District of Columbia Probate Form

Case Initiation (Int) - Order Appointing Counsel, Examiner, Visitor, And/or Guardian Ad Litem (Es)

Everything you need to know about District of Columbia Form Case Initiation (Int) - Order Appointing Counsel, Examiner, Visitor, And/or Guardian Ad Litem (Es), including helpful tips, fast facts & deadlines, how to fill it out, where to submit it and other related DC probate forms.

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About Case Initiation (Int) - Order Appointing Counsel, Examiner, Visitor, And/or Guardian Ad Litem (Es)

There are all sorts of forms executors, beneficiaries, and probate court clerks have to fill out and correspond with during probate and estate settlement, including affidavits, letters, petitions, summons, orders, and notices.

Case Initiation (Int) - Order Appointing Counsel, Examiner, Visitor, And/or Guardian Ad Litem (Es) is a commonly used form within District of Columbia. Here’s an overview of what the form is and means, including a breakdown of the situations when (or why) you may need to use it:

View Form Case Initiation (Int) - Order Appointing Counsel, Examiner, Visitor, And/or Guardian Ad Litem (Es)

DC Form Case Initiation (Int) - Order Appointing Counsel, Examiner, Visitor, And/or Guardian Ad Litem (Es) is a probate form in District of Columbia. It is used by executors, personal representatives, trustees, guardians & other related parties during the probate & estate settlement process.

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Atticus Fast Facts About Case Initiation (Int) - Order Appointing Counsel, Examiner, Visitor, And/or Guardian Ad Litem (Es)

Sometimes it’s tough to find a quick summary— here’s the important details you should know about Case Initiation (Int) - Order Appointing Counsel, Examiner, Visitor, And/or Guardian Ad Litem (Es):

  • This form pertains to the State of District of Columbia

  • The official District of Columbia source for this form is here.

Government forms are not typically updated often, though when they are, it often happens rather quietly. While Atticus works hard to keep this information about ’s Form Case Initiation (Int) - Order Appointing Counsel, Examiner, Visitor, And/or Guardian Ad Litem (Es) up to date, certain details can change from time-to-time with little or no communication.

How to file Form Case Initiation (Int) - Order Appointing Counsel, Examiner, Visitor, And/or Guardian Ad Litem (Es)

Step 1 - Download the correct District of Columbia form based on the name and ID if applicable

Double check that you have both the correct form name and the correct form ID. Some District of Columbia probate forms can look remarkably similar, so it’s best to double, even triple-check that you’re using the right one! Keep in mind that not all States have a standardized Form ID system for their probate forms.

Step 2 - Complete the Document

Fill out all relevant fields in Form Case Initiation (Int) - Order Appointing Counsel, Examiner, Visitor, And/or Guardian Ad Litem (Es), take a break, and then review. Probate and estate settlement processes in DC are long enough to begin with, and making a silly error can push your timeline even farther back. No thank you!

Note: If you don’t currently know all of the answers and are accessing Form Case Initiation (Int) - Order Appointing Counsel, Examiner, Visitor, And/or Guardian Ad Litem (Es) online, be sure to avoid closing the browser tab and potentially losing all your progress (or use a platform like Atticus to help avoid making mistakes).

Step 3 - Have Form witnessed or notarized (if required)

Some States and situations require particular forms to be notarized. If you have been instructed to get the document notarized or see it in writing on the document, then make sure to hire a local notary. There are max notary fees in the United States that are defined and set by local law. Take a look at our full guide to notary fees to make sure you aren’t overpaying or getting ripped off.

Step 4 - Submit Case Initiation (Int) - Order Appointing Counsel, Examiner, Visitor, And/or Guardian Ad Litem (Es) to the relevant office

This is most often the local probate court where the decedent (person who passed away) is domiciled (permanently resides) or the institution involved with this particular form (e.g. a bank). Some offices allow you to submit forms online, other’s don’t, and we while we generally recommend going in-person to expedite the process, sometimes that simply isn’t an option.

