California initial disclosures 2026

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  1. Click ‘Get Form’ to open the California Initial Disclosures template in our editor.
  2. Begin by filling in the case information on the first page, including your name, address, and case number.
  3. Complete Section 1 'List of Witnesses' by listing individuals who may testify. Include their contact information and a brief description of what they know about the case.
  4. In Section 2 'List of Documents and Things', categorize documents that support your claims. Specify their locations for easy reference.
  5. If you are the Plaintiff, complete Section 3 'Damages Computation' detailing each type of damage and calculations involved.
  6. For Defendants, fill out Section 4 regarding any liability insurance related to the claims.
  7. Number all pages of your disclosures and review them for accuracy before signing.
  8. Prepare the Certificate of Service to ensure all parties receive copies of your disclosures as required.

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