What is probate in California?

Probate in California is a legal proceeding used to distribute a decedent’s assets. The California probate process is also used to pay decedent’s debts. The court overseeing the probate makes sure that the decedent’s assets are distributed according to decedent’s will or California law.  Is probate required in California? Probate is not always required in […]

Who Has Standing to Challenge a Trust? The California Supreme Court Decides

The California Supreme Court, in the January 23, 2020 opinion of Barefoot v. Jennings, held that the California Probate Code grants standing in probate court to individuals who claim that trust amendments eliminating their beneficiary status arose from incompetence, undue influence, or fraud.  This decision reversed the California Court of Appeals decision that a prior beneficiary lacked standing […]

Common Terms Under the California Probate Code

Probate law can be confusing, and many of the terms used by California probate practitioners are unfamiliar to a layperson.  The California probate code defines over 65 terms under sections 20-88 of the California Probate Code.  Some of the most used terms in California probate estates are explained below. What Is A Beneficiary In California Probate? California Probate […]

Final Distribution and Discharge in California Probate

When the administration of a California probate is complete, the last task for an administrator or personal representative is to petition for final distribution and obtain discharge. What Is An Order for Final Distribution in California Probate? When a California probate is ready to be closed, the personal representative files a petition for final distribution […]

Inventory and Appraisal in California Probate

An inventory and appraisal is a required filing in California probate.  The inventory and appraisal is a single document that (1) inventories the property in the decedent’s estate and (2) contains an appraisal of the property in the inventory.  California Probate Code § 8800(a). What Is The Deadline To File The Inventory And Appraisal? 4 months.  The […]

What is Probate in California?

Probate in California is a legal proceeding used to distribute a decedent’s assets. The California probate process is also used to pay decedent’s debts. The court overseeing the probate makes sure that the decedent’s assets are distributed according to decedent’s will or California law.  Is probate required in California? Probate is not always required in […]

What Are the Requirements for a Valid Will in California?

Three Key Components for a Valid Will A will is a document that directs what happens with the property that you own when you die – you can learn more about what a will can do here.  The requirements to make a will that is valid under California law are: The will must be in […]

Deadlines and Timelines in California Probate

What Are The Deadlines and Timelines In California Probate? Key deadlines and timelines in California probate include: Contesting appointment of personal representative: at or before hearing (by filing written objections) Response to will contest: within 30 days after service of summons Petition to Revoke Probate: within 120 days after will is admitted to probate Inventory […]