Lady Justice

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
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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
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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
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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
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MS Word
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PDF