California Legal Forms and Documents
Small Estates
| Declaration Under Probate Code Section 13100-13116 | |||
|---|---|---|---|
| PR201 $15.00 |
Document to transfer bank account assets in estates worth less than $150,000 without filing a formal probate action. The $150,000 limit applies to property subject to probate and there must be no real property. This form transfers funds from decedant's bank account. All formats show type of information needed to complete form. | View 1st Page MS Word |
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| Checklist - Estate Asset Records | |||
|---|---|---|---|
| PR02 $12.00 |
Two forms provided; a checklist of about 47 items for which records should be located to begin evaluating an estate and a second checklist of assets which are frequently handled outside of probate. Adobe form is NOT computer fill-in. | View 1st Page MS Word |
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Correspondence
| Request for Certified Copies of Death Certificate | |||
|---|---|---|---|
| FamLet13 $10.00 |
Request directed to county vital statistics office for copies, certified or not, of a death certificate. | View 1st Page MS Word |
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| Letter to Insurance Company regarding Life Insurance | |||
|---|---|---|---|
| FamLet14 $10.00 |
Letter from beneficiary to insurance company requesting claim form for benefits of a life insurance policy. | View 1st Page MS Word |
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