Case Caption
Include court name, county, case number (if available), and full party names so the clerk and judge can immediately identify the matter and avoid misfiling.
Following Part 1 ensures filings meet court formality requirements, supports timely notice to interested parties, and reduces the risk of delays or rejection by the clerk. Clear compliance with these procedures helps preserve assets, protect fiduciaries from later challenges, and promotes orderly administration in line with Colorado statutory law and case practice.
The rules are used by a mix of legal professionals and non-lawyers engaged in estate administration in Colorado.
An individual appointed by the court to manage estate administration, file required petitions and inventories, provide notices to heirs and creditors, and submit accountings. They must follow court procedure and local rules when signing filings and affidavits.
A licensed Colorado attorney who prepares petitions, interprets Part 1 rules, represents fiduciaries or interested parties, and ensures filings comply with statutory and procedural requirements during every stage of probate.
Include court name, county, case number (if available), and full party names so the clerk and judge can immediately identify the matter and avoid misfiling.
Provide full legal name, date and place of death, last residence, and any aliases to prevent identity confusion and to link public records accurately to the estate.
State the relief sought, list petitioners, cite relevant statutes or rules, and attach the original will if applicable for the court record and judicial review.
Attach an initial inventory listing major assets with estimated values and supporting documents such as bank statements, deeds, and appraisal summaries to support distributions.
Attach affidavits or certificates showing service on heirs and creditors and provide addresses used for service to establish the court-created notice record.
Include proposed orders, fiduciary acceptance forms, and a plan for periodic accountings and distributions aligned with court expectations to facilitate approval.
File promptly after appointment or when seeking administration.
Serve heirs and creditors per court directions without undue delay.
File inventory when ordered or within court-prescribed timeframes.
Claim periods vary by statute and notice method used.
Prepare per court schedule or upon closing the estate.
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