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Attorneys Archive Buckingham Doolittle Burroughs LLC

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ATTORNEY OR PARTY WITHOUT ATTORNEY:

NAME:

FIRM NAME:

STREET ADDRESS:

CITY:

STATE:

ZIP CODE:

TELEPHONE NO.:

E-MAIL ADDRESS:

ATTORNEY FOR (name):

STATE BAR NUMBER:

FOR COURT USE ONLY

BMD-003

SUPERIOR COURT OF CALIFORNIA, COUNTY OF

STREET ADDRESS:

MAILING ADDRESS:

CITY AND ZIP CODE:

BRANCH NAME:

IN THE MATTER OF (name):

CASE NUMBER:

PETITION TO ESTABLISH FACT, TIME, AND PLACE OF DEATH

HEARING DATE AND TIME:

DEPT.:

Notice to Petitioners

At or before the court hearing on this petition, you must provide to the court a completed (filled-in) order for the judicial officer to sign. The order must be prepared on a form issued by the California Department of Public Health Vital Records (CDPH Vital Records), the Order Establishing Fact of Death (form VS 109). The top portion of that form is the court order. The bottom portion of that form is the death certificate you must submit for filing to CDPH Vital Records with a copy of the signed order certified by the clerk of the court. Form VS 109 may be obtained from CDPH Vital Records or from a county recorder or health department. Information about the form, including instructions on how to get it and how to complete and file it with the court and with CDPH Vital Records, is available online at www.cdph.ca.gov/certlic/birthdeathmar/Pages/CorrectingorAmendingVitalRecords.aspx.

1. a. Petitioner (name each):

is beneficially interested in and entitled under section 103450 of the California Health and Safety Code to an order establishing the fact and the time and place of the death of the person named in item 2a.

b. Petitioner's beneficial interest in this matter is as follows:

(1) I am related to the person named in item 2a as follows (specify the relationships of all petitioners to that person):

(2) I am not related to the person named in item 2a.

(3) I am interested in this matter for the following reasons (complete unless item 1b(1) is selected):

Continued in Attachment 1b(3).

2. Petitioner requests the court to establish the fact, time, and place of the death of the person named in item 2a.

a. Name:

b. Time of death: (date and time of day): a.m. p.m.

c. Place of death: City, town, township, or other (identify "other" if known):

(1) County:

State (U.S.):

(2) State or province:

Country:

IN THE MATTER OF (name):

CASE NUMBER:

BMD-003

3. (Check one of the following):

a. There is no official record of the fact, time, and place of the death of the person named in item 2a.

b. A certified copy of the official record of the death of the person named in item 2a cannot be obtained for the following reasons:

Continued in Attachment 3b.

4. The person named in item 2a resided at the time of death at (street address and city):

County:

State:

5. Petitioner requests that the court make an order determining that the death of the person named in item 2a did in fact occur at the time and at the place stated in items 2c and 2d, as shown by the Declaration in Support of Petition to Establish Fact, Time, and Place of Death (form BMD-003A) and attachments, filed herewith, and by other proofs adduced at the hearing.

6. Number of pages attached:

Date:

(TYPE OR PRINT NAME OF ATTORNEY FOR PETITIONER)

(SIGNATURE OF ATTORNEY)

I certify under penalty of perjury under the laws of the State of California that the foregoing is true and correct, except as to those matters stated on information and belief, and as to those matters, I am informed and believe them to be true.

