Probate E-Filing Case Types and Names: Sacramento Superior Court

Case Initiation and Filing Documents

Case categories and commonly filed documents when filing a new case. Refer to the form packets found on the Probate web page for a complete list of documents that need to be filed to initiate a new case. Visit the Probate web page or choose a case category below for more information.

Case Category	Commonly Filed Documents (See website for all required documents)	Fee
Conservatorship - Person	Petition for Appointment of Probate Conservator - Person Petition for Appointment of Temporary Conservatorship Confidential Conservator Screening Form Verification That Video of Conservator's Duties Has Been Viewed Duties of Conservator and Acknowledgment of Receipt of Handbook	$435
Conservatorship - Estate	Petition for Appointment of Probate Conservator – Person Petition for Appointment of Temporary Conservatorship Confidential Conservator Screening Form Verification That Video of Conservator's Duties Has Been Viewed Duties of Conservator and Acknowledgment of Receipt of Handbook	$435
Conservatorship - Person & Estate	Petition for Appointment of Probate Conservator – Person Petition for Appointment of Temporary Conservatorship Confidential Conservator Screening Form Verification That Video of Conservator's Duties Has Been Viewed Duties of Conservator and Acknowledgment of Receipt of Handbook	$435
Letters of Administration	Petition for Letters of Administration Petition for Letters of Special Administration with Powers Petition for Letters of Special Administration without Powers	$435
Probate of Will & Letters Testamentary	Petition for Probate of Will & Letters Testamentary	$435
Probate of Will & Letters of Admin w/ Will Annexed	Petition for Probate of Will & Letters of Admin w/Will Annexed	$435
Spousal Property	Spousal or Domestic Partner Property Petition	$435
Succession to Real Property	Petition to Determine Succession to Real Property	$435
Guardianship - Person	Petition for Appointment of Guardian of Minor – Person Petition for Appointment of Temporary Guardianship Confidential Guardianship Screening Form Confidential Screening Form – Additional Page Duties of Guardian and Acknowledgement of Receipt	$435
Guardianship - Estate	Petition for Appointment of Guardian of Minor – Estate Petition for Appointment of Temporary Guardianship Confidential Guardianship Screening Form Confidential Screening Form – Additional Page Duties of Guardian and Acknowledgement of Receipt	$435
Guardianship - Person & Estate	Petition for Appointment of Guardian of Minor – Person & Estate Petition for Appointment of Temporary Guardianship Confidential Guardianship Screening Form Confidential Screening Form – Additional Page Duties of Guardian and Acknowledgement of Receipt	$435
Establish Fact of Birth, Marriage, Death	Petition to Establish Fact of Birth Petition to Establish Fact of Marriage Petition to Establish Fact of Death	$225
Petition (Other)	Petition (Case Initiation) Petition for Summary Probate	$435 $205
Trust Petitions	Petition for Trust Petition for Conveyance or Transfer of Property Claimed to Belong to Decedent or Other Person (PrC 850) - external link	$435 $435
Special Needs Trust	Establish Special Needs Trust	$200
Mental Health	Petition for Appointment of LPS Conservatorship Petition for Appointment of Murphy Conservatorship	Exempt GC 6103 - external link

Additional Documents Available

Additional filing documents that can be filed to a new or existing case.

Filing Document Description	Fee
Affidavit
Amended Petition
Application
Confidential Supplemental Information (Probate Conservatorship)
Confidential Supplemental to Duties and Liabilities of Personal Representation (DE-147)
Consent of Proposed Guardian, Nomination, and Waiver of Notice
Conservatorship Reg. Coversheet & Attestation of Conservatee’s Non-Res in CA
Creditor’s Claim
Declaration
Declaration under Uniform Child Custody Jurisdiction and Enforcement Act (UCCJE)
Duties and Liabilities of Personal Representative
Expedited Petition for Compromise of Claim of Minor or Person with a Disability
Inventory and Appraisal
Letters
Motion	$60
Motion of Change of Venue	$60
Notice
Notice of Change of Address
Notice of Conservatee’s Rights
Notice of Hearing
Objection	$435
Opposition	$435
Proposed Order	$435
Other
Parental Notification of Indian Status
Petition for Allowance of Attorney Fees	$435
Petition for Appointment of Successor Conservator	$435
Petition for Appointment of Successor Decedent’s Estate	$435
Petition for Appointment of Successor Guardian	$435 $225
Petition to Appoint Successor Trustee	$435 $200
Petition for Approval of Current Account	$435 $200
Petition for Final Distribution	$435 $200 $60
Petition for Special Immigrant Juvenile Findings	$60
Petition for Termination of Conservatorship	$435
Petition for Termination of Guardianship	$60
Petition for Withdrawal of Funds from Blocked Account	$60
Proof of Personal Service
Proof of Service
Reply
Report
Request
Request to Waive Court Fees
Response to Calendar Notes
Statement
Stipulation
Stipulation and Order	$20
Substitution of Attorney
Waiver
Withdrawal

Documents that Cannot be Electronically Filed

Filing Document Description
Affidavit re Real Property of Small Value
All Appeal Documents
Documents filed under Seal
Exhibits
Peremptory Challenges (170.1/170.3/170.6)
Security Bonds
Settlement Conference Statements
Will, Codicil