Notice of Assets Claims

Draft Probate Creditor Notices in Minutes, Not Hours

12 minutes with CaseMark

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12 minutes with CaseMark

What you'll need

Letters of Administration or Appointment Order
Decedent Information Summary
Asset Inventory or Schedule

SOC 2 Type II · HIPAA compliant · $5 free credit

Workflow

Overview

CaseMark's Notice of Assets and Request for Claims skill automates the drafting of probate creditor notices with full state-specific compliance. The AI researches your jurisdiction's probate code, calculates claim deadlines, incorporates mandatory statutory language, and produces a filing-ready document complete with asset disclosures and creditor claim procedures.

Drafting a Notice of Assets and Request for Claims requires painstaking research into state-specific probate codes, claim periods, mandatory statutory language, and publication requirements. A single missed deadline or incorrect citation can delay estate administration, expose personal representatives to liability, and create costly complications with creditor claims.

CaseMark automates the entire process by researching your state's probate code, identifying mandatory requirements, and generating a fully formatted notice with accurate statutory citations and calculated deadlines. The result is a publication- and filing-ready document that would otherwise take hours of manual research and drafting to produce.

How it works

1. Upload estate documents including court filings, appointment letters, and asset information
2. AI researches your state's probate code and drafts a compliant Notice of Assets and Request for Claims
3. Review the generated notice with statutory citations, deadlines, and mandatory language
4. Export the filing-ready document in your preferred format (DOCX, PDF)

What you get

Court-Formatted Header & Case Information
Decedent & Personal Representative Identification Block
Asset Disclosure Schedule
Creditor Claim Filing Procedures & Deadlines
Statutory Warnings & Mandatory Language
Publication & Service Instructions
Execution & Notarization Requirements

What it handles

State-specific jurisdictional research with statutory citations
Automated claim bar date calculation based on applicable probate code
Formatted creditor notice with mandatory statutory language
Asset disclosure structured per local court requirements
Publication and service method instructions included
Execution-ready document with notarization and filing guidance

Required documents

Letters of Administration or Appointment Order
Court order appointing the personal representative, including case number and court details
.pdf, .docx
Decedent Information Summary
Document containing the decedent's full legal name, aliases, date of death, date of birth, and last known residence
.pdf, .docx, .txt
Asset Inventory or Schedule
List or summary of known estate assets for disclosure in the notice
.pdf, .docx, .xlsx

Supporting documents

Prior Probate Filings
Any previously filed probate documents that may contain relevant case information or court formatting requirements
.pdf, .docx
Local Court Rules or Standing Orders
Jurisdiction-specific formatting rules or standing orders for probate notices
.pdf, .docx
State Probate Code Excerpts
Relevant sections of the applicable state probate code for reference and verification
.pdf, .docx

Why teams use it

Eliminate hours of manual jurisdictional research with automated state probate code analysis

Reduce drafting errors with AI-generated statutory citations and mandatory language

Accelerate estate administration with filing-ready notices formatted to local court rules

Ensure no deadline is missed with automated claim bar date calculations and clear trigger identification

Questions

Which states does this notice support?

CaseMark researches the applicable probate code for any U.S. state. The AI identifies state-specific requirements including claim periods, mandatory statutory language, publication rules, and asset disclosure formats to ensure compliance with local law.

How does CaseMark calculate claim bar dates?

CaseMark identifies the applicable claim period under your state's probate code—typically 3 to 6 months—and determines the correct trigger event (first publication, mailing, or date of death). Deadlines are clearly stated in the drafted notice for easy verification.

Does the notice include mandatory statutory language?

Yes. CaseMark's AI identifies whether your jurisdiction requires verbatim statutory warnings and incorporates them directly into the notice. All statutory citations are included so you can quickly verify accuracy before filing.

Can I use this for both independent and supervised administrations?

Absolutely. CaseMark adapts the notice based on the administration type, including whether the personal representative has independent administration authority, and adjusts the language and procedures accordingly.

What if I'm missing some required information?

CaseMark flags any missing information with clear placeholders so you know exactly what needs to be completed. You can finalize the document once all details are available without losing the drafted structure.

Is the output ready for publication and filing?

CaseMark generates a document formatted per local court rules and includes publication instructions such as newspaper requirements, frequency, and consecutive weeks. The notice is designed to be filing- and publication-ready after your review.