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Asked 6 months ago - San Francisco, CA
Flag`...How do i go about doing this? What legal document is needed? Please help TY~ :)
Any documents filed in a probate case are matters of public record and no subpoena is necessary. All you have to do is copy the court file. However, those records are probably not filed with any court.
If there is a pending probate you would have to file an appropriate petition in those proceedings and then you could obtain the banking and accounting records from the personal representative with a notice to produce.
You should consult local probate counsel if you are an interested party in a pending probate proceeding. You do not want to take any action which could jeopardize your interest. If those records are pertinent to an issue you wish to raise, perhaps counsel could obtain them for you simply by asking counsel for the personal representative. Good luck.
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