[For estate planning attorneys, executors and trustees]

Every estate and trust notice to every beneficiary, printed, mailed and proven

Settling an estate or administering a trust means mailing the same notice, petition or accounting to every heir, beneficiary and creditor, on a deadline, with proof. Upload it once and list the parties. We print a copy for each, mail it the way the rule asks, and keep the record.

From your desk or from your firm's AI assistant: Claude, ChatGPT, your IDE or an agent harness. We don't give legal advice or sign your proof of service.

  • Staffed facility in Manhattan Beach, CA
  • Photos of every piece
  • Encrypted, deleted after mailing
  • Price shown before you pay
[Example: one notice, every party]
Estate of R. Example · Notice of Petition to Administer Estate
One PDF uploaded · five parties · fictional names
  • Heir
    M. Example
    Certified + return receipt
    Delivered, signed
  • Heir
    J. Example
    Certified + Restricted Delivery
    Delivered to addressee
  • Beneficiary
    Example Church
    First-Class
    Mailed, photos on file
  • Creditor
    Example Bank
    Certified
    Delivered
  • Trustee
    Example Trust Co.
    FedEx 2Day + signature
    Signed for
[How it works]

You hand off the document. We mail every copy.

No copier runs, no envelopes, no green cards to fill in and no line at the post office. Five steps, and you only do the first one.

  1. 1
    You
    You upload the document once

    The notice, petition or accounting as a PDF, and each party's name and address. Or your firm's AI assistant sends it.

  2. 2
    We
    We print a copy for each party

    Every page, in the order you sent, black and white or color, up to 200 pages a copy.

  3. 3
    We
    We envelope and label each one

    First-Class, Certified, Certified with a return receipt, Restricted Delivery, or FedEx with a signature.

  4. 4
    We
    We take them to USPS or FedEx

    Prepared for dispatch the next business day by our staff in Manhattan Beach, CA.

  5. 5
    We
    You keep the record

    Tracking for each party, the mailing date, photos of the pages and the sealed envelope, and the signature when you chose one.

One page: First-Class $2.00, Certified $20.00, with a return receipt $24.00; Restricted Delivery adds $10.00. Each extra page $0.40 plus postage by weight. You see the exact price before you approve.

[Quick answer]

How do I mail an estate notice to every heir and beneficiary, with proof?

Upload the notice once, add each party's name and address, choose the mail class the rule calls for, and approve. Each party gets a printed copy with its own tracking, and your file gets photos of every piece and the carrier's record, which you can pull up later. Your state's statute or court rule decides who must be notified, by when and how; check it, then choose the class here.

[The mailing, taken apart]

Without mailbox.bot vs with mailbox.bot

One notice to nine beneficiaries, step by step: the work in your office, and what's left of it here.

StepWithout mailbox.botWith mailbox.bot
PrintingRun nine copies of a long accounting: printer time, paper, toner, collating, and a jam halfway through.Upload one PDF. We print every copy.
SuppliesKeep 9×12 envelopes, labels, Certified Mail forms (PS 3800) and green cards (PS 3811) in stock.Nothing to stock.
Addressing and postageAddress each envelope, weigh each packet and work out the postage.We print the label and buy the postage. The price shows before you approve.
The post officeSomeone drives over and waits at the counter for each Certified receipt.Our staff take it to USPS or FedEx, prepared for dispatch the next business day.
Proof it went outStamped receipts, kept in the file by hand.Photos of the pages and the sealed envelope, the mailing date and the tracking number, kept for each party.
Proof it arrivedWait weeks for green cards and chase the missing ones.The electronic return receipt with the signature, by email, in the dashboard or by webhook.
Who does itA paralegal, an assistant, or an attorney's own time.You or your firm's AI assistant hand it off; an attorney can approve each letter.
Finding it laterSearch the file room or the scanned PDFs.Search by the party's name or address, and open the record in a click.
Your partEvery step above, for every party, on every deadline.Upload once, list the parties, approve.
[Which mail a notice needs]

Common estate and trust notices, and how they go out

A starting point for four states and the institutions, with the rule linked. Rules change and courts read them differently, so check the current text before you rely on it.

NoticeRuleHow it goesWhenWhat comes back
California: Notice of Petition to Administer Estate (DE-121)Probate Code 8110 and 1215Mail to each heir and devisee (first-class is allowed)At least 15 days before the hearingMailing date and photos; Certified adds USPS tracking
California: trustee notification (Probate Code 16061.7)Probate Code 16061.7 and 1215Mail to each beneficiary and heir at the last known addressWithin 60 days; it starts the 120-day contest periodMailing date and photos; Certified or a return receipt if you want delivery proof
Texas: notice to beneficiariesEstates Code 308.002 and 308.004Certified or registered mail, return receipt requested, or another delivery method the Code allowsWithin 60 days of the order admitting the will; affidavit within 90 daysUSPS tracking and the electronic return receipt for the affidavit
Florida: notice of administrationFla. Prob. R. 5.240 and 5.040Formal notice: a mail service with a signed receiptPromptly after letters issueCertified with the return receipt carries the signature
Banks, brokerages and insurersEach institution's own requirementsOften Certified, Priority or FedEx with a signatureYour timelineTracking and the signer's name
[From one to hundreds]

