casemark/notice-of-assets-claims

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

1. Decedent — full legal name, aliases, DOD, DOB, last residence
2. Personal representative — name, relationship, appointment date, independent administration authority (Y/N)
3. Court — case number, county, state, court address with department/division
4. Counsel — attorney name, bar number, firm, address, phone, email
5. Jurisdiction's probate code — research state-specific notice requirements before drafting

Quick Start

1. Collect all required inputs; flag missing items with [TO BE PROVIDED].
2. Complete jurisdictional research checklist below.
3. Draft notice following the output structure.
4. Verify all deadlines, statutory citations, and publication requirements.
5. 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

1. File with court at stated address/department
2. Serve copy on personal representative or counsel
3. State acceptable service methods per jurisdiction
4. Identify where to obtain claim forms if required
5. 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