Last week our own Product Training & Research Manager, Lili Daniel, had the honor to speak about the benefits of eFiling in Orange County at a meeting for the Trusts and Estates Section of the Orange County Bar Association.
The prestigious panel of speakers included Michelle Norhausen, Probate and Mental Health Unit Manager of the Orange County Superior Court; Maria Romero, Probate eFiling and Appellate Supervisor of the Orange County Superior Court; Kimberly Shields, Probate Courtroom and Clerk’s Office Supervisor of the Orange County Superior Court, and Chris Trindade from DDS Legal.
The event was well attended by the local Trusts and Estates Section members interested in learning more about the eFiling process. Their interests included: state and local rules, court updates, and how to avoid a rejected filing. The attendees then had the opportunity to address the panel with their questions.
Lili covered key Orange County eFiling requirements, including the following:
- Signatures: Pursuant to CRC 2.257:
- All documents filed electronically and including original signatures shall be maintained by the party filing the document.
- eFiled documents are deemed signed. This means you can use an electronic signature or leave the signature line blank. As stated above, the party must always be able to produce the original signed document, but that version does not have to uploaded for filing.
- Documents with exhibits must be properly formatted:
- Exhibits must be attached to the supporting document, not uploaded separately.
- Exhibits must be bookmarked.
- Document File Size Limits:
- You can upload up to 120MB total per transaction (with some exceptions).
- Always make sure to optimize and reduce your PDF files for maximum page upload.
- eService – California Rules of Court, rule 2.251:
- If a party electronically files any document with the court, that party thereby agrees to accept electronic service in that particular case.
Lili also covered some key tips that will help ensure that your eFiling experience is as seamless and efficient as possible:
- The court provides eFiling FAQs that can help answer your questions:
- Orange County offers an eFiling Triage line for your urgent questions:
- (657) 622-5314
- You will need to reference your Court Transaction number.
- eFiling Submission deadlines:
- The eFiling deadline for same-day filing for all Civil, Probate & Mental Health cases is midnight.
- Filing Fees:
- One Legal advances your court filing fees with no funds advance fee.
- The cost of eFiling is a flat rate of $9.95 per transaction.
- The cost of eService is $0.99 per recipient, capped at $9.90.
- Courtesy copies delivery (optional) is $26.95 for all documents.
- If your eFiling is over 75 pages, the court recommends that you deliver a courtesy copy.
- eFiling Status and Conformed copies
- You can check the status of your eFiling and access your conformed copies by logging into your One Legal account and clicking on the appropriate order number.
Many thanks to the Orange County Bar Association for allowing us the opportunity to speak at this informative event! If you would like to learn more about eFiling in Orange County, sign up for our free MCLE accredited Training or contact our Training Team with your questions.