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Colorado Appointment of Representative

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APPLICATION FOR INFORMAL PROBATE OF WILL AND INFORMAL APPOINTMENT OF PERSONAL REPRESENTATIVE

District Court Denver Probate Court _________________________________________ County, Colorado

Court Address:

IN THE MATTER OF THE ESTATE OF:

Deceased COURT USE ONLY

Attorney or Party Without Attorney (Name and Address):

Phone Number: E-mail:

FAX Number: Atty. Reg. #:

Case Number: Division Courtroom

APPLICATION FOR INFORMAL PROBATE OF WILL
AND INFORMAL APPOINTMENT OF PERSONAL REPRESENTATIVE

1. Applicant, (Name) as , is an interested person. (§15-10-201, C.R.S.)

2. The decedent died on the date of , at the age of years, domiciled in the City of , County of , State of .

3. Venue for this proceeding is proper in this county because the decedent:

was a domiciliary of this county on the date of death.

was not a domiciliary of Colorado, but property of the decedent was located in this county on the date of death.

4. No personal representative has been appointed by a Court in this state or elsewhere.

A personal representative of the decedent has been appointed by a Court in this state or elsewhere as shown on the attached explanation. (§15-12-301, C.R.S.)

5. Applicant:

has not received a demand for notice and is unaware of any demand for notice of any probate or appointment proceeding concerning the decedent that may have been filed in this state or elsewhere.

has received, or is aware of, a demand for notice. See attached demand or explanation.

6. The date of decedent’s last will is . The dates of all codicils are

The will and any codicils are referred to as the will. The will:

was deposited with this Court before the decedent’s death. (§15-11-515, C.R.S.)

has been delivered to this Court since the decedent’s death. (§15-11-516, C.R.S.)

accompanies this application.

has been probated in the State of . Authenticated copies of the will and of the statement probating it accompany this application. (§15-12-303, C.R.S.)

7. Except as may be disclosed on an attached explanation and after the exercise of reasonable diligence, applicant is unaware of any instrument revoking the will, is unaware of any prior wills which have not been expressly revoked by a later instrument, and believes that the will is the decedent’s last will and was validly executed.

8. No statutory time limitation applies to the commencement of these proceedings. (§15-12-108, C.R.S.)

9.

is 21 years of age or older, and has priority for appointment because of:

nomination by the will.

statutory priority. (§15-12-203, C.R.S.)

reasons stated in the attached explanation.

Those persons having prior or equal rights to appointment have renounced their rights to appointment or have been given notice of these proceedings. (§15-12-310, C.R.S.) Any required renouncements accompany this application.

10. The nominee is to serve in unsupervised administration and without bond. Bond is not required by the will, nor has bond been demanded by an interested person. (§§15-12-603 and 605, C.R.S.)

11. The decedent was was not married at time of death.

12. Listed below are the names and addresses of decedent’s spouse, children, heirs and devisees, and the names and addresses of guardians or conservators of incapacitated or protected persons. (See instructions below.)

NAME (Include spouse, if any) ADDRESS (or date of death) AGE AND DATE OF BIRTH OF MINORS (or nature of disability) INTEREST AND RELATIONSHIP (See instructions)

APPLICANT REQUESTS that the will be admitted to informal probate; that the nominee be informally appointed as personal representative to serve without bond in unsupervised administration; and that Letters Testamentary be issued to the personal representative.

As the applicant and being sworn, I verify that the facts set forth in this application are true to the best of my knowledge, information, and belief.

Date

Date

(Type or Print name, address and telephone # below)

State of

County of

Subscribed and affirmed or sworn to before me this day of , 20 , by .

My commission expires:

INSTRUCTIONS FOR PARAGRAPH 12:

Include any statements of legal disability or other incapacity required by Rule 10, C.R.P.P.

List the names and dates of death of any deceased devisees. (See applicable antilapse statute, §§15-11-601 and 603, C.R.S.)

Where a listed person is an heir, detail the relationship to the decedent which creates heirship. Examples: son, daughter of pre-deceased son. (§§ 15-11-101 to 114, C.R.S.)

Attach additional sheets if necessary.

CPC 11 R7/04 APPLICATION FOR INFORMAL PROBATE OF WILL AND INFORMAL APPOINTMENT OF PERSONAL REPRESENTATIVE

This form conforms in substance to CPC 11.

