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California Probate Volume

ProDoc’s Probate volume of more than 490 automated forms makes handling Probate cases easier, faster and more profitable for your practice.

From the application for probate through distribution of assets and closure of the estate, our probate volume contains virtually every form you’ll need every day. It includes notices, accountings, more than 30 petitions and orders, bonds, compensation forms, letters, and client intake forms as well as the Judicial Council forms and local county forms. Finally, the Probate volume also includes the Probate PowerPack.


Our Probate volume is fully integrated with ProDoc, so whether you’re doing a simple proceeding or a full Special Administration that converts into a regular Administration with an Inventory, Accounting, and Final Petition for distribution, you enter information once and ProDoc automatically stores and uses that information in all of the documents where it’s needed—and it’s all just a few mouse clicks away. You’ll draft complete, accurate documents in a fraction of the time it takes you now.

Here’s what you’ll find in our Probate volume:

Inventory
The Accounting
Distribution
Personalty and Real Property
Allowances and Exempt Property
Special and Ancillary Administration
Heirship and Small Estates
Compensation
Miscellaneous
Judicial Council Forms
Local Forms


Inventory
We created an entirely new and better way to generate DE-160 and DE-161 as well as expediting data entry for the Accounting. Using the Probate PowerPack you can quickly enter all of the property of the Decedent in an easy to use spreadsheet format where you describe each piece of property. The PowerPack then automatically generates the Inventory and Appraisal, saving you tremendous amounts of time and greatly reducing the likelihood of errors.

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The Accounting
After you enter the description or value of an asset in the Probate PowerPack, you never have to enter it again.

ProDoc saves all of the information entered in the Inventory and Appraisal so each asset flows seamlessly into the Accounting. You only need to identify which assets are no longer on hand because they have been sold or already distributed or perhaps add a new piece of property found after the Inventory and Appraisal was entered with the Court, and your Accounting is ready for printing.

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Distribution
We automated all of the distribution forms including various petitions and orders that you can quickly assemble to file with the Court. And, we also automated the Receipt from beneficiaries who have received their share of the estate.

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Personalty and Real Property
We unleashed the power of ProDoc on all personalty and real property forms including personal representative deeds and general property forms. We provide petitions and orders to privately sell real property, enter into a lease agreement regarding the decedent’s property, invest part of the estate, purchase an annuity, continue operating the decedent’s business, or exercise an option right. The logic we build into our automated forms enables you to generate amazingly detailed documents covering virtually any contingency you can imagine—all finished in minutes.

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Allowances and Exempt Property
You’ll find in this volume all those forms you can’t find anywhere else—and they’re all automated. We include everything you need to provide for the spouse and minor children including petitions and orders to establish and modify a family allowance, to set aside exempt personal property or a homestead and to provide for temporary possession of the family dwelling.

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Special and Ancillary Administration
And, we include the documents you need for a less common type of estate proceeding such as a special or ancillary administration. In addition to any needed Judicial Council forms (included in the volume) we also offer Accountings and Petitions and Orders for Final Distribution just for these types of matters.

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Heirship and Small Estates
Finally, for those estates where you are avoiding regular probate such as for small estates and heirship proceedings, ProDoc provides the Petitions and Orders you need to swiftly handle these matters.

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Compensation
All of the compensation forms you will need to get the Court’s approval for your fees are included and fully automated. Whether you are seeking interim payment while the probate continues or final payment at the end of the case, ProDoc offers a Petition and Order tailor-made to be filed with the Court so that you can quickly receive the Court’s consent. Similar Petitions and Orders are provided for compensation for the Personal Representative of the estate. We also provide Petitions and Orders to request relief from specific will provisions that addressed compensation.

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Miscellaneous
You’ll also find in here all of the bonds, notices, disclaimers, and letters you need to open and close the estate.

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Judicial Council Forms
We also automated the more than 60 Judicial Council forms that you need for a probate matter and they are completely integrated with all of the other forms. As an example of the logic we build into these forms, when you describe your estate as testate you’re never asked questions appropriate to an intestate estate for the entire life of your case. With ProDoc you’ll never again need an Additional Page (MC-020) or Attachment Page (MC-025) to add more information. Instead, ProDoc automatically prepares an Additional Page or Attachment Page for overflow information while you prepare your main Judicial Council form. No more jumping back and forth between documents or between an assembly program and a word processor.

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Local Forms
We also included all of the probate related forms for the counties of: Los Angeles, Orange, Riverside, Sacramento, San Bernardino, San Diego, San Francisco, San Joaquin, San Mateo, Santa Barbara, Sonoma, and Ventura. We include them in our Probate volume at no additional cost.

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Order this volume online in one of the following Library options:

California General Practice Library
California Office Practice Library
California Estate Planning Library


 
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