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.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.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 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 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.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.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.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 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 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 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.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.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.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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