California Franchise Tax Board Notification of Decedent’s Death

What’s Included:

✔ Legally Compliant Notification – Properly formatted notice in accordance with California law.
✔ Essential Decedent Information – Includes the decedent’s full name, date of death, and last known address.
✔ Trust & Estate Representative Details – Identifies the trustee or personal representative handling the estate.
✔ Claim Request Statement – Requests the FTB to file any claims against the estate within the legally required timeframe.
✔ Attachment Instructions – Space to include a certified death certificate for proper verification.
✔ Customizable Format – Available in Word and PDF for easy editing and firm branding.

Why This Letter is Essential:

✅ Meet Probate Code Requirements – Ensures the estate follows legal obligations for tax and debt notifications.
✅ Protect the Estate & Trustee – Proper notification reduces liability and helps prevent future tax disputes.
✅ Facilitate a Smooth Administration – Helps trustees and personal representatives handle tax-related matters efficiently.
✅ Attorney-Approved Format – Professionally drafted for seamless court and government agency submissions.

📥 Instant Download – Fully Editable & Ready to Use
Stay compliant with California law—Download your FTB Notification Letter today!