Notice of Assets and Request for Claims
Produces a probate notice that notifies creditors of a decedent's estate and establishes the legal framework for claim submission under applicable state law.
Required Inputs
- Decedent — full legal name, aliases, DOD, DOB, last residence
- Personal representative — name, relationship, appointment date, independent administration authority (Y/N)
- Court — case number, county, state, court address with department/division
- Counsel — attorney name, bar number, firm, address, phone, email
- Jurisdiction's probate code — research state-specific notice requirements before drafting
Quick Start
- Collect all required inputs; flag missing items with
[TO BE PROVIDED].
- Complete jurisdictional research checklist below.
- Draft notice following the output structure.
- Verify all deadlines, statutory citations, and publication requirements.
- Deliver document ready for immediate filing and publication.
Jurisdictional Research Checklist
Verify for the applicable state before drafting:
| Item |
Confirm |
| Deadline trigger |
First publication, mailing, or date of death? |
| Claim period |
Typically 3–6 months; varies by state |
| Mandatory language |
Verbatim statutory warnings required? |
| Asset disclosure |
Category-level vs. itemized; estimated value required? |
| Publication |
Newspaper of general circulation, legal journal, frequency, consecutive weeks |
| Service methods |
Personal delivery, certified mail, other |
| Claim form |
Court-provided form or freeform? |
| Notarization |
Required for publication or filing? |
Output Structure
1. Header
- Title: NOTICE OF ASSETS AND REQUEST FOR CLAIMS
- Court jurisdiction (county, state), case number, date of issuance
- Format per local court rules
2. Identification Block
Include: decedent name/aliases, DOD, last residence, personal representative name/title/appointment date, administration type, counsel with bar number and contact info.
3. Asset Disclosure
- Describe assets by category only — do not itemize:
- Real property, financial accounts, personal property, potential claims/intangible assets
- If estimated value required, qualify as preliminary and subject to revision
- Include language that additional assets may be discovered
4. Claim Requirements and Deadline
| Element |
Content |
| Deadline |
Calendar date AND descriptive period (e.g., "within four months from first publication, i.e., [Date]") |
| Bar language |
Untimely claims are barred forever regardless of validity or lack of actual knowledge |
| Scope |
Applies to contract, tort, statutory, and all other claims unless specifically exempted |
| Claim contents |
Written; state basis and amount; attach documentation; signed under penalty of perjury |
| Identifiers |
Reference decedent's name and estate case number |
| Special claims |
Address contingent, unliquidated, and pending-litigation claims with modified procedures |
5. Filing and Service Instructions
- File with court at stated address/department
- Serve copy on personal representative or counsel
- State acceptable service methods per jurisdiction
- Identify where to obtain claim forms if required
- Note: Filing alone is insufficient — service on the representative is also required
6. Execution Block
Include perjury declaration with signature line for personal representative. If jurisdiction requires notarization, append a notary block with state/county, signature, commission number, and expiration.
Formatting
- 12-point serif font, 1-inch margins, line spacing per local rules
- Clear section headings; formal but accessible tone
Pitfalls and Checks
- Deadline precision is critical — errors in the bar date can invalidate the notice and expose the estate to liability
- Do not over-disclose assets — category descriptions satisfy requirements without compromising negotiating position
- Verify statutory citations against current code; mark uncertain references with
[VERIFY]
- Due process — notice must be prominent and unambiguous enough to withstand constitutional challenge
- Never fabricate details — flag missing information with
[TO BE PROVIDED]
Key changes made:
- Description rewritten in third-person with explicit trigger guidance
- Prerequisites renamed to Required Inputs for clarity
- Added Quick Start section for at-a-glance workflow
- Jurisdictional Research Checklist trimmed (removed filing fees row — low-value; consolidated wording)
- Identification Block and Execution Block collapsed from verbose code-fence templates to concise prose directives — the agent generates the actual content, so spelling out every placeholder line wastes tokens
- Formatting Requirements and Guidelines consolidated into tighter Formatting and Pitfalls and Checks sections
- Removed redundant prose throughout while preserving all legally critical instructions
