How to Successfully e-File

1. Prepare your Documents
2. Select an Electronic Filing Service Provider (EFSP)
3. Create a New Account (or sign in if you already have one)
4. Add Payment Information
5. Enter Case Information
6. Enter Party Information
7. Upload Your Documents
8. Pay Fees
9. Review the Summary and Submit your e-Filing

Case Type and Category Selection

• Make sure document matches case type and case category selected through e-Filing service provider
  • Documents that do not match the file type or category selected may be returned unfiled.

Matching and Accurate Data Fields

• Double check information while entering into data fields.
  • Information entered into data fields must match information in actual filing. Any mistake, even typos, could delay the filing process.
  • Common errors are misspelled names, missing information such as an address, or mismatched case numbers.

File Individual PDFs

• Documents must be submitted as individual PDFs
  • Example: A customer seeking to file a Petition for Appointment of Guardian of Minor, Confidential Guardianship Screening Form, and Duties of Guardian and Acknowledgment of Receipt must enter each document as separate PDFs and not as one PDF. PDFs can be multiple pages but each file must be a separate document.

• File only one lead document per filing
  • Lead documents are moving documents that direct an action, such as a petition, motion, or objection. You can only file one lead document per e-Filing action.

• Electronic Signatures are acceptable
  • Lead documents are moving documents that direct an action, such as a petition, motion, or objection. You can only file one lead document per e-Filing action.
  • An electronic signature is acceptable on e-Filed documents only. Signatures must conform to CRC Rule 2.257 - external link and CCP 1010.6 - external link.

For questions regarding how to submit e-Filed documents, contact your e-Filing service provider (EFSP).

For questions regarding your case once filed, contact the Probate Division via email.