How to Probate an Estate in California

Front Cover
Nolo, 2009 - Business & Economics - 446 pages
2 Reviews
Covers the entire California probate process, from deciphering a will to tackling taxes.
If you need to wrap up the affairs of a deceased family member or friend in California, you can save attorney fees by handling the probate process yourself.
How to Probate an Estate in California is the only book that provides all the forms, tips and step-by-step instructions you'll need to settle a loved one's estate. You may even be able to handle the whole process by mail, without setting foot in the courthouse.
Learn how to:
read a will
determine who inherits property if there is no will
handle probate paperwork
collect life insurance and other benefits
transfer community property to a surviving spouse or domestic partner
pay bills and taxes
distribute property left through trusts
Even if you hire a lawyer to do the probate paperwork, this book will help you understand the process so that you can make informed decisions and communicate intelligently with the attorney about the estate. Why spend over $13,000 on a lawyer to probate a $500,000 estate, when you can do almost all of it on your own?
The 20th edition is completely updated with current probate and tax information.
Judicial Council Forms
DE-111 Petition for Probate
DE-120 Notice of Hearing
DE-121 Notice of Petition to Administer Estate
DE-121 (MA) Attachment to Notice of Petition to Administer Estate
DE-131 Proof of Subscribing Witness
DE-135 Proof of Holographic Instrument
DE-140 Order for Probate
DE-147 Duties and Liabilities of Personal Representative
DE-147S Confidential Supplement to Duties and Liabilities of Personal Representative
DE-150 Letters
DE-157 Notice of Administration to Creditors
DE-160 Inventory and Appraisal
DE-161 Inventory and Appraisal Attachment
DE-165 Notice of Proposed Action
DE-174 Allowance or Rejection of Creditor's Claim
DE-221 Spousal or Domestic Partner Property Petition
DE-226 Spousal or Domestic Partner Property Order
DE-270 Ex Parte Petition for Authority to Sell Securities and Order
DE-295 Ex Parte Petition for Final Discharge and Order
DE-305 Affidavit re Real Property of Small Value ($20,000 or Less)
DE-310 Petition to Determine Succession to Real Property (Estates of $100,000 or Less)
DE-315 Order Determining Succession to Real Property
Non-Judicial Council Forms
Declaration Regarding Property Passing to Decedent's Surviving Spouse or Registered Domestic Partner Under Probate Code 13500
Who Inherits Under the Will?
Schedule of Assets
Notification by Trustee
Affidavit -- Death of Joint Tenant
Affidavit -- Death of Trustee
Affidavit -- Death of Spouse
Affidavit -- Death of Domestic Partner
Affidavit -- Death of Spouse or Domestic Partner -- Survivorship Community Property
Affidavit for Collection of Personal Property Under California
Probate Code 13100-13106
Deed to Real Property
Probate Case Cover Sheet -- Certificate of Grounds for Assignment to District (L.A. County)
Application and Order Appointing Probate Referee (L.A. County)
Change in Ownership Statement (Death of Real Property Owner) (L.A. County)
Affidavit or Declaration for Final Discharge and Order (L.A. County)
Preliminary Change of Ownership Report

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How to Probate an Estate in California

User Review  - forestsmom -

My mother just turned 80. She has a will and a trust. I now know what to do when she passes. How to deal with social security banks IRS responsibilities etc. Very readable and understandable. I am sure I will refer to it often when the time comes. Read full review


User Review  - Sarah M. -

The book is in excellent shape havent read it though so Ill have to get back to ya. I have a lot of Nolo books and have never been disappointed. Read full review

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About the author (2009)

Julia Nissley was Probate Administrator with the Los Angeles law firm of Silverberg, Rosen, Leon and Behr for many years. Julia now operates her own form preparation service under the name Probate Direct, assisting consumers with all kinds of probate paperwork through the mail or in person.

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