Opening a Probate Bundle

What’s Included:

✔ Probate Intake Questionnaire (3 Pages)
A clean, client-friendly form to collect all essential information: decedent details, heirs, assets, debts, and relevant dates. Helps you evaluate the case quickly and accurately.

✔ California Probate Timeline (1 Page)
A simple, court-stage overview to share with clients or staff. Sets expectations from filing to distribution and helps explain key steps like Letters, inventory, and final orders.

✔ Probate Fee Agreement (2 Pages)
Attorney-client fee agreement tailored for probate administration. Includes statutory fee language per California Probate Code §§ 10800–10810 and optional extraordinary fee structure.

🎁 Bonus Items Included in This Bundle:

✔ Cover Letter for Lodging the Will (1 Page)
Professionally worded letter to accompany the lodging of the decedent’s original will with the court — required by law even if probate isn’t immediately pursued.

✔ Cover Letter to Bond Services (1 Page)
Standard letter addressed to Bond Services of California or other surety providers, requesting issuance of a probate bond — easily editable for any county or company.

Why You’ll Love This Bundle:

✅ Saves Time with Every New Case – Intake, communication, and retention documents all in one place
✅ Court-Ready and Client-Friendly – Balances professional formatting with plain-language structure
✅ Tailored for California Practice – Designed to align with California probate procedure and deadlines
✅ Bonus Templates You Actually Use – Includes two of the most common first-week letters in any probate file
✅ Fully Editable – All documents provided in Word and PDF formats for maximum flexibility

💰 Bundle & Save – Priced lower than purchasing each document individually.

📥 Instant Download – Fully Editable & Ready to Use
Start your probate matters with clarity and confidence—Download the Opening a Probate Bundle today!