Enter text✕

What the Colorado Appointment of Representative Is and when it’s used

The Colorado Appointment of Representative is a written form that designates an individual or entity to act on behalf of a principal for specified Colorado matters, such as tax representation, communications with state agencies, or authorized access to records. The document defines the agent’s name, scope of authority, effective and expiration dates, and any limits. Agencies typically rely on a completed appointment to release confidential information or accept filings from the representative. Depending on the purpose, the form may require notarization, witnesses, or agency-specific attachments before acceptance.

Why a clear appointment matters and its legal foundation

A properly completed Colorado Appointment of Representative clarifies who may act, reduces processing delays, and protects both principal and agent. Electronic execution is generally valid under the federal ESIGN Act (15 U.S.C. §7001) and state UETA rules where adopted, but confirm agency-specific exceptions before relying on e-signatures.

Why a clear appointment matters and its legal foundation

Who commonly creates or signs this appointment

Common users include individuals, businesses, attorneys, and professional service firms that need an authorized contact to interact with Colorado state agencies or third parties.

  • Individuals needing tax, benefits, or licensing representation
  • Businesses delegating state filings, licensing, or compliance tasks
  • Attorneys, accountants, and licensed agents acting on behalf of clients

Use this form whenever someone other than the principal must receive notices, file claims, or sign documents within the scope defined by the appointment.

Primary signers and typical representative roles

Primary Signer

The principal is the person or authorized officer who grants authority. Their signature and printed name must match identification or corporate records to avoid verification delays; include title for business principals.

Appointed Representative

The representative is the individual or firm authorized to act. Provide a full legal name, business name if applicable, license numbers (if regulated), and contact details so agencies can authenticate requests without repeated proof.

Step-by-step: complete, execute, and deliver the appointment

Follow these sequential steps to reduce errors and ensure the appointment is accepted by Colorado agencies and third parties.

  • 01
    1. Draft: Enter names, scope, and dates precisely.
  • 02
    2. Review: Confirm authority limits and required attachments.
  • 03
    3. Execute: Sign, date, and notarize if required.
  • 04
    4. Submit: Send to the designated Colorado agency or recordkeeper.

Where completed appointments are typically sent

Destination depends on the appointment purpose; send the signed form to the agency or recipient that requested it and keep copies for your records.

  • State Revenue: Send completed tax representation forms to Colorado Department of Revenue.
  • Licensing Boards: Deliver to the specific state licensing or regulatory board.
  • Healthcare Records: Provide to the covered entity’s records office with HIPAA authorizations attached.
  • Third-Party Recipients: Share with banks, title companies, or other parties requiring agent authority.

Configuring a digital signing workflow for the appointment

If you complete the form online, set up authentication, routing, and copies so agencies and recordkeepers receive signed originals automatically.

Field Configuration
Authentication Email link plus optional SMS code
Template Prefill Auto-populate principal and representative details
Routing Order Principal signs before representative
Notifications Automatic signed copy to agency and parties

Technical considerations for electronic completion and sharing

Verify the signing platform supports required authentication, formats, and integrations with your agency or recordkeeping systems.

  • Integrations: Salesforce, NetSuite, Google Workspace
  • File Formats: PDF, DOCX, HTML, Excel
  • Authentication: Email, SMS, KBA, SSO

Use an e-signature provider that preserves audit trails, supports the needed formats, and can produce a tamper-evident final document acceptable for agencies and record retention.

Core elements every professional appointment should include

A complete appointment of representative clearly identifies parties, limits authority, sets effective dates, and includes execution details to reduce disputes and enable fast verification by agencies.

Identification

Full legal names for principal and representative, including business name and license numbers when applicable, to ensure correct authentication by agencies.

Scope

Explicit list of permitted actions (for example: file returns, receive notices, sign forms) so third parties understand the representative’s authority boundaries.

Effective Term

Clear effective and expiration dates or event triggers to avoid unintended ongoing authority after matters conclude.

Signature Details

Signatures must include printed name, date, and capacity (e.g., officer title); notarization or witness information when required by the recipient.

Attachments

Supporting documentation such as identification, power-of-attorney excerpts, corporate resolutions, or HIPAA authorizations should be appended where relevant.

