How to Probate an Estate in California

How to Probate an Estate in California
by Julia Nissley

How to Probate an Estate in California
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Book Summary Information

Author: Julia Nissley
Edition: Paperback
Audio: English (Unknown); English (Original Language); English (Published)
Published: 2009-04-07
ISBN: 1413309372
Number of pages: 450
Publisher: NOLO

Summary of How to Probate an Estate in California

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.

    LIST OF FORMS
    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 (20090101)

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