California Probate Code Section 13100 Affidavit Form

Automate complex legal workflows with a California Probate Code Section 13100 Affidavit template.

What this California affidavit does

The California Probate Code Section 13100 Affidavit Form is a sworn statement used to support certain transfers of a decedent’s personal property without full probate administration when the statutory requirements are met. It identifies the decedent, the affiant’s relationship or entitlement, the property, and relevant timing or value facts. The affiant signs under the required declaration, then presents the completed document to the bank, custodian, institution, or other holder. signNow can route and record the signature, but it does not decide eligibility, replace legal advice, or guarantee acceptance by a California recipient.

Business types using the affidavit

The form is most useful where several people must verify estate facts, sign a declaration, and deliver a consistent executed record.

Solo California probate attorneys use the affidavit to collect an affiant’s declaration, coordinate supporting property details, and retain execution evidence within a matter file.
Estate-administration departments at financial institutions use controlled intake workflows when reviewing affidavits presented by successors for qualifying personal-property transfers.
Family offices and fiduciaries use signNow to coordinate heirs, counsel, and custodians while keeping the executed affidavit separate from unapproved drafts.

Field detection

Upload the California Probate Code Section 13100 Affidavit Form and review detected fields before entering decedent, affiant, beneficiary, or property information.

Signer routing

Route the affidavit to identified signers in a defined order, reducing uncertainty about whose declaration must be completed before delivery.

Audit evidence

Capture signing events, timestamps, and document history alongside the executed affidavit for a clearer estate-administration record.

Mobile signing

Allow heirs, counsel, or administrators to review and sign from a desktop or mobile device when an in-person meeting is impractical.

Controlled templates

Reuse an approved affidavit layout while keeping estate-specific names, dates, and asset descriptions editable for each matter.

Record preservation

Store the signed affidavit and completion record together, subject to the receiving institution’s California filing and retention requirements.

Complete the California affidavit online

Prepare the exact California Probate Code Section 13100 Affidavit Form, verify its estate details, and route the execution record through signNow.

Upload:
Upload the California affidavit
Check fields:
Review detected fields and add missing names, dates, and signatures.
Send:
Send the completed draft to each required signer.
Store record:
Collect signatures and download the signed affidavit with its audit trail.

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Setting	Recommendation
Authentication method	Email verification with SMS OTP
Signature type	Typed or drawn electronic signature
Audit trail	Enabled with completion certificate
Document retention	Follow recipient and estate-file policy
Encryption	TLS 1.2/1.3 and AES-256

Signer authentication:

The signer’s identity is associated with the California affidavit signing event.

Timestamp capture:

The platform records the exact time each affidavit action occurs.

Document hashing:

A cryptographic hash represents the signed affidavit’s document content.

Tamper sealing:

The completed file receives tamper-evident protection after signing.

Event logging:

Each view, field change, and signature action enters the event log.

Audit export:

Authorized users retrieve or export the completed affidavit and audit trail.

Use the signNow web app when counsel or an estate administrator prepares the California affidavit on a desktop and needs to place fields precisely.
Use the mobile app when an affiant reviews the affidavit away from the office and needs to sign from an iOS or Android device.
Use kiosk mode for supervised signing at an office when one device serves multiple affiants and the administrator controls each signing session.
Use a shareable signing link when the receiving workflow allows link-based access, while confirming the intended affiant before execution.

Connect affidavit workflows to business systems

Connect probate counsel, estate administrators, and records teams with CRM, ERP, cloud storage, and project systems used to manage affidavit documents.

Security controls for affidavit records

Data in transit:

TLS 1.2/1.3 encryption

Data at rest:

AES-256 encryption

Security reporting:

SOC 2 Type II certified

Information security:

ISO 27001 certified

Electronic signatures:

ESIGN and UETA compliant

California privacy:

CCPA compliant

Limits and exclusions to check

May require separate acknowledgment

Notarization

Excluded from ESIGN exceptions

Wills

Follow court procedures

Court filings

Record under county rules

Real-estate deeds

Best practices for this California affidavit

Accuracy, controlled routing, and preserved execution evidence matter when an affidavit will support estate administration or a property-transfer request.

Verify every identifying detail before sending

Confirm the decedent, successor, property, and valuation information against supporting records before sending the California affidavit. Correcting names or asset descriptions after signature can require a new execution and renewed review by the receiving institution.

Build a controlled affidavit template

Use a reusable template only after counsel confirms the fields match the intended California Probate Code Section 13100 use. Lock recurring labels, but leave beneficiary names, dates, asset descriptions, and signatures individually fillable.

Preserve the executed record set

Keep the signed affidavit, completion certificate, supporting exhibits, and related correspondence together. Restrict editing permissions after completion so the record remains identifiable as the executed version presented for administration.

Document electronic signing consent clearly

Explain electronic signing and obtain affirmative consent when a consumer signs electronically. ESIGN requires intent, attribution, and record retention; UETA generally governs qualifying intrastate electronic transactions in California.

Retention rules for related records

California Probate Code Section 13100 does not create one universal retention period for every signed affidavit. Apply the rule governing the underlying record.

6 years: health records

HIPAA-covered health records follow 45 CFR 164.530(j), when the affidavit file contains protected health information.

3 years: federal tax records

Federal tax records generally follow IRC §6501(a), subject to longer periods for substantial understatement or fraud.

3 years: payroll records

Employment records connected to estate administration follow the applicable record rule, not the affidavit’s name alone.

5 years: injury records

OSHA injury records require retention under 29 CFR §1904.33 when relevant to the underlying record.

7 years: audit records

Sarbanes-Oxley audit records require 15 U.S.C. §7245 retention when the record falls within that statute.

Questions about signing this affidavit

Use these answers to separate signNow workflow issues from California acceptance, authentication, and estate-record requirements.

Business includes legally binding eSignatures, templates, and audit trails, but this form’s acceptance still depends on the receiving court, institution, or adviser. Confirm whether an original, notarization, or additional probate filing is required before electronic execution.

signNow’s Business plan includes audit trails and mobile apps. If the receiving party requires stronger controls, Enterprise adds advanced signer authentication; select the control based on the institution’s written requirements rather than the form name alone.

The California affidavit may contain sensitive estate and beneficiary information. signNow is ESIGN- and UETA-compliant, encrypts data with TLS 1.2/1.3 in transit and AES-256 at rest, and supports controlled access through its account permissions.

If a signer cannot open the request, verify the email address, resend the invitation, or provide a signNow signing link. The sender should confirm the signer is the intended successor or authorized representative before completion.

Business Premium includes bulk send, while Business includes templates and audit trails. For one California affidavit, bulk send is usually unnecessary; choose it only when the same approved document must reach many separate recipients.

A completed signNow record can include the signed affidavit and certificate of completion. Export both from the transaction and store them with the probate file; signNow’s platform does not determine California court filing or retention rules.

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