Informal Probate for Small Estates in California
First, beneficiaries of a decedent’s estate can avoid the full probate process in California if the total value of the estate is $166,250 or less. After at least 40 days since the decedent’s death, anyone entitled to inherit property can settle an estate with this process. However, no other administration proceedings can be pending or been conducted.
For personal property worth no more than $166,250, the beneficiary or heir must simply complete a small estate affidavit for collection of personal property. Then, they must submit the document to the institution holding the decedent’s assets and request a transfer. This simple process allows a beneficiary or heir to obtain title or possession of property without administration.
Procedures for Real Property
Informal probate for real property valued at or under $166,250 in California requires an additional step. Specifically, successors must complete and file a DE-310 Petition to Determine Succession to Real Property. This order determines a successor’s rights to inherit the real property without full probate.
Luckily, A People’s Choice’s probate services offer assistance completing the required documents for informal probate in California. Now, successors looking to avoid full probate AND attorneys’ fees have a simple, inexpensive option for help with legal forms! Plus, we even help you file the documents required for settling an estate without administration.
Informal Probate for Surviving Spouses
In addition to special probate procedures for small estates, California Probate Code 13500 offers informal probate for transferring property to surviving spouses. In fact, there is no limit on the value of the property the court will “set aside” for the spouse of a deceased individual. Instead, the court only requires proof of marriage or legal domestic partnership at the time of death.
A People’s Choice also offers legal document assistance for transferring property to surviving spouses. Plus, we have over 40 years’ experience helping clients settle estates! Give us a call today at 1-800-747-2780 to learn how we can help YOU!