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Probate Notes Email Parameters

What are Probate Notes?

The Probate Notes contain information as to a specific petition or matter that is set for hearing. The Notes include the names of the petitioning party and the attorney, if any, the case name, case number and the date and type of hearing. Probate notes also provide a brief summary of a matter and include a "Matters To Clear" section. Listed under "Matters To Clear" can include requests for additional information needed by way of a filed supplement or requests for other documents to be filed prior to the hearing. Probate notes also provide statements, recommendations and questions primarily directed to the Judicial Officer to assist him or her during the hearing of a matter. The information contained in the Probate Notes are prepared by the Court’s Probate Attorneys and Probate Examiners.

What are the Email Parameters for Probate Notes?

While clearing of notes must be done by supplement, declaration or other responsive pleading, email response allows the party to bring matters to the attention of the Probate Attorney or Probate Examiner. At the end of each probate note is the email address for the Probate Attorney or Probate Examiner who prepared those notes.When responding to probate notes by email there are parameters that must be followed.

Email Parameter Requirement
Email responses to probate notes are used to:
  • Alert the Probate Attorney or Probate Examiner who prepared the Probate Notes, that a document or documents were filed to respond to the "Matters To Clear" section of the Probate Notes.
  • Request a continuance or that a matter be taken off calendar or other disposition
  • Request authority to file "clearing document" with the Attorney Order. Filing of such documents will be allowed at the discretion of the Probate Attorney. Examples include, but are not limited to:
    • FTB Income Tax Certificate
    • Waiver of Notice/Special Notice
    • Withdrawal of Request for Special Notice
    • Waiver of account; Consents
    • Probate Code 8800(d) Certificate
Email message shall conform to the following:
  • Limited to one Email message per calendar matter per hearing date
  • No attachments
Email inquiries should be made after reviewing the calendar notes. Email is to be directed to the address appearing at the end of the probate notes and shall include the following information:
  • Subject of the email to reference the HEARING DATE ONLY
  • General identifying information within the email message:
    • Hearing Date
    • Department
    • Case Number
    • Case Name
    • Information as set forth in the "Purposes" section above. The message should include the title of document(s) and date(s) of filing of those documents, if applicable.

  • Important
  • Email is not a substitute for the filing of a supplement or other document for purposes of clearing probate notes.
  • Important
  • Email messages must be received within the applicable time for clearing of technical defects as set forth in Los Angeles Superior Court Local Rules Chapter 4 Rule 4.4(b).
  • Important
  • Email that does not comply with these parameters may not be reviewed.
For the format you should use in your email response, go to the Probate Notes Sample Email Message.
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