San Mateo /divisions/probate/petition-documents

Source: https://sanmateo.courts.ca.gov/divisions/probate/petition-documents

Petition Documents

Documents Required When Filing the Petitions Below:

Initial Decedent's Estate

Petition for Probate

Notice of Petition to Administer Estate

If there is a Will, the Original must be Lodged with the Court prior to the hearing date.

Please submit the Order for Probate and copies at least 7 days prior to the hearing date, along with a self-stamped addressed envelope if you want a copy of your Order sent to you.

In order to comply with Probate Sections you must publish with in 30 days of the file date as outlined on Form PR-13.

Prior to Issuance of Letters

The following forms are required prior to the issuance of Letters:

Duties and Liabilities of Personal Representative

Confidential Statement of Birth Date & Driver's License Number

Request for Appointment of California Probate Referee (local form PR-5)

Bond (if specified on the Order)

Order for Probate

Letters

If you have any questions or concerns, please call the general Probate number at (650) 261-5100.

Other Probate Case Types

Affidavit Re Real Property of Small Value

Petition to Determine Succession to Real Property

Affidavit to Comply with California Probate Code 13100-13115 (local form PR-8)

Click for a computer program that can help you fill out all these forms by answering simple questions. It can also help you file your forms electronically (through e-filing) if you choose. Visit our e-filing page for more information.

Image