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Yes! You can use AI to fill out Form DE-147S, Confidential Supplement to Duties and Liabilities of Personal Representative (Probate)

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Form DE-147S, Confidential Supplement to Duties and Liabilities of Personal Representative (Probate), page 1
Simple · 23/100Form Complexity Index

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What this form asks for

The AI fills all of it, from your answers or your documents.

Form DE-147S is a confidential document used in California probate proceedings. It serves as a supplement to Form DE-147, allowing the personal representative of an estate to provide their birth date and driver's license number as required by specific local court rules. This information is kept separate from public court files to maintain confidentiality. Today, this form can be filled out quickly and accurately using AI-powered services like Instafill.ai, which can also convert non-fillable PDF versions into interactive fillable forms.
Fillable fields10
Pages1
Sections2
Questions that depend on earlier answers1
Form Complexity IndexSimple, 23/100

The AI checks your answers before you download

13 checks built for this form, so a wrong date or a missing answer is caught before anyone else sees it.

Ensures Estate Name is Provided

Validates that the 'ESTATE OF (Name)' field is not empty. This is critical for associating this confidential supplement with the correct decedent's estate. A missing estate name would make the document impossible to file correctly, leading to processing delays or misfiling.

Ensures Case Number is Provided

Checks that the 'CASE NUMBER' field has been filled out. The case number is the primary identifier for the legal proceedings in the court system. Without it, the form cannot be linked to the specific probate case it supplements, causing rejection or significant delays.

Requires Personal Representative's Name

Verifies that the 'Name' field for the personal representative is not blank. This is the primary individual this confidential form is about. Failure to provide the name makes the entire document's purpose moot and prevents proper identification by the court.

Requires Personal Representative's Date of Birth

Ensures that the 'Date of birth' field for the personal representative is filled. This information is a key identifier used for background checks and identity verification by the court. An empty field would halt the verification process and render the submission incomplete.

Requires Driver's License Number

Validates that the 'Driver's license number' field is not empty. This is another critical piece of identifying information requested by the court for verification. If the court requires this form by local rule, this field is considered mandatory for submission.

Requires Driver's License Issuing State

Checks that the 'State' field associated with the driver's license is provided. A license number without the issuing state is ambiguous and incomplete for verification purposes. This validation ensures the complete license information is captured for accurate record-keeping.

And 7 more checks
  • Validates Date of Birth Format and Plausibility
  • Verifies Personal Representative is of Legal Age
  • Validates Court Case Number Format
  • Validates Driver's License State Abbreviation
  • Validates California Driver's License Format
  • Ensures Driver's License Number and State are Paired
  • Validates Personal Representative Name Structure

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How to Fill Out DE-147S Online for Free in 2026

What the AI walks you through.

  1. Navigate to Instafill.ai and upload or select the Form DE-147S.
  2. The AI will process the form and identify all the required fields, such as the estate name, case number, and personal representative's details.
  3. Provide the case information, including the name of the decedent's estate and the corresponding case number.
  4. Enter the personal representative's full name, date of birth, driver's license number, and the state that issued the license.
  5. Review all the information auto-filled by the AI to ensure complete accuracy before finalizing the document.
  6. Securely download or print the completed confidential supplement to be submitted to the court clerk as instructed, ensuring it remains separate from public records.

Common Mistakes in Completing DE-147S

The ones the AI is built to catch.

