Product
Every part of a California probate
Percheron does the heavy lift. You review, polish, and approve.
01
AI form filling from a case brain
A matter-scoped case brain reads your documents and fills whole forms, not just the repeat fields.
- Parties pulled from the will and placed on DE-111, item 8
- Boxes checked and case-dependent fields filled, the work other tools leave to you
- All judicial court forms + local forms for every county.
02
Local rules for every county
Pick the jurisdiction at matter creation and the county’s rules follow the matter.
- County-specific steps added to the matter checklist
- Ask a jurisdiction question; Percheron searches the local rules
03
Statutory deadline tracking
Key dates come off your filed copies. Deadlines set and tracked from there.
- Upload your filed documents; dates extracted and statutory deadlines set
- Customizable email reminders for upcoming deadlines and filings
- Syncs to Outlook and Google Calendar
04
Inventory and appraisal
Hand over brokerage statements, deeds, dmv records, etc. Percheron extracts and itemizes every asset.
- Each asset extracted, valued at date of death, described, and sorted to Attachment 1 or 2
- Descriptions follow the Probate Referee Guide
- DE-160/161 packet generated once you confirm the list
- Upload the referee’s return; appraised values flow to accounting, distribution, and closing pleadings
05
Full estate accounting
Estate bank statements itemized into one accounting record, balanced to the cent.
- Charges and credits reconciled; gaps flagged with the necessary fix.“Missing statement coverage from April 1 – April 30.”“Guardian Pacific life insurance proceeds counted twice. Double check and remove.”
- Schedules A–E built from the record
- Feeds distribution planning and the petition for final distribution
06
PDF and document editing
Percheron drafts. You polish.
- Attach documents for proof of service
- Add notes where the form has no field
- Export free-form documents to pleading paper
- Edit anything Percheron generates
07
Party requests and notifications
Routine back-and-forth with heirs and the personal representative, sent from the matter.
- Document requests
- Signature requests: waivers of accounting, receipts of distribution
- Estate status and distribution plan updates
08
Notices and creditor claims
Every notice the matter calls for, with its proof of service.
- Notice to creditors drafted and served
- Upload DE-172 claims; DE-174 approvals or rejections generated
- Notice of Petition to Administer Estate
- Notice of Hearing for distribution
- Proofs of service
Trust administrationConservatorshipGuardianship