Nine Steps to Properly Complete a Probate Notice to Creditors Form

During the probate administration process in California, the personal representative of the estate must provide notice of the estate’s administration to known creditors. This form gives notice to creditors they have a certain amount of time to file a Notice of Claim against the estate. If creditors fail to respond properly within the allowed time period, they may forfeit their ability to pursue a claim against the estate.

What information does the Notice to Creditors form need to contain?

The following is an overview of how to complete California’s Notice to Creditors form:

  1. Clearly state the name of the estate. For example, “The Estate of John B. Smith.”
  2. Enter the personal representative’s name, telephone number, and address.
  3. Indicate in which Superior Court in California the probate proceedings initiated.
  4. Include the street address and mailing address for the specific court, as well as the case number for the estate administration.
  5. Indicate the issue date of the letters authorizing the personal representative to act on behalf of the estate.
  6. Indicate the date that creditors received notice via email or hand-delivery
  7. If applicable, complete the “Proof of Service by Mail” section. This requires the person mailing the Notice to Creditors to include their address, an indication notice was deposited in a sealed envelope and placed for collection, and the date and place of deposit.
  8. List the name and address of each person who received the Notice by mail. If necessary, attach a list of any names that do not fit within the form.
  9. The form must also be signed and dated under the pains and penalty of perjury.

To learn more about how notice of a probate administration is provided to creditors, view our article, “California Probate: How Do You Notify Creditors.”

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Scott Grossman

Scott Grossman

Attorney

The Grossman Law Firm, APC · 525 B Street, Suite 1500, San Diego, CA 92101 · (951) 523-8307