for an exemption from formal accounting due to low asset value and income.Conservatorship Registrant's Acknowledgment of Receipt of Handbook for ConservatorsForm GC-362Verified PDFAllows a conservatorship registrant to acknowledge receipt of or electronic access to the Handbook for Conservators adopted by the California Judicial Council.Conservatorship Registration Cover Sheet and Attestation of Conservatee's Non-Residence in CaliforniaForm GC-360Verified PDFRegisters a conservatorship order issued by an out-of-state, tribal, or territorial court with a California superior court, allowing the conservator to exercise powers within California while the conservatee resides outside California.Contact InformationForm PRB-PCN-001Verified PDFThis form collects confidential contact information for the proposed conservatee, petitioner(s), conservator(s), spouse/domestic partner, and first-degree relatives in a conservatorship proceeding.Declaration for Transfer of Small Estates Without ProbateForm PR-01Verified PDFAllows heirs to claim and transfer a decedent's property without formal probate when the estate's gross fair market value does not exceed the statutory small estate threshold under California Probate Code § 13100 et seq.Declaration for Transfer of Small Estates Without ProbateForm PR-01Verified PDFAllows heirs to declare their right to transfer a decedent's property valued at $150,000 or less without formal probate proceedings under California Probate Code § 13100 et seq.Declaration of Completion of Orientation and Training for Non-Professional ConservatorsForm PR-02Verified PDFThis form allows a non-professional conservator to declare under penalty of perjury that they have successfully completed the required orientation and training program.Declaration of Due DiligenceForm PRO-008Verified PDFDocuments the declarant's reasonable search efforts to locate and serve a person who cannot be found in a guardianship, conservatorship, or estate proceeding.Declaration of Due Diligence (Probate Guardianships and Conservatorships)Form 3705Verified PDFDocuments the declarant's efforts to locate or serve a person who cannot be found in a probate guardianship or conservatorship proceeding.Declaration Re: Notice of Ex Parte Application for OrdersForm PR-9Verified PDFThis form documents that proper notice of an ex parte application for orders has been given (or explains why notice was not given) in a guardianship or conservatorship proceeding.Declaration Re: Venue (Probate Guardianships)Form 3700Verified PDFThis form declares the basis for venue, establishing why a probate guardianship proceeding should be heard in Solano County, California.Ex Parte Petition for Final Discharge and OrderForm DE-295/GC-395Verified PDFThis form allows a personal representative, conservator, or guardian to petition the court ex parte for a final discharge after all estate property has been distributed or transferred as ordered.General Plan for Personal and Financial Needs of ConservateeForm PRB-PCN-002Verified PDFDocuments the conservator's plan for addressing the personal living arrangements, medical needs, activities, and financial income and expenses of a conservatee under a California conservatorship.Guardianship Investigation QuestionnaireForm FL-05Verified PDFCollects background information about the proposed guardian, household members, children, health, criminal history, and family contacts for use by the court investigator in evaluating a guardianship petition.Informal Accounting - Blocked Accounts [Confidential]Form VN267Verified PDFThis form allows a conservator or guardian to provide an informal accounting of assets held in a blocked account for a conservatee or ward in Ventura County Superior Court.LETTERS (Probate)Form DE-150Verified PDFThis form serves as the official court-issued letters appointing a personal representative (executor, administrator, or special administrator) to administer a decedent's estate.Notice of Change of AddressForm PRB-PCN-006Verified PDFNotifies the court and interested parties of a change of address for a conservator, guardian, or other party in a conservatorship or guardianship case.NOTICE OF PROPOSED ACTION Objection—Consent (Probate)Form DE-165Verified PDFNotifies interested parties of a proposed action by the personal representative under the Independent Administration of Estates Act and provides a mechanism for objection or consent.Notice of Refusal to Petition for Probate of Will or CodicilForm SJPR-202Verified PDFThis form notifies entitled parties that a pending petition does not seek probate of a discovered will or codicil, and advises them of the deadlines to file their own petition for probate of that document.Notice to Court of Death of ConservateeForm PR-23Verified PDFNotifies the Superior Court of California, County of San Mateo that a conservatee has died, with an attached certified copy of the death certificate.Notification to Court of Addresses for GuardianshipForm PR-2Verified PDFProvides the court with current contact addresses for the ward, guardian, co-guardian, attorneys, and the ward's relatives in a guardianship proceeding.Objection to Appointment of GuardianForm 7009-PRVerified PDFAllows a parent, relative, or other interested person to formally object to the proposed appointment of a guardian for a minor in a California Superior Court guardianship proceeding.Objection to Petition for Appointment of Guardian [Probate Code § 1514, Ventura Court Local Rule 10.00 F.4]Form VN213Verified PDFAllows an interested party to formally object to the appointment of a proposed guardian of a minor in Ventura County Superior Court.Order – Visitation (Guardianship Case)Form VN254Verified PDFThis form memorializes the court's order establishing visitation rights and schedule for a minor child in a guardianship case.Order Appointing Investigator and Notice of Investigation CostsForm 3515Verified PDFAppoints a court investigator to review and report on a proposed transaction involving an incapacitated spouse's share of community property, and notifies the petitioner of associated investigation costs.Order Appointing Investigator and Notice of Investigation CostsForm 3510Verified PDFAppoints a court investigator to evaluate a proposed minor guardianship