Date:

(TYPE OR PRINT NAME OF PETITIONER)

(SIGNATURE OF PETITIONER)

Date:

(TYPE OR PRINT NAME OF PETITIONER)

(SIGNATURE OF PETITIONER)

Date:

(TYPE OR PRINT NAME OF PETITIONER)

(SIGNATURE OF PETITIONER)

Form Adopted for Mandatory Use

Judicial Council of California

BMD-003 [Rev. September 1, 2018]

PETITION TO ESTABLISH FACT, TIME, AND PLACE OF DEATH

Page 1 of 2

Health and Safety Code,

§§ 103450-103490

www.courts.ca.gov

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What the Attorneys Archive Buckingham Doolittle Burroughs LLC is and why it exists

The Attorneys Archive Buckingham Doollittle Burroughs LLC is a standardized matter-record template and metadata index used to catalog client files, correspondence, pleadings, and retention instructions for matters handled by Buckingham Doolittle Burroughs LLC attorneys. It captures matter identifiers, client and matter contacts, attorney assignments, redaction notes, privilege markings, and retention tags to support discovery, regulatory compliance, and internal governance. The archive entry is designed to accompany electronic document packages, preserve chain-of-custody metadata, and document the authoritative version and retention schedule for each matter.

Why a structured archive entry matters for legal files

A consistent Attorneys Archive record reduces discovery search time, clarifies custody, and documents retention decisions to meet regulatory and client obligations.

Why a structured archive entry matters for legal files

Who typically completes an Attorneys Archive entry

Law firm staff with matter responsibility should prepare and verify archive entries before finalizing.

  • Managing Attorneys and Partners — Confirm matter summary, privilege assertions, and supervising counsel details for accuracy.
  • Paralegals and Legal Assistants — Create entries, attach documents, and apply retention tags and redaction notes consistently.
  • Records/Knowledge Managers — Validate retention codes, access controls, and retention end dates across matters.

Core components of a professional Attorneys Archive Buckingham Doolittle Burroughs LLC record

A well-formed archive entry groups essential metadata, legal markings, custody and access controls, and retention instructions so anyone reviewing the matter can quickly understand scope and obligations.

Matter ID

Unique alphanumeric identifier used firm-wide to link documents, bills, and correspondence to this matter.

Client Name

Full legal client name and preferred billing name; include corporate entity type and parent company where applicable.

File Summary

Brief neutral statement of matter scope, key dates, and primary issues to support search and review.

Counsel Assigned

Primary and secondary attorneys with contact details and defined responsibilities for the matter.

Retention Schedule

Retention tag specifying active period, post-termination retention length, and applicable legal basis or code.

Access Controls

Role-based restrictions, privilege markers, and instructions for external sharing or court production.

Step-by-step: create, verify, and finalize an archive record

Follow these steps in order to create a defensible archive entry that supports retrieval, audit, and eDiscovery obligations.

  • 01
    Create Matter Entry: Open the archive template and enter core metadata fields.
  • 02
    Attach Documents: Upload pleadings, correspondence, and exhibits as separate, clearly labeled files.
  • 03
    Apply Retention Tag: Choose the retention schedule and legal basis for preservation or deletion.
  • 04
    Review and Sign: Lead counsel reviews and confirms accuracy, then sign and timestamp the entry.

Recommended digital workflow settings for archive entries

Configure the document workflow to enforce naming, access levels, retention tagging, and approval routing automatically.

Field Configuration
Document ID Format Auto-generate using matter code and sequence number.
Retention Tagging Auto-assign based on matter type or custom intake answers.
Approval Routing Route to supervising partner for final sign-off automatically.
Authentication Level Require firm SSO or two-factor for approvals.

How electronic creation and eSubmission typically flow

A clear four-step flow reduces signer friction and preserves audit evidence for the archive record.

  • Upload: Attach source documents and supporting files to the matter entry.
  • Prepare Fields: Place signature, date, and metadata fields in the archive template.
  • Sign: Authorized attorney authenticates and electronically signs the entry.
  • Archive: Store signed record with retention tag and immutable audit trail.

Platform and integration considerations for digital archiving

Check integrations, storage formats, and authentication options before choosing an eSignature or archive platform.

