• file probate in sacramento county

How to File Probate in Sacramento County

Do you need to file probate in Sacramento County? Fortunately, you can file probate in Sacramento County without a lawyer. At A People’s Choice, we have helped thousands of individuals complete all the legal documents they need to successfully complete the probate process! Read on to learn more.

Probate involves the court-supervised process of administering a person’s estate to his/her beneficiaries and heirs. Probate also includes, if necessary, selling the decedent’s assets to pay outstanding taxes and debts. Keep in mind, it takes less that one year to complete most probate matters, provided that the representative is diligent in keeping the case moving along in a timely manner.

What our Clients Say...
“I can’t say enough about the level of service and professionalism I received working with A People’s Choice. Emails were always responded to quickly and thoughtfully. They really care about the process and helping you get the best result with no up-selling. Of course they can’t provide legal advice, but I was referred to an attorney when I needed some questions answered who was very reasonable and easy to get a hold of as well. The process played out according to plan and I ended up saving a lot of money by going with A People’s Choice over an attorney.”
M. Rice
“I am writing to give A People’s Choice my utmost recommendation. I live in New England and found them on the web. After speaking with a staff member on the phone I had the confidence to give them my business. A People’s Choice handled my probate case with great professionalism and knowledge. My case turned out to be more complicated than originally believed and the staff walked me through each step. They always responded promptly to my email questions. In the end, their service was exactly what I hoped for; they saved me thousands of dollars and allowed me to do it from across the country. They were truly a pleasure to work with.”
K. Levenson
“A People’s Choice helped us throughout our entire year-long probate making the process very easy and manageable while at the same time saving us thousands of dollars in lawyer’s fees. Not only were they extremely friendly and fast to respond to our questions but they made the process simple enough that we hardly ever had to contact the courthouse directly and we even had a hearing done without an appearance. Would highly recommend A People’s Choice to anyone!”
A. Vuckovich
“A People’s Choice is a very responsible and effective company, staff there is very nice and replied to all my questions by email quickly. With their help, I accomplished the probate in 8 months successfully and saved at least $10,000.00 in attorney fees, so I strongly recommend everybody to contract with A People’s Choice and let them to help you with your legal documents. You will be very satisfied with their work as I did!!!!”
C. Chiu
“A People’s Choice walked me through the entire probate process. They are so professional and helpful. Thank you to the staff for your guidance and patience to talk me through such difficult time. You made the process very smooth for me. I am so glad that I found you.” 
Sandie K.
“The staff at A People’s Choice made a scary Probate pretty much stress free. I would send an email with a question I had thought of over the weekend with the expectation that I would get an answer on Monday. Lo and behold, I often got an answer within minutes! We are very pleased and will be referring our friends/family to A People’s Choice!”
L. Garrett
“Thanks to A People’s Choice I was able to get through a probate matter very smoothly. I had not one issue with the Courts. They guided me through the whole probate until the very end. I live up north but that didn’t matter, A People’s Choice did an excellent job keeping me informed with everything that I needed to do. I saved THOUSANDS of dollars by going with A People’s Choice. You can’t go wrong, no matter what your needs are. I saved a lot of money by not having to pay out a percentage to any attorney. I want to thank the staff at A People’s Choice for the great help they give to everyone in their times of need. Like I was! Thank You.”
R. Leonard
When my father passed away without a will, we needed help handling the transfer of his assets. Since there weren’t significant assets, I didn’t want to spend too much on the legal paperwork. A People’s Choice offered just the right service we needed. In particular, the staff was very responsive to our document filing needs, helping to turn around corrections almost immediately. They helped to ease a tough situation.
Michael C.
“I used A People’s Choice for help with a probate matter. My grandfather died Christmas of 2016. He had a living trust but no one was able to find it. We went to A People’s Choice and we were able to do a probate affidavit to get what was left of my grandfather’s estate. Took two days for the documents to be prepared and the bank accepted them without any questions. Sandy was the one who assisted us and we really appreciate the help that was provided. A+ service.”
David R.
“I needed help understanding and filling out legal documents but I didn’t have enough money to pay for an attorney. I searched the internet for a short period of time looking for help and when I found A People’s Choice, I was relieved to know that I would get the exact service that I needed at an affordable price. The staff was very professional and helpful with my legal documents. They worked around my schedule and responded to my emails on a timely manner. They took care of all the paperwork and filing and kept me posted. I would highly recommend A People’s Choice for your legal documents as you will get outstanding service at an affordable price. “
Sharon B.

We Help to File Probate in Sacramento County!

  • or call 1-800-747-2780

Important Money Saving Tip!

The average house value in Sacramento County is $323,700 and values are expected to increase approximately 6.8% within the next year. Probate attorneys charge statutory fees based on the gross value of the estate, starting at 4%, on a tiered scale. For example, attorneys fees for a $300,000 estate filed in Sacramento County would be $9,000! By using the flat fee services of an experienced probate legal document assistant, the estate can save thousands of dollars.

Click here to see how much you can save!

Contrary to popular belief, most people are quite capable of filing for probate on their own, albeit with the professional help of a registered legal document assistant. Attorneys are paid per a statutory fee schedule when probating an estate. The amount of pay receives is based on the gross value of the estate and not the amount of work an attorney puts into finalizing the probate. For example, an attorney will receive a higher fee to probate an estate valued at $900,000 in comparison to $675,000 even though the case may not require any additional work. At A People’s Choice, we can help guide you through the Sacramento County probate process and complete and file the forms you need with the local probate court.

