State-Level Forms
Statewide petitions, notices, orders, and required filings organized around the administration.
All probate states
California probate. One connected workspace.
One case record powers Judicial Council forms, notices, inventories, transfer tools, and closing documents across the administration.
Explore California coverageProbate paths
Every administration. The right document set.
Start with the procedure that fits the matter. Each path opens into the forms, drafted pleadings, notices, and proposed orders available for that workflow.
Formal Probate Administration
A stage-based workflow for opening, notice and creditors, asset administration, and closing.
Opening
Open the estate, request appointment, and prepare the initial hearing and fiduciary forms.
Petition for Probate
DE-111
Petition attachment for special administration
DE-111(A-3e)
Notice of Hearing—Decedent's Estate
DE-120
Attachment to Notice of Hearing
DE-120(MA)
Proof of Personal Service
DE-120(P)
Attachment to Proof of Personal Service
DE-120(PA)
Notice of Petition to Administer Estate
DE-121
Attachment to Notice of Petition
DE-121(MA)
Proof of Subscribing Witness
DE-131
Proof of Holographic Instrument
DE-135
Order for Probate
DE-140
Waiver of Bond
DE-142
Duties and Liabilities of Personal Representative
DE-147
Confidential Supplement to Duties and Liabilities
DE-147S
Letters
DE-150
Notice & creditors
Manage special notice requests, creditor notice, claims, and claim decisions.
Request for Special Notice
DE-154
Notice of Administration to Creditors
DE-157
Creditor's Claim
DE-172
Allowance or Rejection of Creditor's Claim
DE-174
Administration
Prepare inventories, proposed-action notices, sale filings, and assessor materials.
Inventory and Appraisal
DE-160
Inventory and Appraisal Attachment
DE-161
Notice of Proposed Action
DE-165
Waiver of Notice of Proposed Action
DE-166
Report of Sale and Petition for Order Confirming Sale
DE-260
Order Confirming Sale of Real Property
DE-265
Ex Parte Petition for Authority to Sell
DE-270
Order Authorizing Sale of Real Property
DE-275
Change in Ownership—Death of Real Property Owner
BOE-502-D
Closing
Report the administration, request distribution, and complete final discharge.
Petition for Final Distribution and Report of Personal Representative
Ex Parte Petition for Final Discharge and Order
DE-295
Small Estate Administration
A focused set of non-formal transfer tools and assessor documents for qualifying matters.
Transfer tools
Select the procedure that matches the property, claimant, and statutory requirements.
Small Estate Affidavit for Personal Property
Spousal Property Petition
DE-221
Spousal Property Order
DE-226
Primary Residence Succession Petition
Heggstad Petition
Change in Ownership—Death of Real Property Owner
BOE-502-D
Complete form coverage
From the statewide form to the final accounting.
County-Level Forms
Local checklists, cover sheets, and court-specific documents matched to the filing venue.
Estate Accounting
Inventories, receipts, disbursements, and fiduciary accountings connected to the same matter record.
Inside every matter
The everyday tools behind the documents.
Matter Notes
Keep case context and drafting notes with the matter.
Auto-Populate Forms
Enter a fact once and carry it into every relevant document.
Automated Workflows
Move from opening documents through closing in one workspace.
Central Matter Record
Keep parties, property, court details, and dates connected.
Document Packages
Generate the forms and drafted pleadings needed for each path.
California practice context
Built around the court and the procedure.
Probate matters are handled in the superior court for the county with proper venue, subject to statewide forms and local court requirements.
- Court
- Superior Court of California
- Streamlined paths
- Small-estate transfer tools include personal-property affidavits, spousal property petitions, primary-residence succession, and related assessor filings.
- Statewide Judicial Council forms are paired with matter facts and selected by stage.
- Small-estate options are organized separately from formal probate administration.
- Attorneys remain responsible for eligibility, local rules, filing, and final review.
Frequently asked questions
California probate, clearly mapped.
How can Statular improve my probate practice?
Statular brings matter information, notes, probate workflows, and supported forms into one workspace. Entered facts can flow into relevant documents, reducing repetitive data entry and helping your team move from opening through administration and closing with a clearer process.
Which probate matters can I handle with Statular?
For California, Statular currently organizes Formal Probate Administration, Small Estate Administration. Coverage varies by jurisdiction and can include full administration, small-estate procedures, summary proceedings, will-only filings, ancillary administration, and other state-specific workflows.
Which probate forms does Statular provide?
Each state page lists the documents currently registered for generation in Statular. Depending on the jurisdiction, coverage can include statewide forms, county-level forms, drafted pleadings, notices, inventories, accountings, proposed orders, and closing documents.
Does Statular automatically populate probate forms?
Supported documents draw from the matter record so shared information can carry into relevant fields across the document set. This helps firms avoid repeatedly entering names, court information, interested parties, assets, and other matter facts.
Does Statular support county-specific probate forms?
County-level coverage varies by state and venue. When supported, Statular organizes local forms and checklists alongside the applicable statewide workflow. The document lists on each state page reflect the county-specific forms currently registered in Statular.
Can I edit the documents Statular generates?
Yes. Documents generated through Statular remain subject to attorney review and can be revised before filing or delivery. Statular supports the drafting workflow without replacing the attorney's professional judgment.
Does Statular help with probate accounting?
Where supported, Statular can organize estate assets, receipts, disbursements, distributions, and accounting information within the matter workflow and use that information in registered inventory or accounting documents.
Can my team track the entire probate matter in Statular?
Yes. Matter notes, connected information, document packages, and workflow tasks help the team maintain a shared view of the administration from intake through closing.
Does Statular determine whether an estate qualifies for a particular probate procedure?
No. Statular organizes available workflows and documents, but the attorney remains responsible for determining eligibility, venue, deadlines, local requirements, and the appropriate procedure for the estate.
Does Statular generate California Judicial Council probate forms?
Yes. The formal probate workflow includes supported Judicial Council forms for opening, creditor matters, asset administration, and discharge, populated from the matter record and prepared for attorney review.
Are California small-estate tools separate from formal probate?
Yes. Statular organizes qualifying transfer tools in a separate small-estate track so firms can select the appropriate procedure without opening the full formal administration workflow.