Disclaimer of Interest (Refuse an Inheritance) - California

California · Fillable PDF · Free

Refuse all or part of an inheritance or beneficiary interest. You are considering an irrevocable refusal of an inheritance, gift or beneficiary interest under California Probate Code sections 275–295. Obtain legal advice first: timing, prior acceptance, taxes, creditors and public benefits can affect whether a disclaimer works.

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Who this form is for

  • Beneficiaries discussing refusal of all or part of an interest with an attorney.
  • People reviewing interests under a will, trust, intestacy or beneficiary designation.
  • Disclaimants arranging notarization after receiving advice about deadlines and consequences.

What you'll need

  • Legal advice about your specific interest, deadlines, acceptance of benefits and potential tax or benefits consequences.
  • The creator's name, date of death if applicable, and the will, trust or beneficiary designation.
  • An exact description of the interest, any real property's legal description and parcel number, delivery instructions and acceptable identification.

How to complete it

  1. Contact an attorney promptly before accepting any property or benefits. Confirm applicable deadlines and whether you may disclaim.
  2. With legal guidance, identify the creator, source and precise interest, and specify whether you are refusing all or a stated part.
  3. Save and check the PDF in your own PDF app, then print and arrange notarization. Understand that a disclaimer is irrevocable and does not let you choose the next beneficiary.
  4. Follow your attorney's directions for timely delivery or court filing and any county recording for real property. Keep proof of receipt and a copy.

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These forms are a free convenience, not legal advice. First Choice Mobile Notary & Apostille is not a law firm. Consult an attorney licensed in the relevant state for legal questions.

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