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Attorney Engagement Letter
California
This California State Bar approved Attorney-Client Fee Agreement generates a completed engagement letter for your law firm to send to the client. It considers options for hourly litigation matters, hourly non-litigation matters, and contingency matters.
Contracts, Law Firm Administration
Attorney Engagement LetterBeneficial Ownership Information Reporting FinCEN
USA - Federal
USA - All States
This is a workflow to collect information for the FinCEN BOI form. The BOI Form is used to report beneficial ownership information to the Financial Crimes Enforcement Network (FinCEN).
Corporate
Beneficial Ownership Information Reporting FinCENCalifornia Estate Planning Digital Assets Trust
California
Interactive template to help protect and manage your digital assets after your death or incapacity.
Estate Planning
California Estate Planning Digital Assets TrustCalifornia Estate Planning Joint Fee Agreement
California
Interactive document that outlines, among other things, necessary conflict waivers related to dual representation when representing clients in their estate planning.
Estate Planning
California Estate Planning Joint Fee AgreementCalifornia Estate Planning Package (with Trust) for Couple
California
Interactive workflow for drafting a complete estate plan for a married couple, which includes a revocable living trust for a couple (with instructions on what happens when one spouse predeceases another and an "optional disclaimer" trust for the surviving spouse), documents to transfer assets to that trust, health care directives, financial directives and instructions for other assets such as retirement accounts.
Estate Planning
California Estate Planning Package (with Trust) for CoupleCalifornia Estate Planning Package (with Trust) for Individual
USA - All States
California
Interactive workflow for drafting a complete estate plan for an individual; includes an estate planning package for an individual with a Revocable Living Trust, Will, Healthcare Directive, DPOA, TPP, Grant Deed, and Instructions for Beneficiaries.
Estate Planning
California Estate Planning Package (with Trust) for IndividualCalifornia Estate Planning Package (without Trust) For Individual or Couple
California
Interactive templates for drafting an estate plan without a trust, which includes a will, health care directives, financial directives and instructions for other assets such as retirement accounts.
Estate Planning
California Estate Planning Package (without Trust) For Individual or CoupleCalifornia Estate Planning Package Amendment and Revocation Documents
California
Interactive templates for when you need to amend, revoke or restate your estate planning documents.
Estate Planning
California Estate Planning Package Amendment and Revocation DocumentsCalifornia Estate Planning Pet Trust
California
Interactive template that ensures funds are available and certain measures taken to caretake for pets once the owner is deceased. Essentially, estate planning for your pet.
Estate Planning
California Estate Planning Pet TrustCalifornia Estate Planning Power of Attorney for Child
California
Interactive document executed by parents to give another adult temporary authority to care for their child.
Estate Planning
California Estate Planning Power of Attorney for ChildCalifornia Estate Planning Small Estate Affidavit
California
Not necessarily estate planning, but, interactive template for when decedent has an estate that is valued under a certain amount and that person did not have any estate planning. Per California CourtsSelf-Help Guide, that amount can change from year to year.
Estate Planning
California Estate Planning Small Estate AffidavitCalifornia Estate Planning Uniform Statutory Form Power of Attorney
California
Automation to generate California's Uniform Statutory Form Power of Attorney.
Estate Planning
California Estate Planning Uniform Statutory Form Power of AttorneyCalifornia Family - Child Custody
California
Automated document set for California family law, including all of the child custody Judicial Council forms.
Divorce, Family Law
California Family - Child CustodyCalifornia Family - Continuing Divorce
California
This workflow asks questions to automatically fill out the California Judicial Council Forms for continuing a divorce proceeding, including child support orders, declarations for default or uncontested division of property, property orders, income withholding.
Family Law, Divorce
California Family - Continuing DivorceCalifornia Family - Continuing Divorce - SHORT FORM
California
Short Version - Questionnaire to automatically fill out the California Judicial Council Forms for continuing a divorce proceeding. Fills in only fields that appear multiple times.
Family Law
California Family - Continuing Divorce - SHORT FORMCalifornia Family - Petition to Initiate Divorce
California
This workflow asks questions to automatically fill out the California Judicial Council Forms for a Petition for divorce in California. It considers divorces with or without children, and with or without property.
Family Law, Divorce
California Family - Petition to Initiate DivorceCalifornia Family - Petition to Initiate Divorce SHORT FORM
California
SHORT VERSION: This workflow asks questions to automatically fill out the California Judicial Council Forms for a Petition for divorce in California, fills only fields that occur multiple times.
