Title 7. Probate Rules

Chapter 1. General Provisions

• Rule 7.1. Probate Rules
• Rule 7.2. Preliminary provisions
• Rule 7.3. Definitions and use of terms
• Rule 7.4. Waiver of rules in probate proceedings
• Rule 7.5. Waivers of court fees in decedents' estates, conservatorships, and guardianships
• Rule 7.10. Ex parte communications in proceedings under the Probate Code and certain other proceedings

Chapter 2. Notices, Publication, and Service

• Rule 7.50. Description of pleading in notice of hearing
• Rule 7.51. Service of notice of hearing
• Rule 7.52. Service of notice when recipient's address unknown
• Rule 7.53. Notice of hearing of amended or supplemented pleadings
• Rule 7.54. Publication of Notice of Petition to Administer Estate
• Rule 7.55. Ex parte application for order

Chapter 3. Pleadings

• Rule 7.101. Use of Judicial Council forms
• Rule 7.102. Titles of pleadings and orders
• Rule 7.103. Signature and verification of pleadings
• Rule 7.104. Execution and verification of amended pleadings, amendments to pleadings, and supplements to pleadings; use of Judicial Council forms

Chapter 4. Appointment of Executors and Administrators

• Rule 7.150. Acknowledgment of receipt of statement of duties and liabilities of personal representative
• Rule 7.151. Reimbursement of graduated filing fee by successful subsequent petitioner [Repealed]

Chapter 5. Bonding of Personal Representatives, Guardians, Conservators, and Trustees

• Rule 7.201. Waiver of bond in will
• Rule 7.202. Two or more personal representatives
• Rule 7.203. Separate bonds for individuals
• Rule 7.204. Duty to apply for order increasing bond
• Rule 7.205. Independent power to sell real property
• Rule 7.206. Bond upon sale of real property
• Rule 7.207. Bonds of conservators and guardians

Chapter 6. Independent Administration of Estates

• Rule 7.250. Report of actions taken under the Independent Administration of Estates Act

Chapter 7. Spousal or Domestic Partner Property Petitions

• Rule 7.301. Spousal or domestic partner property petition filed with petition for probate

Chapter 8. Petitions for Instructions [Reserved]

Chapter 9. Creditors' Claims

• Rule 7.401. Personal representative's action on the claim
• Rule 7.402. Court's action on the claim
• Rule 7.403. Listing all claims in the final report

Chapter 10. Sales of Real and Personal Property

• Rule 7.451. Refusal to show property to prospective buyers
• Rule 7.452. Petitioner or attorney required at hearing
• Rule 7.453. Petition for exclusive listing
• Rule 7.454. Ex parte application for order authorizing sale of securities or other personal property

Chapter 11. Inventory and Appraisal

• Rule 7.501. Inventory and Appraisal to show sufficiency of bond

Chapter 12. Accounts and Reports of Executors, Administrators, Conservators, and Guardians

• Rule 7.550. Effect of waiver of account
• Rule 7.551. Final accounts or reports in estates with nonresident beneficiaries [Repealed]
• Rule 7.552. Graduated filing fee adjustments for estates commenced on or after August 18, 2003, and before January 1, 2008 [Repealed]
• Rule 7.553. Graduated filing fee statements for decedents' estates commenced on or after January 1, 2008 [Repealed]
• Rule 7.575. Accounting of conservators and guardians

Chapter 13. Taxes [Reserved]

Chapter 14. Preliminary and Final Distributions

• Rule 7.650. Decree of distribution establishing testamentary trusts
• Rule 7.651. Description of property in petition for distribution
• Rule 7.652. Allegations in petition for distribution concerning character of property

Chapter 15. Compensation of Personal Representatives and Attorneys

• Rule 7.700. Compensation paid in advance
• Rule 7.701. Allowance on account of statutory compensation
• Rule 7.702. Petition for extraordinary compensation
• Rule 7.703. Extraordinary compensation
• Rule 7.704. Apportionment of statutory compensation
• Rule 7.705. Calculation of statutory compensation
• Rule 7.706. Compensation when personal representative is an attorney
• Rule 7.707. Application of compensation provisions

