San Joaquin Superior Court Sealing & Redaction Procedures

A party submitting the referenced documents may request that they be sealed, and the Court must seal each such document upon request.

The documents may be submitted with a request and proposed order that they be kept under seal, not to be examined by anyone except the court except upon order of the Court. The Court shall seal any such document for which a request is made by the party submitting the document.

When notice is required for a trust beneficiary of a decedent's estate, the petitioner must separately file a true and correct copy of the trust and relevant amendments, disclaimers, and trustee directions as a confidential document.

the petitioner shall file separately from the petition as a confidential document a true and correct copy of the trust, including any amendments, disclaimers, and any directions or instructions to the trustee that affect the disposition of the trust.

The confidential trust document must use the mandatory SJPR-100 coversheet and may not be released to any party without a prior court order.

The confidential document shall be filed using the court’s mandatory local form Confidential - Trust Documents Coversheet (SJPR-100) as the cover page. The confidential document shall not be released to any party absent a prior order of the Court.

A copy of the decedent’s death certificate with the social security number redacted must accompany specified probate petitions or the lodging of an original will.

A copy of the decedent’s death certificate, with the decedent’s social security number redacted, shall be filed with a Petition for Probate (Probate Code §§ 7000 et seq.), Petition to Determine Succession to Real Property (Probate Code §§ 13150 et seq.), Spousal Property Petition (Probate Code §§13500 et seq.), or the lodging of an original Will pursuant to Probate Code §§ 8200(a)(1).

A party submitting qualifying testamentary documents may request that they be sealed, and the Court must seal each such document upon request.

The petition shall be supported by copies of any known documents which may have testamentary effect or which purport to gift any property of the conservatee before death. Such documents may be submitted with a request and proposed order that they be kept under seal, not to be examined by anyone except the Court except upon order of the Court. The Court shall seal any such document for which a request is made by the party submitting the document.

Documents lodged conditionally under seal must be served and submitted to the clerk in paper form pending the motion-to-seal hearing.

However, documents lodged with the Court Conditionally Under Seal, as provided in CRC 2.551(d), shall be served and submitted to the Clerk of the Court in paper form, pending hearing on the motion to seal.

Documents ordered filed under seal may not be electronically filed and must be submitted directly to the clerk in paper form under CRC 2.551(d) if not previously lodged under seal.

Documents ordered filed under seal cannot be electronically filed and must be submitted directly to the Clerk of the Court in paper form, compliant with CRC 2.551(d), if not previously lodged under seal.

The filer must redact applicable personal identifiers and privileged or confidential information, and the clerk will not review filings for redaction compliance.

The filer is responsible for redacting any personal identifiers, privileged or confidential information when applicable. The clerk will not review the documents for compliance.