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San Diego County Probate, Trusts and Estates Bench Bar Committee
Jeff's Corner
Announcements - Jeff's Corner
December 12, 2008 — Bank Statements
Bank statements for Trusts or Special Needs Trusts are not required to be filed.
August 8, 2008 — Submitting Your Bond
Please submit your order, letters and bond all together. Do not submit the bond before the hearing, it WILL get lost.
June 20, 2008 — Mandatory use for Judicial Council forms for Notice of Hearings
Mandatory use for Judicial Council forms for Notice of Hearings as to Decedent's Estate DE-120 and Trusts and Conservatorships/Guardianships GC-020 should be used and not the Civil Proof of Service by Mail.
June 6, 2008 — NEW Phone Numbers for North County Probate
Effective June 9, 2008, North County Probate, Vista will be changing their phone numbers to the following:
NEW Business Office Phone Number:
(760) 201-8482


Old Business Office Phone Number:
(760) 726-9595 x1823
NEW Telecourt Number:
(760) 201-8657


Old Telecourt Number:
(760) 806-6060
May 5, 2008 — NEW Phone Numbers for Probate at the Madge Bradley Building
Effective May 5, 2008, Probate at the Madge Bradley Building will be changing their phone numbers to the following:
NEW Business Office Phone Number:
(619) 450-7676


Old Business Office Phone Number:
(619) 687-2000
NEW Telecourt Number:
(619) 450-7540


Old Telecourt Number:
(619) 687-2023
May 1, 2008 — Obtain a Trust Bond
Documents Necessary to Obtain a Trust Bond:
  • Completed and Signed Application
  • Copy of the Trust
  • List of all the assets within the Trust
  • Names and Addresses of all the Beneficiaries of the Trust
**Please indicate on the bond application if the trust matter is Court-Supervised or Non-Court Supervised due to differences with bond form and premium rate.
May 1, 2008 — Bond Tips
Bond Tip #1 (Probate):
Before filing your Petition for Probate, if you are unsure if your client qualifies for a Probate bond, we strongly recommend that your client complete and sign a bond application and fax the following to our office for review and comment. This process will save your client and your office time and money should you discover that the proposed personal representative does not qualify for a bond.

Bond Tip #2 (Probate):
If the bond amount exceeds $400,000.00, we strongly recommend you submit to our office along with the completed and signed application and/or bond the following paperwork in order to better assess the bond qualification of your client:
  • Copy of the Petition along with Attachment 9
  • Copy of the Will, if appropriate
  • A breakdown of the assets within the Estate. Specifics on what type of assets are in the estate such as real property, CDs, stocks, cash, etc and where are they currently held
  • For guardianship matters, a copy of the Proposed Investment Plan for the minor's assets. The surety needs to know that the funds will be properly handled and that the investment adviser/broker is adhering to the Prudent Investor Act.
Bond Tip #3 (Civil-Bonds with Collateral):
To assure the prompt issuance of a Civil Bond with collateral, we strongly recommend that your office or your client fax us a copy of the collateral paperwork for review and comment. This process will allow us to examine if any of the paperwork is missing signatures or information.
WE CANNOT RELEASE THE BOND UNTIL WE RECEIVE THE ORIGINAL 'WET INK' SIGNED AND NOTARIZED COLLATERAL PAPERWORK, COLLATERAL AND BOND PREMIUM.
 
Disclaimer:
This website is not the official website of the San Diego County Superior Court or the San Diego County Bar Association and neither organization assumes any responsibility for the information posted herein. The Trusts & Estates Bench Bar Committee is not an officially endorsed or sanctioned committee of the San Diego County Superior Court or the San Diego County Bar Association. The Trusts & Estates Bench Bar Committee appreciates the generosity of Bond Servicesfor hosting this webspace.

 
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