Sacramento County Probate Overview

To file probate in Sacramento County, the decedent must have lived or owned property in Sacramento county to begin the process. The estate’s Executor or the decedent’s family member can petition to become a representative of the estate. Once the Court issues Letters of Testamentary or Letters of Administration, the process of completing an Inventory and Appraisal starts. The appraisal process requires interacting with the assigned probate referee who will complete the appraisal of all assets.  Keep in mind, if there is a will, the estate’s representative must file or lodge the original Will with the Court within 30 days of the decedent’s death.

Forms Required to File Probate in Sacramento County

Some of the initiating documents required to start the probate process in Sacramento County include:

  • A Petition for Probate and Letters Testamentary (or Letters of Administration)
  • Order for Probate – DE 140
  • Letters – DE 150
  • Notice of Administration to Creditors – DE 157

There are typically numerous additional “attachments” to the Petition and other companion forms. Furthermore, as the process takes 7-12 months, additional forms are required throughout the various stages of the probate process.

Where to File Probate in Sacramento County

You will need to file probate in Sacramento County at the William R. Ridgeway Family Relations Courthouse. This division of the Sacramento Superior Court is located at:

William R. Ridgeway Family Relations Courthouse
3341 Power Inn Road
Sacramento, CA 95826

The business hours are from 8:30 a.m. to 4:00 p.m., Monday through Friday (excluding court holidays). Contact A People’s Choice for more information about our affordable legal services.

The Sacramento Superior Court offers online case access by name or case number. This online system allows you to view the court docket to see what documents are filed in the case and other case activity.

Sacramento County Probate Rules

Chapter 4 of the Sacramento County Local rules govern Sacramento County probate cases.  Since these local rules contain requirements you must meet, You should familiarize yourself with these rules if you file probate in Sacramento County. Failure to do so will inevitably delay the processing and completion of the probate case.

For example, Local Rule  4.04 describes how you must identify people mentioned in the probate paperwork. In particular, all petitions that contain names and addresses of people entitled to notice must also include the status of the person who must receive notice. In other words, after the name, there should be a designation such as “heir,” “beneficiary,” or “filed request for special notice.” As you can see, these random and obscure rules can create all sorts of problems and delays in a probate case if the filed documents do not comply with them!

Adjudicated Newspapers for Sacramento County

Several different newspapers can provide the required legal notice for new probate petitions. Refer to the list on the court’s website. Keep in mind, however, that you cannot randomly select just any newspaper to complete the required publication. There are specific rules that control which paper is appropriate for the publication process. It would be unfortunate to spend hundreds of dollars to publish only to learn that you posted a notice in the wrong newspaper! A People’s Choice always arranges the publication for our clients to avoid any such problems.

Sacramento County Probate Examiner

The Sacramento County Superior Court has probate attorneys review all filed petitions and orders before any scheduled hearing. The probate examiner will determine if the documents comply with the content and legal requirements before the Judge hears the case. After review, the probate attorneys publish probate notes. These notes will list any discrepancies or legal deficiencies they find on the matter. In this regard, probate calendar notes are ordinarily available ten days before the hearing on the court’s public access site.

If the examiner finds a discrepancy, you will see a notation in the probate notes. For example, the examiner may pose a question or make a comment or statement. If you see the words “NEEDED” in your notes, you will need to respond to the probate examiner’s question or statement before the court hears the matter.

Responses to probate examiner notes are usually in the form of a filed Supplement. In this regard, it is essential that the Supplement conforms to Rules of Court 4.01. (See discussion regarding Local Rules above) For example, you will need to caption any written response to probate calendar notes with the words “Response to Calendar Notes.” In addition, the supplement must list each calendar note, and each note must be written in paragraph form directly below the corresponding calendar note. If a calendar note requests proof of a filed document, you must provide a file-stamped attached as an exhibit to the Supplement. Keep in mind, per the local rules, you should submit the Supplement at least five days before the hearing date for the court to consider the additional information.

Sacramento County Probate Referee

Three probate referees are assigned to probate cases filed in Sacramento County. For example, Nancy Ferguson handles all probate cases ending in 1, 2 & 3. James R. Tucker handles all probate cases with case numbers ending in 4, 5 & 6. Lastly, Richard E. Stover is assigned cases with numbers ending in 7, 8 & 9. If the assigned probate case number ends in 0 (Zero) you would use the next number to the left that is not a 0.

The probate referee will appraise all non-monetary assets of the estate. In this regard, the personal representative of the estate may need to sell assets may to pay taxes and debts. Once the personal representative pays all taxes and debts, they can petition the court to distribute all remaining assets to the beneficiaries and heirs. If the decedent died without a will, California intestate succession laws determine who is entitled to receive the decedent’s property.

How to Complete Probate in Sacramento County

Contact A People’s Choice for more information on how to file probate in Sacramento County. Using our non-attorney probate services will undoubtedly save the estate thousands of dollars, putting more money into the pockets of the beneficiaries and heirs. Call us today at 800-747-2780.

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By | 2018-03-25T00:15:30+00:00 March 24th, 2018|Probate|0 Comments

About the Author:

Sandra M. McCarthy, founder of A People’s Choice Inc., has worked exclusively in the legal field since 1976. She served as the 2004-2005 President of CALDA (California Association of Legal Document Assistants). She obtained a Paralegal Certificate from the University of California, Santa Barbara. During her career in the legal field, she has worked as a freelance paralegal, law office manager and paralegal studies teacher, and has co-authored numerous legal publications and written hundreds of self-help legal articles. As a registered Legal Document Assistant, Sandy is dedicated to providing affordable, low-cost, self-help document preparation services for California consumers in all 58 counties.

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