Contact information: Claimant (the person collecting the property)

Prefix

First name *

Middle name

Last name *

Emails

Email Address *

Type

Upon submission, a copy of this form will be sent to the primary email.

PrimaryDefault email false

Addresses

Street address

Country

City

State/Region

Province/Region

Zip/Postal code

Address type

PrimaryDefault address false

Phone numbers

Phone number

Type

PrimaryDefault number false

Add phone number

Your relationship to the person who died

Surviving spouse

Child

Other relative

Beneficiary named in the will

Other

Please name

Is anyone else entitled to share in this property?

Yes

List each person's name, relationship, and mailing address.

No

Decedent

Decedent's full legal name and any other names used

Date of death

State and county where the decedent lived at the time of death

Did the decedent leave a will?

Yes

No

Has a probate case been opened in any state?

Yes

No

Property

In which state is the property you are collecting located?

California

Nevada

List each asset you are collecting: institution or agency, type

(bank account, vehicle, stock, final paycheck, etc.), and approximate value on the date of death. For accounts, provide all digits.

Estimated total value of all property in the decedent's sole name in that state. Do not include joint accounts, accounts with a named beneficiary, or trust assets.

Under $25,000

$25,000–$150,000

$150,001–$208,850

Over $208,850

Not sure

Did the decedent own real estate in their sole name (house, land, condo, or timeshare)?

Yes, in California

Yes, in Nevada

No

Not sure

Have the decedent's funeral expenses, last-illness expenses, and debts been paid?

Yes

Partially

No

Not sure

Fees

Please select below services

Small Affidavit up to 3 assets $600

Small Affidavit up to 8 assets $1500

Documents and Signing

Upload a certified death certificate, a copy of the will (if any), and a recent statement, title, or letter for each asset listed

Add attachment

Choose file

This file could not be attached because it exceeds the 50MB limit.

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Upload a copy of the will (if any)

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Upload the title of real property (if any)

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Upload statements from bank, brokerage or any other financial institutions

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Upload other personal property

Add attachment

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This file could not be attached because it exceeds the 50MB limit.

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How will you sign before a notary?

In office (only if you reside in San Jose or Las Vegas office)

Own notary

Request Mobile Notary

Client's Electronic Signature

Please type your full name

Today signing date