Family Law
California Family - Petition to Initiate Divorce SHORT FORMCalifornia Privacy Policy
California
Upon completion of this intake, the following document will be generated based on your entries: * A Privacy Policy for a California software company. Includes provisions for UK or European data subjects.
Corporate, Contracts, Startup Law, Privacy
California Privacy PolicyCalifornia Probate - Petition to Initiate Probate
California
This workflow allows you to generate forms to initiate a petition for probate in California.
Probate
California Probate - Petition to Initiate ProbateColorado Probate - Informal Probate Case
Colorado
Automated document set for Informal Probate Case with Will. Forms include JDF703, JDF704, JDF721, JDF911, JDF912, JDF915, JDF916, JDF917, JDF942, JDF943, JDF944, JDF965
Estate Planning, Probate
Colorado Probate - Informal Probate CaseDiscovery Requests
USA - Federal
USA - All States
This questionnaire allows you to automate the repetitive parts of discovery requests and/or responses. This is a basic example that can be expanded.
Civil Litigation
Discovery Requests Florida Family - Financial Affidavit
Florida
Questionnaire that generates a filled-in Form 12.902(c): Florida Family Law Financial Affidavit (Long Form)
Family Law
Florida Family - Financial AffidavitIRS Corporate - IRS Forms 2553, 2848, 8821, SS4
USA - Federal
USA - All States
California
Colorado
Canada
Automated document set of IRS Forms 2553, 2848, 8821, SS4
Corporate
IRS Corporate - IRS Forms 2553, 2848, 8821, SS4Immigration Employer Attestation Letter
USA - Federal
USA - All States
Automatically generate a letter from the employer attesting to the employee's status, salary, and other information required for an employment-based immigration matter.
Immigration, Employment
Immigration Employer Attestation LetterMichigan Family Law - Commencing Case Court Forms
Michigan
Automated document set of MC 01 - Summons, MC 21 - Confidential Case Inventory, FOC 23 - Verified Statement, and DCH-0838 - Record of Divorce or Annulment
Family Law
Michigan Family Law - Commencing Case Court FormsMichigan Family Law - Discovery Stage Court Forms
Michigan
Automated document set for Michigan's MC 11 - Subpoena and CC 320 - Domestic Relations Verified Financial Information Form
Family Law
Michigan Family Law - Discovery Stage Court FormsMichigan Family Law - End of Case Forms
Michigan
Automated document set for Michigan end of case family law forms, including the spousal and child support orders, judgments, default requests, and orders.
Family Law
Michigan Family Law - End of Case FormsMichigan Family Law - Friend of the Court Forms
Michigan
Automated document set including Michigan's DHS-1201D - Application for IV-D Child Support Services, FOC 39 - Friend of the Court Case Questionnaire, FOC 39e - Child-Care Verification
Family Law
Michigan Family Law - Friend of the Court FormsMinnesota Family - Answer for Dissolution of Marriage or Custody and Parenting Time
Minnesota
Interactive questionnaire to generate forms for Respondents facing a divorce or custody and parenting time action, including the Answer and Counter Petition for Dissolution or the Answer and Counter Petition for Custody and Parenting Time, the Certificate of Representation, the Summons, and the Notice of Public Assistance.
Family Law, Divorce, Legal Aid/Non-Profit
Minnesota Family - Answer for Dissolution of Marriage or Custody and Parenting TimeMinnesota Family - Final Order of Dissolution of Marriage for Petitioners
Minnesota
Interactive questionnaire to general a final order of dissolution of marriage for petitioners in Minnesota.
Divorce, Family Law, Legal Aid/Non-Profit
Minnesota Family - Final Order of Dissolution of Marriage for PetitionersMinnesota Family - Final Order of Dissolution of Marriage for Respondents
Minnesota
Interactive questionnaire to generate a final order of dissolution of marriages for respondents.
Family Law, Divorce, Legal Aid/Non-Profit
Minnesota Family - Final Order of Dissolution of Marriage for RespondentsMinnesota Family - Petition for Dissolution of Marriage or Custody and Parenting Time
Minnesota
Interactive questionnaire for attorneys to generate Petition for Dissolution OR Petition for Custody and Parenting Time Certificate of Representation, Summons, and Notice of Public Assistance.
Family Law, Divorce, Legal Aid/Non-Profit
Minnesota Family - Petition for Dissolution of Marriage or Custody and Parenting TimeMinnesota General - Post Order Documents
Minnesota
Interactive questionnaire to generate a Notice of Withdrawal of Counsel and a Notice of Filing Order OR a Notice of Entry Judgment. This workflow is meant for Minnesota attorneys who need to end the attorney-client relationship after the case is finished.