It’s also a generally good idea to establish a positive working relationship with any probate clerk (unfortunately there’s enough people & process out there making things more difficult and unnecessarily confusing for them), so a best practice is to simply ask the probate clerk proactively exactly how and where they’d prefer you to submit all forms.

Need help getting in touch with a local probate court or identifying a domicile probate jurisdiction?

👉 Find and Contact your Local Probate Court

👉 What is a Domicile Jurisdiction?

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When Case Initiation (Int) - Order Appointing Counsel, Examiner, Visitor, And/or Guardian Ad Litem (Es) is due

Different probate forms or processes can require different deadlines or response times for completing the appropriate form.

While some steps in the process are bound to specific deadlines (like petitioning for probate, having to submit an inventory of assets, or filing applicable notices to creditors and beneficiaries), many probate forms or processes are not tied to a specific deadline since the scope of work can vary based on situational factors or requirements involved.

Either way, there are a bunch of practical reasons why personal representatives should work to complete each step as thoroughly and quickly as possible when completing probate in District of Columbia.

5 reasons you should submit this form as quickly as possible:

  1. The sooner you begin, the faster District of Columbia can allow heirs and beneficiaries to get their share of assets subject to probate. Acting promptly can also decrease the costs & overall mental fatigue through an otherwise burdensome process.

    Helpful Context: What’s the Difference Between Probate and Non-Probate Assets?

  2. In general, creditors of an estate usually have around 3-6 months from the time you file notice to creditors to file any claims for debt against the deceased’s assets. If they don’t, then that debt is forfeited (and more importantly, the executor won’t be held personally responsible). So doing this sooner means you have a better idea of who is owed what and ensures you won’t get a surprise collector months later.

  3. Not filing a will within 30 days (on average) could mean that the probate process proceeds according to intestate laws (laws that govern what happens to someone's stuff without a will) or is subject to unnecessary supervision by the probate court. And if you aren't directly related to the deceased (a.k.a. next of kin), this could also mean you lose your inheritance.

  4. It’s important to file any necessary state tax returns on behalf of the deceased or estate by the following tax season in District of Columbia. If you don’t, you could owe penalties and interest. This also includes any necessary federal tax returns such as Forms 1040, 1041, or even a Form 706 estate tax return.

  5. If a house in the State of District of Columbia is left empty (or abandoned) for a while, insurance can get dicey. For example, if the house burns down and no one has been there for a year, an insurance company may get out of paying your claim.

If you’re not using Atticus to get specific forms, deadlines, and timelines for District of Columbia probate, then try and stay as organized as possible, pay close attention to the dates mentioned in any correspondence you have with the State’s government officials, call the local District of Columbia probate clerk or court for exact answers regarding Form Case Initiation (Int) - Order Appointing Counsel, Examiner, Visitor, And/or Guardian Ad Litem (Es), and when in doubt— consult a qualified trust & estates lawyer for that area.

How to Download, Open, and Edit this form Online

Case Initiation (Int) - Order Appointing Counsel, Examiner, Visitor, And/or Guardian Ad Litem (Es) is one of the many probate court forms available for download through Atticus.

It may also be available through some District of Columbia probate court sites, such as . In order to access the latest version, be updated with any revisions, and get full instructions on how to complete each form, check out the Atticus Probate & Estate Settlement software or consider hiring a qualified legal expert locally within District of Columbia.

While Atticus automatically provides the latest forms, be sure to choose the correct version of Form Case Initiation (Int) - Order Appointing Counsel, Examiner, Visitor, And/or Guardian Ad Litem (Es) f using any other site or resource in order to avoid having to re-complete the form process and/or make another trip to the District of Columbia probate court office.

Case Initiation (Int) - Order Appointing Counsel, Examiner, Visitor, And/or Guardian Ad Litem (Es) is a .pdf, so opening it should be as simple as clicking “View Form” from within the Atticus app or by clicking the appropriate link found on any District of Columbia-provided government platform. Once you’ve opened the form, you should be able to directly edit the form before saving or printing.

