Transfer Of Estate Planning Documents
Cal. Form L1-146
California Superior Local Rules
NOTICE OF TRANSFER OF ESTATE PLANNING DOCUMENTS (Probate) Form #L1146 Optional (Rev. 12-16) Probate Code § 732 ATTORNEY OR PARTY WITHOUT ATTORNEY (Name, Address, Telephone No) ATTORNEY FOR (Name) Bar No. FOR COURT USE ONLY SUPERIOR COURT OF CALIFORNIA, COUNTY OF ORANGE STREET ADDRESS: MAILING ADDRESS: CITY AND ZIP CODE: BRANCH NAME: IN RE THE ESTATE PLANNING DOCUMENTS OF: NOTICE OF TRANSFER OF ESTATE PLANNING DOCUMENTS (Probate Code
section 732) CASE NO. TO THE CLERK OF THE COURT: In accordance with the provisions of
section 732(
c) of the Probate Code, the estate planning documents listed below are submitted for deposit: (Attach additional pages if necessary) I CERTIFY THAT: 1. I am the attorney with whom these documents have been on deposit. I am a person authorized under Probate Code
section 735, to wit: 2. I mailed notice of termination of deposit to (original depositor), at , the last known residence of the depositor of the above-listed estate planning documents on 3. The above-listed documents do not include any will or codicil for which the maker is known to be deceased. 4. The estate planning documents are submitted for deposit because attorney , Bar Number , with whom the estate planning documents were previously on deposit: is deceased. Date of death lacks legal capacity. is no longer an active member of the State Bar. More than 90 days have elapsed since the giving of said notice.
As of this date the owner has failed to claim the documents and it is now requested that the clerk accept the deposit of the estate planning documents. I acknowledge that I am required to mail notice of transfer of the above documents to the State Bar under Probate Code
section 733. Date: Signature: NOTICE AND ACKNOWLEDGMENT The estate planning documents listed above have been deposited with the Clerk of the Superior Court of California, County of Orange pursuant to Probate Code