General, Divorce, Legal Aid/Non-Profit, Family Law, Civil Litigation
Minnesota General - Post Order DocumentsMinnesota Legal Aid - In Forma Pauperis Application Fee Waiver
Minnesota
Interactive questionnaire to generate the In Forma Pauperis Affidavit, Proposed Order, and the Financial Affidavit for Child Support.
Family Law, Legal Aid/Non-Profit
Minnesota Legal Aid - In Forma Pauperis Application Fee WaiverMinnesota Social Security - Administration Letter to Client
Minnesota
Interactive Questionnaire that creates a letter to the client that can be customized with your letterhead.
Social Security, Legal Aid/Non-Profit, General
Minnesota Social Security - Administration Letter to ClientMinnesota Social Security - Letter to Social Security Administration
Minnesota
An interactive questionnaire to generate a letter to the Social Security Administration to request a client's medical records to aid in the appeal process for Social Security disability benefits.
Social Security, Legal Aid/Non-Profit
Minnesota Social Security - Letter to Social Security AdministrationMinnesota Social Security - Medical Records Request with Affidavit
Minnesota
USA - Federal
Interactive workflow to generate requests for a client’s medical records from the Social Security Administration to aid in the appeal process for Social Security disability benefits.
Social Security, Legal Aid/Non-Profit
Minnesota Social Security - Medical Records Request with AffidavitMinnesota Social Security Medical Records Request No Affidavit
Minnesota
Interactive questionnaire that generates a medical records request without an affidavit to aid in the appeal process for Social Security disability benefits
Social Security, Legal Aid/Non-Profit
Minnesota Social Security Medical Records Request No AffidavitNew Jersey Divorce - Information Statements
New Jersey
Automated NJ divorce document set, including NJ-CN 10890 - Rule 5_4-2.h. Certification by Attorney and Client, NJ-CN 10486 - Confidential Litigant Information Sheet, and NJ-CN 10482 - Family Case Information Statement
Divorce
New Jersey Divorce - Information StatementsNew Jersey Guardianship - All Forms
New Jersey
Automated document set including 1. Order Fixing Guardianship Hearing Date and Appointing Attorney for Alleged Incapacitated Person 2. Certification of Physician or Psychologist 3. Certification in Support of Guardianship 4. Certification of Assets 5. Judgement of Incapacity and Appointment of Guardian(s) of the Person 6. Instructions for Completing the Adult Guardianship Case Information Statement 7. Judgement of Incapacity and Appointment of Guardian(s) of the Person and Estate 8. Certification of Criminal and Civil Judgement History
Estate Planning, Family Law
New Jersey Guardianship - All FormsNew York Probate - Administration Estate
New York
Automated document set for your client's administration estate matter, including the following documents: New York Administration Estate, Administration Estate, Petition for Ancillary Letters of Administration, Petition for Letters of Administration
Probate
New York Probate - Administration EstateNew York Probate - Estate
New York
Automated set of New York probate documents, including Notice of Petition for Appointment of Successor Executor, Petition for Ancillary Probate, Petition for Letters of Administration After Probate, Petition for Probate, Petition For Successor Letters Testamentary, Renunciation of Successor Letters Testamentary and Waiver of Process Corporation, Renunciation of Successor Letters Testamentary and Waiver of Process Individual
Probate, Estate Planning
New York Probate - EstateNew York Probate - Small Probate
New York
Automated document set for a small estate going through probate in New York, including the following documents: Affidavit in Relation to Settlement of Estate Amended Affidavit in Relation to Settlement of Estate Renunciation of Voluntary Administration Report and Account in Settlement of Estate Pursuant to Article 13 SCPA
Probate
New York Probate - Small ProbateVermont Probate - Closing Small Estate
Vermont
Automated Document set for Vermont Probate - Closing a Small Estate
Probate
Vermont Probate - Closing Small EstateVermont Probate - Formal Accounting
Vermont
Automated document set to generate forms for a Formal Accounting in Vermont.
Probate
Vermont Probate - Formal AccountingVermont Probate - Formal Asking to Sell, Convey, Mortgage, or Lease Personal or Real Property
Vermont
The automated document set for Vermont Probate for a formal asking to sell, convey, mortgage, or lease personal or real estate property.
