Table of heirship california 2026

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  1. Click ‘Get Form’ to open the Table of Heirship in the editor.
  2. Begin by entering the Deceased Owner's Name and Date of Death at the top of the form. This information is crucial for identifying the estate.
  3. In Section 1, list all known spouses of the deceased. For each spouse, provide their first, middle (if applicable), last name, date of marriage, birth, and death dates. If there are no spouses, enter 'None'.
  4. Proceed to Section 2 to enter details about the deceased owner's children. Include their names and relevant dates as you did for spouses. Again, if there are no children, write 'None'.
  5. In Section 3, document any grandchildren following the same format. Ensure accuracy as this section is vital for inheritance claims.
  6. Sections 4 and 5 require information about parents and siblings respectively. Fill in their names and dates similarly.
  7. Finally, review all entries for accuracy before signing at the bottom of the form to declare that all information is true.

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The Table of Heirs form serves as a critical document for identifying and documenting the rightful heirs to unclaimed funds or estate assets, as outlined by the State Comptrollers Office.
If the person named in the will cannot act or there is no will, then theres an order of priority for who may be appointed a personal representative. The order of priority is any surviving spouse or domestic partner, then a child, then a grandchild, then a parent, and then a sibling.

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