Publicly Filing a Confidential Document
This is the most critical error. Despite numerous warnings on the form, filers sometimes hand this document to the court clerk along with public records or upload it to a public e-filing portal. This mistake leads to a severe breach of privacy, exposing the personal representative's birth date and driver's license number. Always follow the form's explicit instructions to submit this document separately and ensure the clerk understands it is confidential.
Attaching the Supplement to Form DE-147
The form explicitly states, 'Do not attach this supplement to Form DE-147.' People often bundle related documents together, but doing so here would cause this confidential information to be filed publicly with the main DE-147 form. This action directly compromises the confidentiality the form is designed to protect, leading to potential identity theft. Always submit this form as a separate, standalone document as instructed.
Incorrect Case Name or Number
Filers may accidentally write the wrong case number or misspell the decedent's name in the 'ESTATE OF' field. This happens due to typos or managing multiple cases. An error here can cause the confidential supplement to be lost, misfiled, or not linked to the correct probate case, leading to processing delays and requests for resubmission from the court.
Confusing Personal Representative and Decedent Information
A common point of confusion is entering the deceased person's (decedent's) information in the section for the personal representative. The fields for name, date of birth, and driver's license number are for the living person appointed to manage the estate. This error renders the form useless for its intended purpose of verifying the representative's identity and will require correction and refiling.
Incomplete Driver's License Information
People frequently enter their driver's license number but forget to fill in the adjacent field for the issuing state. A driver's license number is not unique without its corresponding state, making verification impossible for the court. Always double-check that both the full, correct license number and the issuing state are provided.
Using an Informal or Abbreviated Name
The personal representative may write a nickname or shortened version of their name (e.g., 'Mike' instead of 'Michael'). Legal documents require the full legal name as it appears on government-issued identification. Using an informal name can create discrepancies and delays in the identity verification process, forcing the court to reject the form.
Incorrect Date of Birth Format
Filers often enter dates in various formats (e.g., DD/MM/YYYY, or writing out the month), which can conflict with the court's data entry system. This can lead to recording errors or rejection of the form. To prevent this, use the standard MM/DD/YYYY format unless otherwise specified by the court. AI-powered tools like Instafill.ai can help by automatically formatting dates correctly to meet court requirements.
Submitting an Illegible Handwritten Form
When this PDF form is printed and filled out by hand, poor penmanship can make names and numbers unreadable. An illegible form will be rejected by the court clerk, as they cannot accurately enter the data. To avoid this, use a tool like Instafill.ai, which can convert non-fillable PDFs into electronically fillable versions, ensuring every entry is clear, legible, and professional.
Filing the Form When Not Required
The form's instructions state it should only be used 'if the court by local rule requires' it. Some filers submit it proactively in all cases, unnecessarily providing confidential information and creating extra paperwork for the court. This can be avoided by checking the specific local rules for the county probate court before preparing and submitting this supplement.

Frequently Asked Questions About DE-147S

 

Is it really free for 7 days?
Yes. You pay $0 today. Cancel before Nov 1 and you are never charged. Keep it, and it is $19.99 a month for 5 fills of your DE-147S.
Can I fill other forms too?
This plan is for your DE-147S: your own AI agent fills it as often as 5 times a month. To fill other forms and upload your own, choose a Professional plan from your account.
How do I cancel?
From your account, in two clicks, any time. No email, no call.
How does the AI fill out DE-147S?
You answer a few questions in plain words, or upload a document you already have. The AI reads what you give it and puts each answer into the right field of DE-147S, on every page, in seconds. It checks the answers against the form's own rules, and you review and change anything before you download, print or sign.
What happens to my information?
It is encrypted in transit and at rest, and it is never used to train AI.
How complex is DE-147S to fill out?
DE-147S has a Form Complexity Index of 23 out of 100, in the simple tier: 10 fillable fields across 1 page. Instafill.ai's AI fills it in under a minute, with every field there for you to review before you download.
What is the purpose of Form DE-147S?
This form is a confidential supplement used to provide the personal representative's date of birth and driver's license number to the court. It is only used if required by local court rules for identity verification purposes.
Who needs to fill out this form?
The person appointed as the personal representative for a decedent's estate must fill out this form. However, it is only required if the specific county court handling the probate case has a local rule mandating it.
Will my personal information on this form become public?
No, this form is explicitly confidential. The instructions direct the court clerk to keep this document separate from the public court file to protect your private information.
Should I attach Form DE-147S to Form DE-147?
No, the form provides a clear instruction: "Do not attach this supplement to Form DE-147." It must be submitted as a separate, confidential document.
How do I know if I need to file this form?
You need to check the local rules for the specific California Superior Court where the probate case is filed. If the local rules require it, you must submit this form; otherwise, it is not necessary.
What information is required on Form DE-147S?
You must provide the estate name, case number, and your full name, date of birth, and driver's license number and state.
What do I do if I don't have a driver's license?
The form specifically asks for a driver's license. If you do not have one, you should contact the court clerk for instructions or consult with an attorney, as you may need to provide an alternative form of identification.
How should I submit this form to the court?
You should file it separately from all other documents and clearly mark it as confidential. Follow your local court's specific procedures for filing confidential documents to ensure it is handled correctly and not placed in the public record.
What name do I put in the 'ESTATE OF' field?
In the "ESTATE OF" field, you should write the full legal name of the deceased person (the decedent) whose estate you are managing.
Can AI tools help me fill out this form?
Yes, services like Instafill.ai use AI to accurately auto-fill form fields, which can save time and help prevent errors. This ensures your name, case number, and other details are consistent with your other probate filings.
How can I fill out Form DE-147S online?
You can use a service like Instafill.ai to fill out this form online. Simply upload the PDF, and the platform will make the fields interactive so you can type your information, save, and print for submission.
The PDF version of the form I found is not fillable. What can I do?
If you have a non-fillable or 'flat' PDF, you can use a tool like Instafill.ai. It can convert the document into an interactive, fillable form that you can easily complete on your computer.
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California state forms: Judicial Council of California Form DE-111, Petition for Probate (Probate—Decedents Estates), DS 1891, Applicant/Vendor Disclosure Statement (State of California Department of Developmental Services), Judicial Council of California Form DE-120, Notice of Hearing—Decedent's Estate or Trust, Judicial Council of California Form DE-120, Notice of Hearing—Decedent's Estate or Trust, Murrieta Police Department Citizen Complaint Form (California Penal Code § 148.6 Advisory Statement), California Department of Social Services, Sworn Statement, State of California Department of Transportation California Civil Rights Laws Certification, State of California Department of Transportation Darfur Contracting Act Certification, Form DOT ADM-0077, State of California Department of Transportation, Contract Requirements, State of California Department of Transportation Subcontractor List, State of California Department of Transportation, Certified DVBE Summary, Bidder Declaration GSPD-05-105, State of California Level of Care Rate Determination Protocol Matrix, State of California Accessible Form, State of California Form SOC 321, Request for Order and Consent - Paramedical Services, State of California Darfur Contracting Act Certification, State of California Department of Veterans Affairs COMMERCIALLY USEFUL FUNCTION (CUF) CERTIFICATION FORM, Form ADR-100, Statement of Agreement or Nonagreement, Civil Appeal Case Information Statement, Form APP-014, Appellant's Proposed Statement on Appeal (Unlimited Civil Case)

