Table of Contents
Why This Deadline Matters {#why-this-deadline-matters}
The 90-day DHCS notice is the single most dangerous deadline for new probate attorneys.
Miss it and:
- Personal liability for Medi-Cal claim amount
- Malpractice exposure
- Disciplinary risk
- Estate liability
This isn't theoretical. DHCS actively pursues estate recovery. They will catch the missed notice.
This article will ensure you never make this mistake.
What Is DHCS Estate Recovery? {#what-is-dhcs-estate-recovery}
The Department of Health Care Services (DHCS) administers Medi-Cal (California's Medicaid program).
When someone receives Medi-Cal benefits — especially long-term care, nursing home care, or significant medical services — DHCS has a claim against their estate for reimbursement.
Probate Code 9202 requires:
- Notice to DHCS within 90 days of appointment as personal representative
- DHCS then files claim if applicable
- Estate must pay valid Medi-Cal claims before distribution
DHCS estate recovery is a significant program. They pursue these claims aggressively because the amounts can be substantial — hundreds of thousands of dollars in some cases.
The 90-Day Clock {#the-90-day-clock}
Trigger: Date Letters Testamentary or Letters of Administration are issued
Deadline: 90 days from issuance
Action: Mail notice to DHCS Estate Recovery Unit
Let's be very clear about what starts the clock:
- NOT 90 days from death
- NOT 90 days from filing petition
- 90 days from LETTERS ISSUED
The day the court issues Letters to your client, the 90-day clock begins.
How to Send the Notice {#how-to-send-the-notice}
Required Information
Your notice must include:
- Decedent's name and date of death
- Decedent's Social Security number
- Personal representative's name and contact
- Attorney's name and contact
- Court case number
- Date Letters issued
Where to Send
DHCS Estate Recovery Unit MS 4720 P.O. Box 997425 Sacramento, CA 95899-7425
Important: Verify the current address on the DHCS website before sending. Addresses can change.
How to Send
- Certified mail, return receipt requested (this is critical)
- Keep proof of mailing in your file
- Keep copy of the notice
Form
There's no mandatory Judicial Council form for this notice. Options:
- DE-121 (Notice of Administration) with DHCS as addressee
- Custom letter with required information
- ProbateYoda generates a DHCS-specific notice automatically
What Happens After Notice {#what-happens-after-notice}
If Decedent Had Medi-Cal
DHCS will:
- Research benefits received
- Calculate recovery amount
- File creditor claim with estate
- Claim must be paid before distribution
If Decedent Had No Medi-Cal
DHCS may:
- Confirm no benefits (no claim)
- Not respond (no claim filed)
Either way, YOUR obligation is to send the notice. Whether DHCS has a claim is their determination to make.
You don't need to know whether the decedent received Medi-Cal. You need to send the notice. Always.
What Happens If You Miss It {#what-happens-if-you-miss-it}
Personal Liability
Probate Code 9202(c):
"If the personal representative fails to give notice as required... the personal representative is personally liable for any loss to the estate caused by the failure."
This means DHCS can pursue YOU personally for the Medi-Cal claim amount.
Not the estate. You.
Malpractice Exposure
Failure to meet a statutory deadline is negligence. Your malpractice carrier will not be happy. Premiums will increase. Coverage may be affected.
Estate Liability
Even if DHCS doesn't pursue you personally, the estate (and beneficiaries) may sue for losses caused by your failure.
Bar Complaints
Missing a statutory deadline that causes client harm is the kind of thing that generates bar complaints.
Avoiding the Problem {#avoiding-the-problem}
Calendar Immediately
The day you receive Letters:
- Calculate 90-day deadline
- Set reminder at 60 days
- Set hard deadline at 85 days
- Send by day 80 latest (give yourself buffer)
Use Software
ProbateYoda automatically:
- Calculates deadline from Letters issuance
- Sends reminders at multiple intervals
- Generates DHCS notice with correct information
- Tracks proof of mailing
Create a Checklist
Every new probate matter:
- [ ] Receive Letters
- [ ] Calculate 90-day deadline
- [ ] Calendar deadline with reminders
- [ ] Prepare DHCS notice
- [ ] Send certified mail, return receipt
- [ ] File proof of mailing
Common Questions
What if I don't know the decedent's SSN? Make reasonable efforts to obtain it. Include in the notice what information you have. Note that SSN is unknown if necessary, but send the notice.
What if decedent definitely had no Medi-Cal? Send the notice anyway. You don't know for certain. The decedent may have received benefits you're unaware of. The notice protects you.
What if I'm late? Send immediately. Document the delay. Consult your malpractice carrier. Late notice is better than no notice, but you may have liability for the delay.
Can I get an extension? No. There's no statutory extension. 90 days is a hard deadline.
What if the estate is insolvent? Still send the notice. DHCS claim priority is determined by Probate Code. Insolvency doesn't eliminate the notice requirement.
The Takeaway
This is not optional. This is not "best practice." This is a statutory requirement with personal liability.
Every probate case:
- Get Letters
- Send DHCS notice
- Document everything
The 90-day DHCS notice is the deadline that separates experienced probate attorneys from those learning expensive lessons.
Don't learn it the hard way.
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