  • Supported Integrations: Salesforce, NetSuite, Microsoft 365, Google Workspace and more.
  • Document Formats: PDF, DOCX, and searchable OCR PDF output supported.
  • Authentication Options: SSO, two-factor, SMS, and KBA where required.

eSignature vendor comparison for archiving and signing legal records

Basic pricing and feature indicators can inform platform selection for signing and storing archived attorney records; signNow is listed first per comparison conventions.

signNow DocuSign Adobe Sign PandaDoc HelloSign
Starting Price $8/user/mo $15/user/mo $14/user/mo $19/user/mo $15/user/mo
Free Trial 7-day free trial Varies by plan Varies by plan Varies by plan Varies by plan
Bulk Send Yes (Business Premium) Varies by plan Varies by plan Varies by plan Varies by plan
Audit Trail Yes Yes Yes Yes Yes
HIPAA Compliant Yes (BAA) Varies by plan Varies by plan Varies by plan Varies by plan
Envelope Cap No cap 100 envelopes/user/year limit Varies by plan Varies by plan Varies by plan

Security and compliance items to record with each archive entry

Encryption in Transit: TLS 1.2/1.3
Encryption at Rest: AES-256
Audit Trail: Detailed timestamps and IP
Access Controls: Role-based permissions
Certifications: SOC 2 Type II, ISO 27001
HIPAA Support: BAA available

Key risks and potential penalties for poor archival practice

Premature Deletion: Loss of evidence
Unauthorized Disclosure: Client privacy breach
Missing Signatures: Document unenforceability
Incorrect Retention: Regulatory noncompliance
Discovery Failures: Adverse in litigation
Tax Penalties: Statutory fines where filings involved

Common preparation mistakes to avoid

  • Inconsistent naming conventions that prevent effective search and cross-reference across matters.
  • Omitting an effective date or using inconsistent date formats leading to retention confusion.
  • Applying incorrect retention tags or failing to document the legal basis for retention decisions.
  • Failing to apply privilege markings or redaction instructions before sharing documents externally.

Practical tips for accurate and efficient archive record completion

Adopt repeatable routines and validation checks to reduce errors and maintain defensible records across matters.

Use consistent naming conventions firm-wide
Define and enforce a single naming standard for matter IDs, document types, and versions. Consistency reduces time spent locating materials and prevents duplicate files during eDiscovery. Automate identifiers where possible to eliminate manual entry errors.
Apply retention tags with documented legal basis
Record the statutory or contractual basis for retention choices in the entry. Annotate special holds or litigation preservation with effective start and end dates to avoid accidental deletion.
Validate privilege and redaction before sharing
Confirm privilege assertions and apply required redactions on a copy preserved for review. Maintain a redaction log describing what was redacted and why for production transparency.
Use role-based access and audit reviews
Restrict external sharing, require supervisory approvals for production, and periodically audit access logs and retention tags for compliance assurance.

Timing considerations and common deadlines tied to archived matters

Track key dates that affect retention obligations, discovery responses, and statutory limitations tied to each archive entry.

Retention Start Date:

Begins on matter open or effective date, depending on firm policy.

Retention Review:

Conduct periodic reviews at retention milestones to confirm disposal or extension.

Discovery Hold Trigger:

Preserve records immediately upon notice of litigation to avoid spoliation.

Client Record Requests:

Respond to client records requests in a timely manner per engagement terms.

Statute of Limitations Watch:

Retain records through applicable limitation periods relevant to the matter type.

Real-world examples of electronic signing and archive use

These examples show how organizations used electronic signing and secure archiving to streamline operations while preserving compliance.

Optica Ventures (Brian Fitzgibbons)

Optica moved routine client documents online to simplify execution and retrieval.

  • The interface was simple for staff and clients.
  • The result reduced turnaround time and made client-facing workflows easier to track while preserving a clear audit trail for each executed document.

Fertility Centers of Illinois (John Butler)

Fertility Centers digitized consent and records processes to handle signatures remotely.

  • The API integration supported multiple formats.
  • The team reported improved responsiveness to patients and better control over document versions and storage, with secure access and retention aligned to healthcare requirements.

Frequently asked questions about the Attorneys Archive Buckingham Doolittle Burroughs LLC

Answers to common questions on validity, eSignature use, retention, and platform capabilities for archived matter records.


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