and notifies the petitioner of associated investigation costs.Order Appointing Probate RefereeForm PRB-PES-002Verified PDFThis form is a court order appointing a disinterested person as Probate Referee to appraise estate property at fair market value pursuant to California Probate Code Section 8900 et seq.Order for Court Investigation Regarding Appointment of Relative Guardian(s)Form GU-1Verified PDFThis form orders an assigned court investigator to conduct an investigation and file a report prior to a hearing on a Petition for Appointment of Guardian of Minor(s) in Napa County Superior Court.Order for Investigation of Non-Relative Guardian(s) by Health & Human Services, Child Welfare DivisionForm GU-2Verified PDFThis form orders the Health & Human Services, Child Welfare Division to conduct an investigation, screening, and licensure check on proposed non-relative guardian(s) of minor(s) and file a written report with the court prior to the guardianship hearing.Order for Investigation of Relative Guardian(s) by Health & Human Services, Child Welfare DivisionForm GU-3Verified PDFThis form directs the Health & Human Services, Child Welfare Division to screen proposed relative guardians for prior referrals of neglect or abuse of the minor(s) and file a written report with the court before the guardianship hearing.Order for ProbateForm DE-140Verified PDFThis form is the court's order appointing a personal representative (executor, administrator, or special administrator) and authorizing administration of a decedent's estate.Petition for Appointment of Probate ConservatorForm GC-310Verified PDFThis form is used to petition a California Superior Court to appoint a probate conservator of the person and/or estate of a proposed conservatee who is unable to care for themselves or manage their finances.Petition for Appointment of Probate Conservator (Probate—Guardianships and Conservatorships)Form GC-310Verified PDFThis form is used to petition the California Superior Court to appoint a probate conservator of the person and/or estate of a proposed conservatee who is unable to provide for their personal needs or manage their financial resources.Petition for Order to Modify Order Appointing Guardian to Include or Modify Visitation Order/Enforce Existing Visitation Order/Order MediationForm PRO-003Verified PDFAllows a petitioner to ask the court to modify or enforce a guardianship visitation order, or to order mediation regarding a contested visitation matter.Petition to Determine Succession to Primary ResidenceForm DE-310Verified PDFThis form allows heirs or beneficiaries to petition the court for a determination that a decedent's real property was their primary California residence and that it passes to the petitioner without full probate administration.Placement and Level of Care Assessment for ConservateeForm 7500Verified PDFThis form documents the conservatee's current placement, living situation, and level of care, and is submitted by the conservator of the person to the Court Investigators Office pursuant to Probate Code §2352.5.Preliminary/Interim Financial DeclarationForm VN262Verified PDFThis form collects preliminary financial information about a conservatee's income, assets, trust assets, and monthly expenses for the court's review in a conservatorship proceeding.Proof of Payment of Assessment FeeForm PRB-PCN-004Verified PDFThis form documents proof that the conservator or attorney has paid the court-ordered assessment fee in a conservatorship case.Proof of Personal Service of Notice of Hearing—Decedent's Estate or TrustForm DE-120(P)Verified PDFDocuments proof that personal service of a Notice of Hearing for a decedent's estate or trust was made on each required party.Receipt for Lodged Original Confidential Financial StatementsForm PR-27Verified PDFDocuments the receipt and return of confidential original financial statements lodged with the court in conservatorship proceedings.Report of Sale and Petition for Order Confirming Sale of Real PropertyForm DE-260/GC-060Verified PDFThis form is used to report the sale of real property belonging to a decedent's estate, conservatorship, or guardianship and to petition the court for an order confirming that sale.Request for Appointment of California Probate RefereeForm PR-5Verified PDFTo request the appointment of a California Probate Referee to appraise non-cash assets in an estate, conservatorship, or guardianship case.Request for Appointment of Probate RefereeForm PRB-PES-003Verified PDFTo request the court's appointment of a probate referee to appraise estate assets for probate, conservatorship, guardianship, or trust administration purposes.Request for Visitation (Guardianship)Form VN171Verified PDFTo request a visitation order or modification of an existing visitation order in a guardianship case.Status Report on ConservateeForm PRB-PCN-005Verified PDFTo document and report on the personal, physical, mental, and social status of a conservatee as required by court order.SUMMONS (Probate) / PROOF OF SERVICE (Summons—Probate)Form DE-125Verified PDFServes as both the official probate summons notifying interested parties of a court proceeding affecting their estate interests and a proof of service documenting how and when the summons was served.Transfer of Personal Property Without AdministrationForm LOCAL PR3Verified PDFAllows a successor to claim and transfer a decedent's personal property without formal probate administration by filing a sworn affidavit/declaration under California Probate Code Section 13101.Visitation OrderForm PRO-002Verified PDFOrders visitation rights in a guardianship of a minor proceeding in Mariposa Superior Court.Waiver of Accounting (Probate Code § 10954)Form 7001-PRVerified PDFAllows an heir, beneficiary, or other entitled person to waive their right to receive a detailed accounting from the executor or administrator before estate assets are distributed.Waiver of Accounting (Probate Code § 10954)Form SJPR-207Verified PDFAllows a beneficiary, heir, or their authorized representative to waive the executor's or administrator's obligation to file a formal accounting with the court before distribution of the estate.
Probate in California
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