Probate
Vermont Probate - Formal Asking to Sell, Convey, Mortgage, or Lease Personal or Real PropertyVermont Probate - Formal Closing Estate
Vermont
Automated Document Set for Vermont probate, Formal Closing Estate
Probate
Vermont Probate - Formal Closing EstateVermont Probate - Formal Making Claim Against Estate
Vermont
Automated Document Set for Vermont - making a formal claim against the estate
Probate
Vermont Probate - Formal Making Claim Against EstateVermont Probate - Formal Opening Estate
Vermont
Automated Document Set for Vermont: Formal Opening of the Estate
Probate
Vermont Probate - Formal Opening EstateVermont Probate - Opening Small Estate
Vermont
Automated Document Set for Vermont - Opening a Small Estate
Probate
Vermont Probate - Opening Small EstateVermont Probate - Other Estate Forms
Vermont
Automated document set including a variety of forms needed for a probate matter in Vermont.
Probate
Vermont Probate - Other Estate FormsWisconsin Probate - Application
Wisconsin
Interactive templates for drafting the set of documents required for a Probate application in Wisconsin. Click "Try This Workflow" to see all included forms.
Probate
Wisconsin Probate - ApplicationThe information provided on this website/page is for general informational purposes only. It should not be construed as legal advice, nor does it create an attorney-client relationship between the author and any readers or users of this content.
Reviewed By
Jenna Zebrowski, JD, MBA
Attorney
Jenna Zebrowski is a JD/MBA graduate from Texas Tech University School of Law. After working in Mexico City for 3 years, she returned to the US and spent over a decade working in-house for large and small companies, including franchises, in a real estate leasing capacity, as well as in the mortgage and title industries. In private practice since 2019, Jenna is passionate about advocacy and protection for her clients’ rights, working collaboratively towards problem prevention, and solution, when necessary.
In the legal process of administering a decedent's estate, the DE-121 Notice of Petition to Administer Estate form is necessary after a person has filed a Petition for Probate. This form is used to notify all interested parties, such as heirs, beneficiaries, and creditors, about the upcoming probate proceeding. The process generally begins when someone starts the process of managing and distributing the decedent's estate.
- **Death of the Decedent**: The process is triggered by the passing of the deceased, and the need to administer their estate.
- **Filing a Petition for Probate**: The probate process begins with filing the Petition for Probate, which requests the court to formally recognize the executor or administrator.
- **Submission of the Decedent's Will**: If there's a will, submitting it to the court as part of the Petition for Probate usually happens before issuing the notice.
The purpose of the DE-121 form is to ensure that anyone who has a potential interest in the estate is informed of the proceedings and has the opportunity to object to them. Properly notifying interested parties is crucial, as it allows any objections or claims to be resolved under legal supervision.
- **1. Complete the Form:** Fill out the DE-121 form with accurate information about the decedent, petitioner, and hearing details.
- **2. Prepare Copies:** Make sufficient copies of the completed form to serve all interested parties, including heirs, beneficiaries, and creditors.
- **3. File with the Court:** Submit the original form to the Superior Court of California in the county where the decedent resided.
- **4. Serve the Notice:** Serve a copy of the form and any relevant documents on all interested parties by mail or in person, within the timelines set forth by the court.
- **5. Proof of Service:** Complete the proof of service section on page two of the form and file it with the court to prove that notice was properly served.
Identify Interested Parties
Be thorough when listing all heirs, beneficiaries, creditors, and other interested parties. This ensures that everyone with a potential interest in the estate is notified and helps prevent legal issues later on. Double-check alternate names the decedent was known by to avoid missing someone.
Personal Representative
Ensure that the person being proposed as the personal representative (executor or administrator) is willing and eligible to serve in this role. They must not have a conflict of interest and should have the capacity to handle the responsibilities involved in administering the estate.
Independent Administration
Understand the Independent Administration of Estates Act, which allows the personal representative to manage the estate with minimal court supervision. This can speed up administration, but it's crucial to determine if this level of authority is appropriate for the estate’s circumstances.
Objection Process
If you have objections to the petition, be aware that you must file them in writing prior to the hearing, or be prepared to present them in person during the hearing. Consult an attorney to ensure that your objections are properly drafted and filed.
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1
Check the court's schedule to confirm the date, time, and location of the hearing mentioned in the notice.
2
Serve a copy of the Notice of Petition to Administer Estate to all heirs, beneficiaries, creditors, and interested parties as required by law and retain proof of service.
3
File the proof of service with the court before the hearing date to demonstrate that all interested parties have been notified.
4
Prepare for the hearing by gathering any additional documents or information needed to support the petition to administer the estate.
5
Attend the scheduled hearing in person or through an attorney to present your case and respond to any objections that may be raised by interested parties.