Chapter 16. Compensation in All Matters Other Than Decedents' Estates

• Rule 7.750. Application of rules to guardianships and conservatorships
• Rule 7.751. Petitions for orders allowing compensation for guardians or conservators and their attorneys
• Rule 7.752. Court may order accounting before allowing compensation
• Rule 7.753. Contingency fee agreements in guardianships and conservatorships
• Rule 7.754. Use of paralegals in the performance of legal services for the guardian or conservator
• Rule 7.755. Advance payments and periodic payments to guardians, conservators, and to their attorneys on account for future services
• Rule 7.756. Compensation of conservators and guardians
• Rule 7.776. Compensation of trustees

Chapter 17. Contested Hearings and Trials

• Rule 7.801. Objections and responses
• Rule 7.802. Electronic filing and service in contested probate proceedings

Chapter 18. Discovery [Reserved]

Chapter 19. Trusts

• Rule 7.901. Trustee's accounts
• Rule 7.902. Beneficiaries to be listed in petitions and accounts
• Rule 7.903. Trusts funded by court order

Chapter 20. Claims of Minors and Persons With Disabilities

• Rule 7.950. Petition for court approval of the compromise of, or a covenant on, a disputed claim; a compromise or settlement of a pending action; or the disposition of the proceeds of a judgment
• Rule 7.950.5 Expedited petition for court approval of the compromise of, or a covenant on, a disputed claim; a compromise or settlement of a pending action; or the disposition of the proceeds of a judgment
• Rule 7.951. Disclosure of the attorney's interest in a petition to compromise a claim
• Rule 7.952. Attendance at hearing on the petition to compromise a claim
• Rule 7.953. Order for the deposit of funds of a minor or a person with a disability
• Rule 7.954. Petition for the withdrawal of funds deposited for a minor or a person with a disability
• Rule 7.955. Attorney's fees for services to a minor or a person with a disability

Chapter 21. Guardianships

• Rule 7.1001. Guardian screening form
• Rule 7.1002. Acknowledgment of receipt of Duties of Guardian
• Rule 7.1002.5. Guardianship of ward 18 to 20 years of age
• Rule 7.1003. Confidential guardianship status report form
• Rule 7.1004. Termination of guardianship
• Rule 7.1005. Service of copy of final account or report after resignation or removal of guardian
• Rule 7.1006. Service of copy of final account on termination of guardianship
• Rule 7.1007. Settlement of accounts and release by former minor
• Rule 7.1008. Visitation by former guardian after termination of guardianship
• Rule 7.1009. Standards of conduct for the guardian of the estate
• Rule 7.1011. Taking possession of an asset of the ward at an institution or opening or changing ownership of an account or safe-deposit box in a financial institution
• Rule 7.1012. The good cause exception to notice of the hearing on a petition for appointment of a temporary guardian
• Rule 7.1013. Change of ward's residence
• Rule 7.1014. Communications between courts in different California counties concerning guardianship venue
• Rule 7.1015. Indian Child Welfare Act in guardianship and certain conservatorship proceedings (Prob. Code, §§ 1459.5, 1460.2)
• Rule 7.1016. Participation and testimony of wards in guardianship proceedings
• Rule 7.1020. Special Immigrant Juvenile Findings in Guardianship Proceedings

Chapter 22. Conservatorships

• Rule 7.1050. Conservator forms
• Rule 7.1051. Acknowledgment of receipt of Duties of Conservator
• Rule 7.1052. Termination of conservatorship
• Rule 7.1053. Service of final account of removed or resigned conservator
• Rule 7.1054. Service of final account after termination of conservatorship
• Rule 7.1059. Standards of conduct for the conservator of the estate
• Rule 7.1060. Investigations and reports by court investigators
• Rule 7.1061. Taking possession of an asset of the conservatee at an institution or opening or changing ownership of an account or safe-deposit box in a financial institution
• Rule 7.1062. The good cause exception to notice of the hearing on a petition for appointment of a temporary conservator
• Rule 7.1063. Change of conservatee's residence

Chapter 23. Court-Appointed Counsel in Probate Proceedings

• Rule 7.1101. Qualifications and continuing education required of counsel appointed by the court in guardianships and conservatorships [Repealed]
• Rule 7.1101. Scope, definitions, and general qualifications