| name | notice-of-assets-claims |
| title | Notice of Assets and Request for Claims |
| description | 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. |
| author | CaseMark |
| author_url | https://github.com/CaseMark/skills/tree/main/skills/legal/notice-of-assets-claims |
| license | Apache-2.0 |
| version | 0.1.0 |
| execution_mode | open |
| jurisdiction | us |
| practice | trusts-and-estates |
| language | en |
| tags | ["drafting","letter","litigation"] |
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.
