Safe Deposit Packet

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.

Safe Deposit Packet is a commonly used form within Nevada. 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:

Atticus Fast Facts About Safe Deposit Packet

Sometimes it’s tough to find a quick summary— here’s the important details you should know about Safe Deposit Packet:

• This form pertains to the State of Nevada

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 Nevada’s Form 14 - Safe Deposit Packet up to date, certain details can change from time-to-time with little or no communication.

Step 1 - Download the correct Nevada 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 Nevada 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 14, take a break, and then review. Probate and estate settlement processes in NV 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 14 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 14 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 Safe Deposit Packet 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?

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👉 What is a Domicile Jurisdiction?

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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 Nevada.

5 reasons you should submit 14 as quickly as possible:

1. The sooner you begin, the faster Nevada 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 Nevada. 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 Nevada 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 Nevada 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 Nevada probate clerk or court for exact answers regarding Form 14, and when in doubt— consult a qualified trust & estates lawyer for that area.

Safe Deposit Packet is one of the many probate court forms available for download through Atticus.

It may also be available through some Nevada 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 Nevada.

While Atticus automatically provides the latest forms, be sure to choose the correct version of Form 14 - Safe Deposit Packet 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 Nevada probate court office.

Safe Deposit Packet 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 Nevada-provided government platform. Once you’ve opened the form, you should be able to directly edit the form before saving or printing.

Here’s the text, verbatim, that is found on Nevada Form 14 - Safe Deposit Packet. You can use this to get an idea of the context of the form and what type of information is needed.

