probate
Support for navigating the California probate process step by step
The California probate process can feel overwhelming, especially when you are already dealing with the loss of a loved one. Executors and administrators are often tasked with managing legal, financial, and administrative responsibilities without a clear understanding of the process or what lies ahead.
We provide steady guidance throughout each stage of probate, helping clients understand their responsibilities, navigate court procedures, and avoid common pitfalls. With experienced support and clear communication, we help bring structure, clarity, and peace of mind to an otherwise challenging process.
What to expect during probate in California
Probate becomes more manageable when you understand the steps involved and what is required at each stage. Here are the main steps in a simple probate.
List of Services
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Initial Consultation & Case EvaluationItem Link
We will review the decedent's assets, debts, estate planning documents (if any), and family circumstances to determine whether probate is required and identify any issues that may affect administration.
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Prepare & File Petition for ProbateItem Link List Item 1
A petition is filed with the probate court requesting appointment of an executor named in the will or an administrator if there is no will (the executor and administrator are also referred to as the personal representative). The Court will set a hearing date, usually 2-3 months from the date the petition is filed.
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Serve & Publish NoticeItem Link
Notice of hearing is mailed to heirs, beneficiaries, and other interested parties and must also be published in an approved newspaper to alert potential creditors and interested parties.
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Appointment of Personal RepresentativeItem Link
After the hearing, the court will issue an order appointing the personal representative. If a bond is required, the personal representative will post the bond and the court will then issue Letters Testamentary or Letters of Administration authorizing the personal representative to act on behalf of the estate.
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Gather & Protect AssetsItem Link
The personal representative identifies, secures, and takes control of the estate's assets.
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Inventory and AppraisalItem Link List Item 3
Estate assets are inventoried and, when required, appraised by a probate referee to determine their date-of-death value. This is then filed with the court.
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Handle Debts, Expenses & Creditor ClaimsItem Link List Item 4
Valid debts, taxes and administrative expenses are identified and paid from the estate.
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Prepare an Accounting and Petition for Final DistributionItem Link
A detailed accounting is prepared showing estate assets, income, expenses, and the proposed distributions to beneficiaries or heirs. This is then filed with the court for approval. The hearing date is typically 3-4 months after the date of filing.
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Obtain Court Approval and Distribute AssetsItem Link
The court reviews the administration and account and authorizes distribution to the beneficiaries. Once all assets are distributed, the estate is formally closed and the personal representative is discharged from any further responsibility.