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California law says the personal representative must complete probate within one year from the date of appointment, unless s/he files a federal estate tax. In this case, the personal representative can have 18 months to complete probate.
Ideally, this will be the Executor, but any relative or beneficiary with standing can begin the probate process by filing California Form DE-111. This petition must be filed with the California Superior Court in the County where the deceased resided at the time of their death.
In most cases, the person requesting appointment as personal representative (executor or administrator) hires an experienced probate lawyer to prepare and file a Petition for Probate. In some cases, the person requesting appointment will handle the probate without hiring a lawyer, as discussed above.
Ideally, this will be the Executor, but any relative or beneficiary with standing can begin the probate process by filing California Form DE-111. This petition must be filed with the California Superior Court in the County where the deceased resided at the time of their death.
Without opening probate, any assets titled in the decedents name, including real estate and vehicles, will remain in the decedents name for an indefinite period of time. This prevents you from selling them to pay off debts, distributing them to the beneficiaries, or keeping registration current.
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Self-Preparation Filing You can download the California Petition for Probate form (download here), complete the form yourself, and deliver to the decedents county probate court. Note, you must deliver to the county court in the decedents county of residence.
Statutory probate fees under 10810 are as follows: 4% of the first $100,000 of the estate. 3% of the next $100,000. 2% of the next $800,000.
What happens if I dont apply for probate? If you dont apply for probate when its needed, the deceaseds assets cant be accessed or transferred to any of the beneficiaries. Probate gives a named person the legal authority to deal with the assets. Without this authority, they cant do anything with the assets.
For decedents who died prior to April 1, 2022 the California Probate Code provides that probate estates of $166,250 or less do not need to be probated. Deaths on or after April 1, 2022 the threshold amount is $184,500. If the estate consists of assets in excess of the prescribed amount a probate is necessary.
Here are the 7 basic steps required in the California probate process. Step 1: Filing the Petition. Step 2: Handling of Notices. Step 3: Proving the Will. Step 4: Asset Collection. Step 5: Payments to Creditors. Step 6: Estate Tax Payments. Step 7: Conclusion of the Estate.

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