What is a Petition for Instructions?

When a personal representative of an estate is undertaking an action pertaining to the estate that he feels may result in personal liability to him if the outcome is not as planned, the personal representative may file a Petition for Instructions from the court seeking approval for his actions. Such a petition covers a broad range of matters and may be filed before the action (to seek permission) or after the action (to seek ratification). If you have questions about a particular probate matter, please contact our office at (714) 459-5481 so we can assist you.

James F. Roberts
Founder and owner of the Law Office of James F. Roberts and Associates, a premiere estate planning law firm