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California

In California, estate settlement is governed by the California Probate Code and requires probate for most estates. Discover the steps to file for probate, understand executor duties, and explore ways to minimize probate costs.

Probate

What to Do When Someone Dies in California

Follow this step-by-step guide to navigate legal duties, probate, and estate tasks with clarity and confidence.

7 Mandatory Probate Forms You Need in California

7 Mandatory Probate Forms You Need in California

Get all 7 required California probate forms and step-by-step filing instructions. Includes court fees, deadlines, and filing requirements.

When is Probate Required in California

California Probate Thresholds in 2025

In California, estates over $208,850 (on or after April 1, 2025) require probate. Learn what assets count and when you can avoid it

Affidavit of Death of Trustee Explained

Affidavit of Death of Trustee; Explained

Learn how to complete an Affidavit of Death of Trustee to ensure a smooth transition of trust assets and update property records efficiently.

C As Independent Administration of Estate Act Explained

CA's Independent Administration of Estate Act Explained

Explore CA's IAEA: Full vs. limited authority, court-free actions, and notice requirements. Learn how to expedite probate and when the Act doesn't apply.

How To Transfer Securities of the Deceased in California

How To Transfer Securities of the Deceased in California

Created by our in-house experts, this guide aims to provide you with a clear roadmap for transferring stocks, bonds, and mutual funds left behind by the deceased.

Heres What Happens If You Dont File Probate in California

Here's What Happens If You Don't File Probate in California

Failing to file for probate in California can cause frozen assets, prolonged creditor claims, and possibly legal issues for an Executor. read on to learn more.

Spousal Property Petition California What You Need to Know

Spousal Property Petition California: What You Need to Know

Spousal Property Petition California: Navigate the complexities of property transfer with our step-by-step guide.