What happens at the first hearing in probate court? Although only about 20% of all probate filings get approved at the first hearing, if your case is one of the lucky ones and all goes well, the Order for Probate will be approved. At that point, the Court Clerk can issue the Letters. "Letters" is the document of authority that starts the probate timeline [...] By Sandra McCarthy|January 26th, 2021|Probate Column 1, Probate FAQs|2 Comments Read More
What is Court Call? Court Call is a service that allows parties in a court case to appear at their scheduled hearing by the phone. If you are unable to personally attend the hearing as scheduled, some courts allow you to appear by phone through CourtCall. CourtCall is a service that allows parties to appear at a hearing by [...] By Sandra McCarthy|June 15th, 2018|General FAQs, Probate FAQs|Comments Off on What is Court Call? Read More
What should you bring to your probate hearing? This is a question that clients regularly ask just before their scheduled hearing. In probate cases, there is typically a court order that is issued by the court based on the outcome of the hearing. In this regard, if the Order can be lodged with the court before the hearing, we will do so. Unfortunately, [...] By Sandra McCarthy|June 13th, 2018|Probate FAQs, Probate Column 1|Comments Off on What should you bring to your probate hearing? Read More
How big does an estate have to be to require probate? Estates that have a gross value of over $166,250 (if decedent died before April 1, 2022) or $184,500 (if decedent died after April 1, 2022) of personal property (assets consisting of cash, stocks, and tangible personal items) normally require probate. Any estate that includes real property worth more than $55,425 (if decedent died before April [...] By Sandra McCarthy|April 16th, 2016|Probate Column 1, Probate FAQs|Comments Off on How big does an estate have to be to require probate? Read More
Are there alternatives to filing probate? In California, there are several alternatives to the full, formal probate. Some of these are: If the total gross value of a deceased person’s personal property does not exceed $166,250, a non-court affidavit procedure may be used on behalf of the beneficiaries to avoid a “full” probate. If the gross value of a decedent’s real [...] By Sandra McCarthy|April 16th, 2016|Probate Column 1, Probate FAQs|Comments Off on Are there alternatives to filing probate? Read More
How long does California probate take? If there are no unusual problems, a typical California probate proceeding can be concluded in approximately seven to twelve months. Due to crowded court calendars, hearings are often held six to ten weeks after the initial probate petition is filed. After Letters of Administration are issued, there is a mandatory four-month creditor claim period. There [...] By Sandra McCarthy|April 16th, 2016|Probate Column 1, Probate FAQs|Comments Off on How long does California probate take? Read More
What are the duties of an Executor or Personal Representative? The executor or estate's personal representative has a duty to administer the decedent's estate. Administration of the estate includes locating the decedent's assets, managing the assets to prevent losses, paying bills for the estate, filing necessary tax returns, preparing an inventory of the assets, locating heirs and beneficiaries, and other duties. The role of the [...] By Sandra McCarthy|April 16th, 2016|Probate FAQs|2 Comments Read More
What is a probate asset? Assets that are solely in the name of the decedent are generally probate assets. Assets that can transferred through pay-on-death provisions are not considered probate assets. For example, if an asset is owned in joint tenancy (but not if it is owned in tenancy in common) or there is a named beneficiary designated to receive [...] By Sandra McCarthy|April 16th, 2016|Probate Column 2, Probate FAQs|Comments Off on What is a probate asset? Read More
How can someone find out if they are named in a will? California Probate Code Section 8200(a) requires that the original will be filed with the court in the county where the person who dies resided within 30 days after the person's death. Unfortunately, this statutory requirement is rarely complied with. In fact, in most cases, the original will is only lodged with the court if the [...] By Sandra McCarthy|April 16th, 2016|Probate FAQs|Comments Off on How can someone find out if they are named in a will? Read More
How are the decedent’s debts handled in probate? Anyone who winds up a deceased person’s affairs must see that all legitimate debts are paid. Claims are received two ways – formally and informally. At the formal level, the Notice of Petition to Administer Estate published in the newspaper gives legal notice to all creditors to file their claims within four months after issuance [...] By Sandra McCarthy|April 15th, 2016|Probate Column 1, Probate FAQs|Comments Off on How are the decedent’s debts handled in probate? Read More