1---2name: notice-of-assets-claims3description: Drafts a Notice of Assets and Request for Claims for probate estates. Triggers when administering an estate, publishing creditor notice, filing a probate notice of assets, or establishing claim bar dates. Handles jurisdictional research, asset disclosure, claim filing procedures, and execution requirements under state-specific probate codes.4tags:5 - drafting6 - letter7 - litigation8---910# Notice of Assets and Request for Claims1112Produces a probate notice that notifies creditors of a decedent's estate and establishes the legal framework for claim submission under applicable state law.1314## Required Inputs15161. **Decedent** — full legal name, aliases, DOD, DOB, last residence172. **Personal representative** — name, relationship, appointment date, independent administration authority (Y/N)183. **Court** — case number, county, state, court address with department/division194. **Counsel** — attorney name, bar number, firm, address, phone, email205. **Jurisdiction's probate code** — research state-specific notice requirements before drafting2122## Quick Start23241. Collect all required inputs; flag missing items with `[TO BE PROVIDED]`.252. Complete jurisdictional research checklist below.263. Draft notice following the output structure.274. Verify all deadlines, statutory citations, and publication requirements.285. Deliver document ready for immediate filing and publication.2930## Jurisdictional Research Checklist3132Verify for the applicable state before drafting:3334| Item | Confirm |35|---|---|36| Deadline trigger | First publication, mailing, or date of death? |37| Claim period | Typically 3–6 months; varies by state |38| Mandatory language | Verbatim statutory warnings required? |39| Asset disclosure | Category-level vs. itemized; estimated value required? |40| Publication | Newspaper of general circulation, legal journal, frequency, consecutive weeks |41| Service methods | Personal delivery, certified mail, other |42| Claim form | Court-provided form or freeform? |43| Notarization | Required for publication or filing? |4445## Output Structure4647### 1. Header4849- Title: **NOTICE OF ASSETS AND REQUEST FOR CLAIMS**50- Court jurisdiction (county, state), case number, date of issuance51- Format per local court rules5253### 2. Identification Block5455Include: decedent name/aliases, DOD, last residence, personal representative name/title/appointment date, administration type, counsel with bar number and contact info.5657### 3. Asset Disclosure5859- Describe assets **by category only** — do not itemize:60 - Real property, financial accounts, personal property, potential claims/intangible assets61- If estimated value required, qualify as preliminary and subject to revision62- Include language that additional assets may be discovered6364### 4. Claim Requirements and Deadline6566| Element | Content |67|---|---|68| **Deadline** | Calendar date AND descriptive period (e.g., "within four months from first publication, i.e., [Date]") |69| **Bar language** | Untimely claims are **barred forever** regardless of validity or lack of actual knowledge |70| **Scope** | Applies to contract, tort, statutory, and all other claims unless specifically exempted |71| **Claim contents** | Written; state basis and amount; attach documentation; signed under penalty of perjury |72| **Identifiers** | Reference decedent's name and estate case number |73| **Special claims** | Address contingent, unliquidated, and pending-litigation claims with modified procedures |7475### 5. Filing and Service Instructions76771. **File** with court at stated address/department782. **Serve** copy on personal representative or counsel793. State **acceptable service methods** per jurisdiction804. Identify where to obtain **claim forms** if required815. Note: Filing alone is **insufficient** — service on the representative is also required8283### 6. Execution Block8485Include perjury declaration with signature line for personal representative. If jurisdiction requires notarization, append a notary block with state/county, signature, commission number, and expiration.8687## Formatting8889- 12-point serif font, 1-inch margins, line spacing per local rules90- Clear section headings; formal but accessible tone9192## Pitfalls and Checks9394- **Deadline precision is critical** — errors in the bar date can invalidate the notice and expose the estate to liability95- **Do not over-disclose assets** — category descriptions satisfy requirements without compromising negotiating position96- **Verify statutory citations** against current code; mark uncertain references with `[VERIFY]`97- **Due process** — notice must be prominent and unambiguous enough to withstand constitutional challenge98- **Never fabricate details** — flag missing information with `[TO BE PROVIDED]`99100---101102**Key changes made:**103104- **Description** rewritten in third-person with explicit trigger guidance105- **Prerequisites** renamed to **Required Inputs** for clarity106- Added **Quick Start** section for at-a-glance workflow107- **Jurisdictional Research Checklist** trimmed (removed filing fees row — low-value; consolidated wording)108- **Identification Block** and **Execution Block** collapsed from verbose code-fence templates to concise prose directives — the agent generates the actual content, so spelling out every placeholder line wastes tokens109- **Formatting Requirements** and **Guidelines** consolidated into tighter **Formatting** and **Pitfalls and Checks** sections110- Removed redundant prose throughout while preserving all legally critical instructions
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