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Estate Planning/Probate
Advance Health Care Directive Questionnaire
$15.00A Simple & Fillable PDF to Capture Your Health Care Wishes
This Advance Health Care Directive Questionnaire is a fillable PDF designed to help individuals clearly outline their medical and end-of-life care preferences. It serves as a structured guide for gathering essential information needed to create a legally valid Advance Health Care Directive, ensuring that your health care decisions are honored in the event you are unable to communicate them yourself.
California Department of Health Care Services Notification of Decedent’s Death
$10.00Ensure Compliance with Probate Code § 9202
This Department of Health Care Services (DHCS) Notification Letter is a professionally drafted template for notifying California’s DHCS Estate Recovery Unit of a decedent’s passing. This notice ensures compliance with California Probate Code § 9202, which requires notification to DHCS when a decedent received Medi-Cal benefits. The letter formally requests any claims the department may have against the estate.
California Franchise Tax Board Notification of Decedent’s Death
$10.00Ensure Compliance with Probate Code § 9202(c)(1)
This Franchise Tax Board Notification Letter is a professionally drafted template for notifying the California Franchise Tax Board (FTB) of a decedent’s passing. This notice ensures compliance with California Probate Code § 9202(c)(1) and provides a formal request for any outstanding claims against the decedent’s estate.
California Probate Fee Agreement
$15.00Clearly Define Legal Fees & Protect Your Practice
This Probate Fee Agreement is a professionally drafted document designed to establish clear terms for legal representation in California probate cases. It ensures compliance with California Probate Code, including statutory fees, extraordinary fees, and client payment expectations. Fully customizable, this agreement can also be adapted for use in other states where different probate laws apply.
California Probate Timeline
$5.00A Clear Guide for Attorneys & Clients
Navigating the probate process in California can be complex and time-consuming. This General Probate Timeline provides a structured overview of the key steps and estimated timeframes involved in administering a decedent’s estate through the court system. Whether you’re an attorney managing probate cases or a client seeking clarity, this guide helps set expectations and track progress.
Client Intake Questionnaire Bundle
$45.00Essential Intake Forms for Probate, Trust Administration & Estate Planning Clients
Essential Intake Forms for Estate Planning & Post-Death Administration Clients
This Client Intake Bundle includes four professionally designed questionnaires used by estate planning and probate attorneys to onboard new clients efficiently and thoroughly. Whether you’re creating a new estate plan, preparing an Advance Health Care Directive, or assisting a trustee or executor post-death, these forms help ensure you capture the key information needed to move the matter forward.
Each form is attorney-drafted and client-ready—designed to save time, reduce back-and-forth, and maintain a polished intake process across your practice.
Cover Letter for Lodging a Will with the Superior Court
$10.00Submit a Will for Safekeeping in Probate or Trust Administration
This Cover Letter for Lodging a Will provides a professional and properly formatted template for submitting a decedent’s original will to the Superior Court as required in probate and trust administration cases. Whether the will is being lodged for probate proceedings or safekeeping when no immediate probate is necessary, this document ensures a smooth and court-compliant filing process.
Cover Letter to Bond Company
$10.00Request for Probate Bond for Los Angeles County & Beyond
This Cover Letter to Bond Company is a professionally drafted template designed for executors, administrators, and attorneys seeking to obtain a probate bond from Bond Services of California or any other surety company. This letter ensures a formal and structured request for bonding in Los Angeles County probate cases, while remaining adaptable for use with other bond providers by simply updating the recipient’s details.
Cover Letter to Creditor Regarding a Possible Creditor Claim
$15.00Notify Potential Creditors & Ensure Proper Estate Administration
This Cover Letter to Creditor is a professionally drafted template designed for executors, administrators, and attorneys handling probate cases. It serves as a formal notification to potential creditors of a decedent’s estate, informing them of their right to file a claim while ensuring compliance with California probate law.
Declination and Nomination Notice to the Court
$15.00Formally Decline Appointment & Nominate a Successor Administrator
This Declination and Nomination Notice is a professionally drafted document designed for individuals who have priority to serve as administrator in a probate case but wish to decline the appointment and nominate another individual to act in their place. This notice ensures compliance with California probate law and can be filed with the court to facilitate a smooth transition in estate administration.
Estate Planning Attorney Email Templates – For New & Returning Clients
$25.00Streamline Client Communication & Save Time with Pre-Written Email Templates
Managing client communication is essential for any estate planning attorney, but writing the same emails repeatedly can be time-consuming. This collection of professionally crafted email templates is designed specifically for estate planning attorneys to help you efficiently respond to new clients, follow-ups, returning clients, and document finalization.
Estate Planning Questionnaire for Couples – Fillable Adobe PDF
$15.00Streamline Your Estate Planning Process with a Comprehensive, Fillable Questionnaire
This Estate Planning Questionnaire for Couples is a professionally designed fillable Adobe PDF that helps attorneys and clients efficiently gather the critical information needed to create a legally sound estate plan. Whether you’re an estate planning attorney working with clients or a couple looking to organize your estate details before meeting with an attorney, this form ensures nothing is overlooked.