A notice to 3 parties or 300

  • Every party is its own piece, with its own tracking, photos and record, whether there are 3 or 300.
  • Your firm's assistant can send a whole list over MCP or the API, each letter priced first and, if you choose, held for an attorney's approval.
  • From the dashboard, you send them one after another.
  • Notices of three pages or fewer that can go First-Class can also go as one batch of ten or more from a list, with a printed proof to check first.
  • Each account has a daily spending limit as a safeguard. Ask us to raise it before a large mailing.
[Months later]

Pull up any piece's proof when someone asks

When a beneficiary says it never came, or you prepare the proof of service:

  • Find the piece by the party's name or address in the dashboard, or by name, address, ZIP, tracking number or your own notes over the API and MCP.
  • Open its record: the photos taken before the envelope was sealed, the mailing date, every tracking event, and the return receipt or the name of the person who signed.
  • Give each piece your matter or estate reference (metadata over the API, or the notes field) and every record carries it.
  • The document itself is deleted after mailing, so keep your own copy. The record stays.
[With your firm's AI assistant]

Your assistant runs the mailing. An attorney approves.

Connect Claude, ChatGPT, your IDE or an agent harness over MCP at https://mailbox.bot/api/mcp, or use the REST API. Sandbox keys rehearse the whole flow for free.

  1. You hand it the notice and the parties: from the petition, the will or your own list.
  2. It prices each letter with a dry run (send_outbound_mail with dry_run: true) and shows you the total before anything is created.
  3. It sends each letter with requires_approval: true, so nothing is printed until an attorney approves it in the dashboard.
  4. It follows each piece through the mail.mailed and mail.delivered events and writes the tracking and the return receipt into the matter.
  5. Months later it finds any piece with list_outbound_mail and returns the record.
[For your file]

The record behind every piece

Kept for each party, so your office can complete its proof of service or affidavit from it.

  • A photo of the printed pages and of the sealed envelope with the address, before it leaves
  • The mailing date and the USPS or FedEx tracking number for each party
  • The electronic return receipt with the signature, the delivery date and the delivery address, for Certified with a return receipt
  • With Restricted Delivery, USPS delivers only to the addressee or an agent they authorized in writing
  • With a FedEx signature option, the name of the person who signed
  • Every event by email, in the dashboard, or by webhook to your firm's systems
[Priced up front]

A copy for every party

Published prices for a new account; the dry run of your actual document is exact.

A 24-page accounting to 9 beneficiaries, Certified with a return receipt

$44.37 a copy, $399.33 in all. With Restricted Delivery, $54.37 a copy.

A 2-page notice to 14 heirs by First-Class

$2.40 a copy, $33.60 in all, with photos of every piece.

Your documents are encrypted while they wait and deleted after mailing; only blurred previews and photos are kept. See the trust page.

[What we don't do]
  • Give legal advice or tell you who must be notified
  • Find heirs or look up addresses
  • Publish notices in a newspaper or file anything with the court
  • Sign your proof of service or affidavit of mailing
[Questions]

Estate attorney mail, answered

Can you mail the same notice to every heir and beneficiary?

Yes. Each party gets their own printed copy in their own envelope, with their own tracking and record. Your firm's AI assistant can send the whole list over MCP or the API; from the dashboard you send them one after another.

Which mail class should I choose?

The statute or court rule decides. Where first-class mail is enough, First-Class costs least and we still photograph every piece. Where the rule asks for certified or registered mail with a return receipt, or a signed receipt, choose Certified with the return receipt. Add Restricted Delivery when only the addressee should be able to sign.

What is Restricted Delivery?

A USPS service on Certified Mail: the carrier delivers only to the person named, or to an agent they authorized in writing, and records who signed. It adds $10.00 to a Certified letter.

Does this replace our proof of service?

No. Your proof of service or affidavit is still completed and signed as your rule requires. What we give you is the record behind it: what was mailed, to whom, when and how, with the carrier's tracking and signature.

Can we find a piece months later?

Yes. Search by the party's name or address in the dashboard, or ask your assistant, and open the photos, mailing date, tracking events and return receipt. The document itself is deleted after mailing, so keep your own copy.

Can you print a long accounting?

Yes, up to 200 pages a copy, black and white or color, double-sided on request when the piece allows. Each extra page is $0.40, plus any postage increase from the weight. The price for the actual document shows before you approve.

Can executors and trustees use it without a lawyer?

Yes. Anyone can sign up and mail. We don't tell you who must be notified or which rule applies, so check the rule or ask your attorney first.

How is our clients' information protected?

Documents are encrypted with Google Cloud KMS keys while they wait and are decrypted only to print and check each piece. The file is deleted after mailing; only blurred previews and photos are kept. Details are on our trust page.

[Sources]

Last checked against these sources on 28 October 2026.

Disclaimer. This page is general information, not legal advice, and it doesn't replace the statute, the court's rules or your own judgment. Rules change and differ by state and county, so check them before you mail. mailbox.bot isn't affiliated with or endorsed by any court or the USPS. Mail you send through us is covered by our Terms of Service.

Every beneficiary mailed, every piece on record.

Send the document and the parties. Staff at our facility in Manhattan Beach, CA print, mail and photograph every copy.