1 of 4 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 © 4/11/17 Civil Law Self-Help Center PET _____________________________ (Name) _____________________________ (Address) _____________________________ (City, State, Zip Code) _____________________________ (Telephone number/E-mail Address) Petitioner, In Proper Person EIGHTH JUDICIAL DISTRICT COURT CLARK COUNTY, NEVADA In the Matter of the Estate of: _______________________________________, Deceased. Case No.: P Dept. No.: PC-1 EX PARTE PETITION FOR ORDER TO OPEN SAFE DEPOSIT BOX Petitioner, (your name) ___________________________________________, (hereinafter “Petitioner”) appearing in Proper Person, respectfully alleges and shows as follows: 1. Petitioner files this request pursuant to Nevada Revised Statutes 136.060, and requests that this Court enter an order authorizing (name of financial institution holding safe deposit box) ________________________ to open the safe deposit box rented by (name of person who passed away) _______________________________ (hereinafter “Decedent”) in the presence of Petitioner, for the purpose of inventorying the contents of the box and ascertaining if the Last Will of Decedent is contained inside the safe deposit box. 2. Petitioner is the (your relation to the decedent) ___________________ of Decedent and resides at (your address) _____________________________________________________________. 2 of 4 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 © 4/11/17 Civil Law Self-Help Center A copy of Petitioner’s identification is attached hereto as Exhibit A. 3. Decedent died on the (day, month, and year of death) ____________________________, in (county where the decedent died) _________________________ and, on the date of death, Decedent was a resident of Clark County, Nevada. A certified copy of Decedent’s death certificate is attached herein as Exhibit B. 4. The names, relationships, ages, and residence addresses of all the devisees, legatees, heirs, and next-of-kin of Decedent, so far as known to Petitioner, are: (You must include the name, relationship, age (if under 18), and address of (1) decedent’s legally married spouse, (2) all decedent’s children; (3) all other devisees, legatees, heirs, and next-of kin. List all persons, regardless of age, even if estranged or out of state. Include all addresses; if unknown, include last known address or state “unknown.”) Name Relationship to Decedent Age (If under 18, list age; if over 18, write “adult.”) Address Check here if you have more people to include, and attach a continuation sheet. 5. The devisees, legatees, heirs, and next-of-kin of Decedent who are listed above either consent to the opening of the safe deposit box, and I have attached the appropriate Consents to Open and Inventory Safe Deposit Box herein; or they have not consented, and an Affidavit in Support of Petition for Order to Open Safe Deposit Box explaining their lack of consent is herein attached as Exhibit C. 6. That on information and belief, Petitioner alleges that Decedent, at the time of death, was the holder of a safe deposit box at (name of financial institution where safe deposit box is) 3 of 4 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 © 4/11/17 Civil Law Self-Help Center ____________________________________________________ located at (address of financial institution) _____________________________________________________________________________. The box number is (box number) __________________ and the location of the key is (location of key): ___________________________________________________________. Petitioner believes that Decedent may have executed a Last Will and Testament, but that same has not been located among the Decedent’s personal effects, and would most probably be in the Decedent’s safe deposit box. WHEREFORE, Petitioner prays: 1. That the Court make and enter its order directing the officers of (name of financial institution) ________________________________________ to open the safe deposit box rented by Decedent, in the presence of Petitioner, for the purpose of inventorying the contents of the box and ascertaining if the Last Will of Decedent is contained therein; and 2. If such Will is found, directing that it be removed by Petitioner and deposited with the Clerk of this Court, and that such safe deposit box be then re-locked until such time as further ordered by the above-entitled Court. DATED THIS _____ day of _______________, 20___. Respectfully submitted, _____________________________ (signature) _____________________________ (Your name) _____________________________ (Your address) _____________________________ (Your city, state, and zip) _____________________________ (Your phone number) _____________________________ (Your email) PETITIONER, IN PROPER PERSON 4 of 4 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 © 4/11/17 Civil Law Self-Help Center VERIFICATION IN SUPPORT OF PETITION FOR ORDER TO OPEN SAFE DEPOSIT BOX STATE OF NEVADA ) )ss COUNTY OF CLARK ) (Your name) ________________________, being first duly sworn, declares under penalty of perjury under the law of the State of Nevada that the foregoing and following is true and correct: I am the Petitioner in the above-entitled action. I have read the foregoing Ex Parte Petition for Order to Open Safe Deposit Box, and know the contents thereof. The Petition is true of my own knowledge except as to those matters that are stated on information and belief, and as to those matters, I believe them to be true. DATED THIS _____ day of _______________, 20___. _____________________________ (signature) _____________________________ (Your name) 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 © 4/11/17 Civil Law Self-Help Center _____________________________ (Name) _____________________________ (Address) _____________________________ (City, State, Zip Code) _____________________________ (Telephone number/E-mail Address) In Proper Person EIGHTH JUDICIAL DISTRICT COURT CLARK COUNTY, NEVADA In the Matter of the Estate of: ______________________________________, Deceased. Case No.: P Dept. No.: PC-1 CONSENT TO OPEN AND INVENTORY SAFE DEPOSIT BOX COMES NOW (your name) __________________________, (state your relationship to the Decedent) ________________________________, whose address is (your address) ___________________________________________________, being first duly sworn, declare under penalty of perjury that I am aware of the Ex Parte Petition for Order to Open Safe Deposit Box filed by (name of person who filed the petition) __________________________ requesting authority to open and inventory the contents of a safe deposit box owned by the decedent located at (name and address of financial institution where safe deposit box is) _____________________________________________________________________ _____________________________________________________________________________. I FURTHER ACKNOWLEDGE that I am in agreement with the request to open and inventory the safe deposit box. DATED THIS _____ day of _______________, 20___. Respectfully submitted, _____________________________ (signature) _____________________________ (Your name) 1 of 2 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 © 4/11/17 Civil Law Self-Help Center ORDR _____________________________ (Name) _____________________________ (Address) _____________________________ (City, State, Zip Code) _____________________________ (Telephone number/E-mail Address) Petitioner, In Proper Person EIGHTH JUDICIAL DISTRICT COURT CLARK COUNTY, NEVADA In the Matter of the Estate of: _______________________________________, Deceased. Case No.: P Dept. No.: PC-1 EX PARTE ORDER TO OPEN SAFE DEPOSIT BOX The Court, upon reading the verified ex-parte petition of (your name) __________________, and good cause appearing therefore: IT IS HEREBY ORDERED, ADJUDICATED AND DECREED: 1. That the Officers of the (name of financial institution) _____________________________ located at (address of financial institution) _______________________________________, shall open the safe deposit box rented by Decedent, (name of Decedent) ________________________, in the presence of Petitioner, (your name) ________________________, and the officers of the bank for the purpose of inventorying the contents of the box and to place a copy of the inventory in said safe deposit box, and ascertaining if the Last Will and Testament of the Decedent is contained therein; 2. That a copy of the inventory of the contents of the safe deposit box shall be filed with the Clerk of the above Court; and / / / 2 of 2 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 © 4/11/17 Civil Law Self-Help Center 3. That if the Last Will and Testament of the Decedent is found therein, Petitioner, (your name) ________________________, is directed to remove such Last Will and Testament and file the same with the Clerk of the above Court, and such safe deposit box shall then be re-locked and remain locked until further ordered by the Court. DATED this ____ day of ___________, 20_____. _______________________________ DISTRICT COURT JUDGE Respectfully submitted, _____________________________ (Signature) _____________________________ (Your name) PETITIONER, IN PROPER PERSON 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 © 4/11/17 Civil Law Self-Help Center EXHIBIT A (Petitioner’s Identification) 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 © 4/11/17 Civil Law Self-Help Center EXHIBIT B (Death Certificate) 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 © 4/11/17 Civil Law Self-Help Center EXHIBIT C (Consents and/or Affidavits in Support of Petition) County, Nevada Case No. I. Party Information (provide both home and mailing addresses if different) Plaintiff(s) (name/address/phone):Defendant(s) (name/address/phone): Attorney (name/address/phone):Attorney (name/address/phone): II. Nature of Controversy (please select the one most applicable filing type below) Landlord/TenantNegligenceOther Torts Unlawful DetainerAuto Product Liability Other Landlord/TenantPremises Liability Intentional Misconduct Title to Property Other Negligence Employment Tort Judicial ForeclosureMalpractice Insurance Tort Other Title to PropertyMedical/DentalOther Tort Other Real PropertyLegal Condemnation/Eminent DomainAccounting Other Real PropertyOther Malpractice Probate (select case type and estate value) Construction DefectJudicial Review Summary AdministrationChapter 40Foreclosure Mediation Case General AdministrationOther Construction DefectPetition to Seal Records Special AdministrationContract CaseMental Competency Set AsideUniform Commercial CodeNevada State Agency Appeal Trust/ConservatorshipBuilding and ConstructionDepartment of Motor Vehicle Other ProbateInsurance CarrierWorker's Compensation Estate ValueCommercial InstrumentOther Nevada State Agency Over $200,000Collection of AccountsAppeal Other Between $100,000 and $200,000Employment ContractAppeal from Lower Court Under $100,000 or UnknownOther ContractOther Judicial Review/Appeal Under $2,500 Civil WritOther Civil Filing Writ of Habeas CorpusWrit of ProhibitionCompromise of Minor's Claim Writ of MandamusOther Civil WritForeign Judgment Writ of Quo WarrantOther Civil Matters Signature of initiating party or representative Civil WritOther Civil Filing Date Business Court filings should be filed using the Business Court civil coversheet. DISTRICT COURT CIVIL COVER SHEET (Assigned by Clerk's Office) See other side for family-related case filings. Probate TortsReal Property Construction Defect & Contract Judicial Review/Appeal Civil Case Filing Types Nevada AOC - Research Statistics Unit Pursuant to NRS 3.275 Form PA 201 Rev 3.1