View Form Case Initiation (Int) - Order Appointing Counsel, Examiner, Visitor, And/or Guardian Ad Litem (Es)

DC Form Case Initiation (Int) - Order Appointing Counsel, Examiner, Visitor, And/or Guardian Ad Litem (Es) is a probate form in District of Columbia. It is used by executors, personal representatives, trustees, guardians & other related parties during the probate & estate settlement process.

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Did you know?

  • Form Case Initiation (Int) - Order Appointing Counsel, Examiner, Visitor, And/or Guardian Ad Litem (Es) is a probate form in District of Columbia.

  • District of Columbia has multiple types of probate and the necessary forms depend on the unique aspects of each estate, such as type and value of assets, whether there was a valid will, who is serving as the personal representative or executor, and even whether or not they also live in District of Columbia.

  • During probate, all personal representatives and executives in are required to submit a detailed inventory of assets that must separate non-probate assets from probate assets.

  • Probate in District of Columbia, especially without guidance, can take years to finish and cost upwards of $14,000.

Frequently Asked Questions about Case Initiation (Int) - Order Appointing Counsel, Examiner, Visitor, And/or Guardian Ad Litem (Es)

Probate is the government’s way of making sure that when a person dies, the right stuff goes to the right people (including the taxes the government wants).

All of that stuff is collectively known as someone’s “estate”, and it’s the job of the executor or personal representative to fill out all the forms and complete all the required steps to formally dissolve the estate. 

To get instant clarity on the entire probate process and get an idea of the steps, timeline, and best practices, read the Atticus Beginner’s Guide to Probate

The best place? Create an account in Atticus to start getting estate-specific advice. 

You may need a lawyer, you may not, and paying for one when you didn’t need it really hurts. Atticus makes sure you make  the best decisions (plus you can write it off as an executor expense).

We’ve also created a list of other probate services. Be sure to check it out!

An executor is named in someone’s will, and if the deceased didn’t have a will, then the spouse or other close family relative usually steps up to fulfill the role. If no one wants to do it, then a judge will appoint someone. 

The executor is responsible for the complete management of the probate process, including major responsibilities such as:

  • Creating an inventory of all probate assets.

  • Filling out all necessary forms

  • Paying off all estate debts and taxes

  • Submitting reports to the court and beneficiaries as requested

And much more. This process often stretches longer than a year. 

For an idea of what separates executors who succeed from those who make this way harder than it should be, visit our article, Executors of an Estate:
What they do & secrets to succeeding
.

The Exact Text on Form Case Initiation (Int) - Order Appointing Counsel, Examiner, Visitor, And/or Guardian Ad Litem (Es)

Here’s the text, verbatim, that is found on District of Columbia Form Case Initiation (Int) - Order Appointing Counsel, Examiner, Visitor, And/or Guardian Ad Litem (Es). You can use this to get an idea of the context of the form and what type of information is needed.

