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State of California
Health and Human Services Agency
Department of Managed Health Care
LEGAL REPRESENTATIVE FOR DECEASED PATIENT FORM
DMC 20174 New: 06/18LEGAL REPRESENTATIVE FOR DECEASED PATIENT
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How to fill out legal representative for deceased

How to fill out legal representative for deceased
01
Obtain a copy of the deceased person's death certificate. This document will be required to prove their death and initiate the legal process.
02
Determine if the deceased person had a will or trust. If they did, review the document to see if they named a legal representative or executor. This person will have the authority to handle the deceased person's affairs.
03
If there is no will or trust, contact the local probate court to understand the process of appointing a legal representative. Usually, a family member or close relative can apply to become the legal representative through a court process.
04
Gather all necessary documentation such as identification, proof of relationship to the deceased, and any relevant financial or legal records.
05
Complete the required forms provided by the probate court or obtain them online. These forms will require information about the deceased person, the legal representative, and the estate.
06
File the completed forms and pay any applicable filing fees to the probate court. Make sure to keep copies of all documents for your records.
07
Attend any court hearings or appointments as required by the probate court. This may include providing additional documentation or answering questions about the deceased person's estate.
08
Once approved, the legal representative will have the authority to manage the deceased person's assets, pay off debts, distribute the remaining assets according to the will or applicable laws, and handle any other necessary legal matters.
09
Seek legal advice or consult an attorney if you have any questions or need guidance throughout the process.
Who needs legal representative for deceased?
01
The legal representative for a deceased person is typically needed in situations where the deceased had assets and debts that need to be managed and resolved after their death.
02
Common scenarios where a legal representative is required include:
03
- When the deceased person owned real estate, such as a house or land, which needs to be transferred or sold.
04
- If the deceased person had a significant amount of financial assets, such as bank accounts, investments, or business interests, that need to be properly managed and distributed.
05
- When there are outstanding debts or liabilities that need to be resolved, including paying off creditors and handling any legal claims or disputes.
06
- In cases where the deceased person had dependents or minor children, a legal representative may be needed to ensure the proper management and distribution of assets for the benefit of the dependents.
07
It is important to consult with the local laws and regulations governing estates and probate to determine who specifically needs a legal representative in a particular situation.
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What is legal representative for deceased?
A legal representative for deceased refers to an individual, often an executor or administrator, who is authorized to manage the deceased person's estate, handle their legal affairs, and ensure that their debts and assets are handled according to the law.
Who is required to file legal representative for deceased?
Typically, the person appointed as the executor in the deceased's will, or an administrator appointed by the court if there is no will, is required to file as the legal representative for the deceased.
How to fill out legal representative for deceased?
To fill out the legal representative forms, you'll need to provide the deceased's details, details of the legal representative, information about the estate, and any necessary documentation, such as the death certificate and will, if applicable.
What is the purpose of legal representative for deceased?
The purpose of the legal representative for deceased is to perform the duties of administering the estate, including settling debts, distributing assets to heirs, and fulfilling any obligations under state law.
What information must be reported on legal representative for deceased?
The information typically required includes the deceased's name and date of death, the legal representative's name and address, a list of the deceased's assets and debts, and copies of relevant documents such as the death certificate and will.
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