Recordkeeping Info

Specify how copies are distributed and retained, including agency routing, so audit trails and proofs are preserved.

Download, save, and supporting documents to provide with the appointment

Keep standardized digital copies and any supporting documents together so agencies receive a complete submission and you maintain a defensible record.

Export Formats

Save a signed, tamper-evident PDF/A for archival and a native DOCX for future edits when permitted.

Supporting IDs

Attach copies of government ID or corporate formation documents used to verify authority at the time of submission.

Notary Evidence

If notarized, retain the notary acknowledgement and journal entry or RON session record if used.

Audit Trail

Keep the electronic audit trail showing timestamps, IP addresses, and signer authentication details for compliance.

Practical tips to complete the form correctly and efficiently

Apply these best practices to reduce rejections, speed agency acceptance, and preserve legal effect of the appointment.

Use full legal names consistently
Match names to government IDs or corporate registrations to avoid identity verification failures and agency requests for corrective documentation.
Limit authority precisely
Define specific powers and timeframes rather than granting unlimited authority; narrow language reduces abuse and administrative questions.
Confirm agency instructions before signing
Some agencies require notarization, special language, or online submission methods — verify requirements to avoid rejected appointments.
Retain complete records
Store the signed form, supporting IDs, notary records, and audit trails for the retention period required by applicable law or agency rules.

Common mistakes to avoid when preparing the appointment

  • Using nicknames or initials instead of full legal names, which can prevent agencies from verifying identity or accepting the document.
  • Failing to specify the scope of authority clearly, leaving open whether the representative may receive confidential information or sign binding documents.
  • Omitting notarization or witness requirements when the recipient explicitly requires them, resulting in rejection or delayed processing.
  • Not preserving an audit trail for electronic signatures, which can make it difficult to prove authenticity if the appointment is contested.

Risks and legal consequences of errors or omission

Invalid Authorization: Legal challenge risk
Agency Rejection: Processing delays or refusal
Confidentiality Breach: Unauthorized data release
Financial Penalties: Fines for missed filings
Tax Withholding: Backup withholding triggers
Contractual Liability: Claims against principal or agent

Timing considerations and common deadlines

Pay attention to effective dates, agency submission windows, and any deadlines that determine when the representative may act on behalf of the principal.

Effective upon execution:

Appointment typically takes effect on the date signed unless a later date is specified.

Agency filing windows:

Some agencies require appointments before accepting filings or communications; check the recipient’s instructions.

No universal tax deadline:

W-9s and some authorizations have no set filing deadline; provide them when requested to avoid withholding.

Notary/RON timing:

If a notarization or RON session is required, complete it at signing or the agency may not accept the form.

Revocation notice timing:

Revocations take effect when received by the agency; give written notice and retain proof of delivery.

Key milestones from draft to retention

A typical lifecycle includes drafting, execution, submission, and recordkeeping — each milestone has distinct requirements and timelines.

01

Drafting

Complete fields accurately and attach required IDs.

02

Execution

Sign, date, and notarize or use RON as required.

03

Submission

Send to the requesting agency and confirm receipt.

04

Recordkeeping

Store signed copies and audit trails per retention rules.

Comparison: signNow and common e-signature vendors for appointment workflows

Basic plan and capability differences can affect cost and compliance; compare starting price, trial options, bulk send, audit trail, HIPAA support, and envelope limits below.

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 Varies Varies Varies
Bulk Send Yes Yes Yes Yes No
Audit Trail Yes Yes Yes Yes Yes
HIPAA Compliant Yes Yes Yes No No
Envelope Cap No cap 100 envelopes/user/year Varies Varies Varies

Security and compliance basics to preserve legal effect

Encryption: TLS 1.2/1.3 in transit; AES-256 at rest
Audit Trail: Comprehensive timestamp and action logs
Regulatory Certifications: SOC 2 Type II and ISO 27001 available
HIPAA Support: BAA available for covered health workflows
Legal Frameworks: ESIGN and UETA compliance for electronic records
Accessibility: WCAG 2.0 Level AA compliance supported

Frequently asked questions about Colorado appointments and electronic execution

Answers to common practical and legal questions about completing, signing, notarizing, and revoking an appointment of representative in Colorado.


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