For California probate attorneys & paralegals

Every deadline computed. Every letter drafted.

Enter the hearing date and the § 8110 mailing lands on your calendar 15 days before it, cited to the statute. Pick the estate's accounts and a letter to each bank, card issuer and utility is drafted for your edits. An attorney approves every page before your firm sends it.

letters — dashboard
Estate of Eleanor M. Vance · Alameda · petition filed 07/10
§ 8110 notice · 6d
Estate of Robert J. Alvarez · Los Angeles · letters issued 04/08
DE-160 inventory · 12d
Needs attorney review
6 drafts
chips: red under 7 days · amber under 14 · recomputed on every date change
DE-111§ 8121§ 8110DE-147DE-150§ 9050§ 9100§ 215§ 9202(c)DE-160§ 480(b)

From the petition to the creditor window.

  1. Petition filed
    DE-111
  2. Publication
    § 8121
  3. Mail notice
    § 8110
    due in 6d
  4. Hearing
    court date
  5. Letters issue
    DE-150
  6. DE-157 mailed
    § 9050
  7. Creditor window closes
    § 9100 · later-of

Red under 7 days, amber under 14. Change a date and every chip recomputes, with the change logged.

Three jobs off the paralegal's desk

Illustration of a case timeline with one highlighted milestone

Deadline Engine

Your case calendar from the DE-111 petition to the close of the creditor claim window, dated from your case's own dates. Each of the 11 rules shows its statute.

Illustration of envelopes beside a mailing checklist

Letter Runs

Pick a case's assets and get a drafted letter for each institution on the list: account closures, death notifications, card and utility cancellations, a DMV cover letter. Deceased alerts to the three credit bureaus are one click more.

Illustration of a legal form with structured fields and a fountain pen

Form Prefill

DE-111 arrives filled from the case you already entered, on the Judicial Council's current PDF from courts.ca.gov. The fields that need your judgment are left for you, and listed.

Inside the product

From asset list to mailing packet.

Select the estate's accounts and Letters drafts a letter to each institution that holds one, and the deceased alerts to Equifax, Experian and TransUnion are one click away. Once you have edited and approved them, they merge into one PDF packet with the mailing checklist attached.

letter run — estate of vance
Bay Trust Bank — death notification
approved
Golden Gate Securities — account closure
approved
Pacific Card Services — card cancellation
draft
Equifax · Experian · TransUnion — deceased alerts
draft
merged packet · mailing checklist · 6 letters
DE-111 prefill — 177 fields
Attorney & firm caption
filled
Superior Court — County of Alameda
filled
Decedent, heirs & addresses
filled
Probate type · IAEA authority · bond
needs attorney input
filled 121 · needs attorney input 4 · manual 18 · n/a 34

Every one of DE-111's 177 fields, accounted for.

Letters prefills DE-111 from the case you already entered. Each of its 177 fields is filled, left for attorney input, flagged manual or marked not applicable, and a test fails if a court revision adds a field nobody has mapped. Probate type, IAEA authority and bond always come to you: Letters never ticks those boxes.

Change one date, and the case moves with it.

Move the hearing from August 18 to September 2, and the publication and mailing deadlines move with it, still cited to § 8121 and § 8110. Every recompute writes to the audit log, so you can show what changed and when.

audit log — tasks recomputed
hearing_date  08/18 → 09/02
§ 8110 mail notice  08/03 → 08/18
recomputed
§ 8121 publication  08/03 → 08/18
recomputed
every recompute logged: who, when, what changed

Five guardrails, none of them optional

Only Attorneys Approve

A trigger in the database rejects any approval that does not come from an attorney, and logs who approved, when, and which version.

Draft Until Approved

Every letter and form carries a DRAFT watermark until an attorney approves it, and any later edit puts the watermark back.

Nothing Leaves the Firm

Letters produces PDFs and a mailing checklist, and your firm mails them. It never contacts a bank, a court or an heir on your behalf.

Firm Data Stays Isolated

Row-level security scopes every case, document and deadline to your firm, so a query the app forgets to filter still returns only your cases.

Rules Flagged for Review

Every deadline shows its statute with a “verify” mark, since each rule is a draft until a licensed attorney checks it.

11

CA formal-probate deadline rules, each cited to statute

177

DE-111 fields, each with a stated disposition

3

Credit bureaus one click from a deceased alert: Equifax, Experian, TransUnion

2

Deadlines Prob. Code § 9100 compares; the creditor window closes on whichever lands later

Run your next case through it.

Book a demo and watch Letters build the calendar, a letter run and a DE-111 from a real fact pattern.