Notice of Deposit of Estate Planning Documents 2025

1. Click ‘Get Form’ to open the Notice of Deposit of Estate Planning Documents in our editor.
2. Begin by entering the NAME, ADDRESS, and TELEPHONE NUMBER of the attorney or party without an attorney at the top section. Ensure accuracy as this information is crucial for identification.
3. Fill in the STATE BAR NUMBER next to the attorney's details. This helps verify the attorney's credentials.
4. In the section labeled 'ATTORNEY FOR (Name):', specify who the attorney represents. This clarifies the relationship between parties involved.
5. List all estate planning documents being submitted for deposit in accordance with Probate Code §732(c). If necessary, attach an additional page for more documents.
6. Complete the certification section by confirming your status as either the attorney or authorized person under Probate Code §735. Provide any required details.
7. Indicate if a Notice of Termination was mailed and provide its date along with details about any deceased attorneys if applicable.
8. Finally, calculate and enter the total fee for document deposit based on $20.00 per document, ensuring you have included all necessary documents before signing and dating at the bottom.

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