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Forms & FilingFebruary 1, 202615 min read

DE-111 Petition for Probate: Line-by-Line California Guide

Step-by-step walkthrough of California's most important probate form, with common mistakes to avoid.

The DE-111 Petition for Probate is the form that opens a California probate case. It's the single most important document you'll file, and getting it right the first time saves weeks of delay.

This guide walks through every section of the DE-111, explains common errors that cause rejections, and gives you practical tips for clean filings.

What is the DE-111 Form?

The DE-111 "Petition for Probate" is a California Judicial Council form used to:

  • Open a probate proceeding
  • Request appointment of a personal representative (executor/administrator)
  • Admit a will to probate (if one exists)
  • Request authority to administer the estate

The form is the same statewide, but local rules vary by county. Always check your county's probate notes.

Before You Start: Documents You Need

Gather These First:

  • ☐ Certified death certificate
  • ☐ Original will (if any)
  • ☐ List of all known heirs with addresses
  • ☐ List of assets (real property, accounts, vehicles)
  • ☐ Estimated estate value
  • ☐ Proposed personal representative's information

Line-by-Line Walkthrough

Item 1: Decedent Information

Enter the decedent's legal name exactly as it appears on the death certificate.

Common mistake: Using nicknames or variations. If the death certificate says "Robert," don't write "Bob."

Item 2: Type of Proceeding

Check the appropriate boxes:

  • 2a: Probate of will and letters testamentary (if there's a will)
  • 2b: Probate of will and letters of administration with will annexed
  • 2c: Letters of administration (no will)
  • 2d: Special administration

Common mistake: Checking 2a when the nominated executor isn't available. Use 2b instead.

Item 3: Authority Requested

Almost always check:

  • Full authority under IAEA (Independent Administration of Estates Act)

IAEA authority lets you act without court approval for routine matters. Only skip this if the will specifically prohibits it or heirs object.

Item 4: Decedent's Domicile and Death

  • 4a: Date of death (from death certificate)
  • 4b: County of domicile at death (determines venue)
  • 4c: Street address of residence

Items 5-8: Estate Value and Character

  • Item 5: Estimated value of real property in California
  • Item 6: Estimated value of personal property
  • Item 7: Will information (date, codicils, self-proving status)
  • Item 8: Proposed personal representative information

Tip: Use gross values, not net. A $500K house with a $400K mortgage = $500K for this form.

Top 5 Mistakes That Cause Rejections

1

Wrong venue

Filing in the wrong county. Must file where decedent was domiciled at death.

2

Missing or uncertified death certificate

Must be a certified copy, not a photocopy.

3

Incomplete heir information

Must list all heirs with addresses. "Address unknown" requires additional declaration.

4

Original will not filed

The original will must be lodged with the court. Copies aren't sufficient.

5

Wrong filing fee

Check current fee schedule. As of 2026, initial filing is typically $435.

What Happens After You File

1

Court sets hearing date

Usually 30-45 days from filing

2

You publish notice

Publish in adjudicated newspaper for 3 consecutive weeks

3

You send notices to heirs

At least 15 days before hearing

4

Attend hearing

Court issues Letters Testamentary/Administration

Skip the Manual Form-Filling

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