1 Order Appointing Counsel Examiner Visitor and or Guardian ad Litem Noviembre del 2015 – 958.10.v3 Translated by JTG, inc. 09/2017 TRIBUNAL SUPERIOR DEL DISTRITO DE COLUMBIA DIVISIÓN TESTAMENTARIA Y DE SUCESIONES _________ INT _________ _________ IDD _________ En referencia a: ________________________________ Adulto ORDEN PARA LA DESIGNACIÓN DE UN ABOGADO, UN EXAMINADOR, UN VISITADOR O UN TUTOR AD LITEM Order Appointing Counsel Examiner Visitor and or Guardian ad Litem Habiendo considerado la petición presentada aquí el día ____ de ______________ del 20______, por la presente, el día ____ de _______________ del 20______, el Tribunal [ ] ORDENA que se lleve a cabo una audiencia el _____ de _____________ del 20______ a las __________ a. m./p. m. en punto en la sala _____ del Tribunal Superior del Distrito de Columbia, ubicado en Building A, 515 5 th Street, NW, Washington, DC, ante el juez ______________________________; y además [ ] ORDENA que la persona que solicita la designación de tutor presente una Declaración de antecedentes penales antes de que se lleve a cabo la audiencia programada antes mencionada. [ ] ORDENA que se designen a las siguientes personas y que estas comparezcan, a menos que el Tribunal las exima de comparecer: [ ] Abogado: se designa a _____________________________ para el cargo de abogado de _________________________________, el sujeto del proceso antes mencionado. El abogado tendrá acceso a todos los expedientes actuales de evaluación médica, psicológica o sociológica del sujeto del proceso. El abogado deberá desempeñar las funciones establecidas en la sección 21-2033(b) del Código del Distrito de Columbia y aquellas establecidas en la Norma 305 de la División Testamentaria y de Sucesiones del Tribunal Superior que sean compatibles con esta disposición legal, y deberá representar al sujeto del proceso en la audiencia. El abogado deberá presentar de inmediato una Notificación de comparecencia conforme a las Normas 321(d) y 305(a)(2) de la División Testamentaria y de Sucesiones del Tribunal Superior. [ ] Examinador: se deniega la solicitud de designación de un examinador porque ___________________________________________________________________ _________________________________________________________________________ [ ] Examinador: se designa a ________________________________________ para el cargo de examinador, quien tendrá acceso a todos los expedientes actuales de 2 Order Appointing Counsel Examiner Visitor and or Guardian ad Litem Noviembre del 2015 – 958.10.v3 Translated by JTG, inc. 09/2017 evaluación médica, psicológica o sociológica del sujeto del proceso. El examinador deberá desempeñar las funciones establecidas en la sección 21-2041(d) o en la sección 21-2054(a) del Código del Distrito de Columbia según corresponda y en la Norma 326 de la División Testamentaria y de Sucesiones del Tribunal Superior, y deberá presentar un informe por escrito ante el Tribunal y enviar copias por correo a todas las personas abajo mencionadas al menos diez (10) días antes de la audiencia. [ ] Visitador: se designa a ______________________________________ para el cargo de visitador, quien deberá desempeñar las funciones establecidas en la sección 21- 2033(c) del Código del Distrito de Columbia y en la Norma 327 de la División Testamentaria y de Sucesiones del Tribunal Superior, y deberá presentar un informe por escrito ante el Tribunal y enviar copias por correo a todas las personas abajo mencionadas al menos diez (10) días antes a la audiencia. [ ] Tutor ad litem: de conformidad con la sección 21-2033(a) del Código del Distrito de Columbia y con las disposiciones establecidas en la Norma 306 de la División Testamentaria y de Sucesiones del Tribunal Superior compatibles con esta disposición legal, un tutor ad litem es apropiado por los siguientes motivos: ___________________________________________________________________________ ___________________________________________________________________________ _______________________________________________________________; por lo tanto, por la presente, se designa a ________________________________________ para el cargo de tutor ad litem, quien tendrá acceso a todos los expedientes actuales de evaluación médica, psicológica o sociológica del sujeto del proceso con los siguientes fines: [ ] ayudar al sujeto del proceso a determinar sus intereses superiores en relación con este proceso; [ ] tomar determinaciones respecto de los intereses superiores del sujeto en relación con este proceso si dicho sujeto estuviese inconsciente o si fuera, de algún otro modo, totalmente incapaz de determinar sus intereses, aun contando con ayuda; o [ ] procesar o defender los intereses superiores de ______________ debido a que el Tribunal ha determinado que, por los motivos abajo mencionados, la representación sería, de lo contrario, inadecuada. El tutor ad litem no deberá ejercer como persona imparcial e independiente que determina hechos relevantes, investigador, defensor ni otra parte neutral, y tendrá las siguientes funciones específicas, además de aquellas anteriormente establecidas: ___________________________________________________________________________ ___________________________________________________________________________ _______________________________________ JUEZ cc:

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