California court forms: Judicial Council of California Form SC-105, Request for Court Order and Answer (Small Claims), Judicial Council of California Form SC-120, Defendant’s Claim and ORDER to Go to Small Claims Court (Small Claims), Judicial Council of California Form SER-001, Request for Sheriff to Serve Court Papers, Judicial Council of California Form SER-001, Request for Sheriff to Serve Court Papers, Affidavit for Collection of Personal Property California Probate Code Section 13100, Form POS-040, Proof of Service—Civil, Declaration of Facts of Death (California Superior Court), declaration-of-marriage-for-court-proceeding-california-family-law, ADOPT-200, Adoption Request, ADOPT-200, Stepparent Adoption Request, ADOPT-210, Adoption Agreement, ADOPT-310, Contact After Adoption Agreement, Judicial Council of California Form ADOPT-200, Adoption Request, Form ADR-107, Mediation Attendance Sheet, Form ADR-110, Order Appointing Referee, Form ADR-109, Stipulation or Motion for Order Appointing Referee, Form ADR-102, Request for Trial De Novo After Judicial Arbitration, Form ADR-108, Referee's Report (Code Civ. Proc., §§ 638, 639), Form ADR-106, Petition to Confirm, Correct, or Vacate Contractual Arbitration Award, Form ADR-104, Rejection of Award and Request for Trial After Attorney-Client Fee Arbitration

California probate forms: Judicial Council of California Form DE-111, Petition for Probate (Probate—Decedents Estates), Affidavit for Collection of Personal Property California Probate Code Section 13100, Form DE-142/DE-111(A-3e), Waiver of Bond by Heir or Beneficiary (Probate—Decedents Estates), Form DE-140, Order for Probate, Form DE-150, Letters (Probate), Form DE-154/GC-035, Request for Special Notice (Probate), Form DE-157, Notice of Administration to Creditors, Form DE-120(P), Proof of Personal Service of Notice of Hearing—Decedent's Estate or Trust, Form DE-131, Proof of Subscribing Witness (Probate), Form DE-172, Creditor's Claim (Probate), Form DE-174, Allowance or Rejection of Creditor's Claim, Form DE-221, Spousal or Domestic Partner Property Petition (Probate—Decedents Estates), Form DE-270 / GC-070, Ex Parte Petition for Authority to Sell Securities and Order, Form DE-315, Order Determining Succession to Primary Residence, Form DE-351/GC-101, Order Appointing Guardian Ad Litem—Probate, Form DE-115/GC-015, Notice of Hearing on Petition to Determine Claim to Property, Attachment to Notice of Hearing Proof of Service by Mail (Probate—Decedents' Estates and Guardianships and Conservatorships), Attachment to Notice of Hearing Proof of Personal Service (Probate—Decedents' Estates and Guardianships and Conservatorships), Form DE-125, Summons (Probate), Form DE-147, Duties and Liabilities of Personal Representative

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