De315 2026

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  1. Click ‘Get Form’ to open the DE-315 in the editor.
  2. Begin by entering your name, address, and State Bar number in the designated fields for the attorney or party without an attorney.
  3. Fill in the contact information including telephone number, fax number, and email address.
  4. Specify the name of the attorney for whom you are filing this form.
  5. Complete the court information section by providing the Superior Court's street address, mailing address, city, and zip code.
  6. In the 'Matter of' section, enter the decedent's name and case number as required.
  7. Indicate whether the decedent was a resident or nonresident of California and provide details about their estate status (intestate or testate).
  8. Confirm that at least 40 days have passed since the decedent’s death and that no administration proceedings are ongoing.
  9. List each petitioner's name and their specific property interest in Attachment 9b as instructed.
  10. Review all entries for accuracy before saving or printing your completed form.

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This form lists the maximum dollar values of a decedents estate or specific property in that estate, as of the date of the decedents death, for purposes of determining eligibility for (1) an order setting the estate aside for the decedents surviving spouse and minor children; or (2) disposition of the estate or
Building on the April 1, 2022 increase in small estate thresholds from $166,250 to $184,500, this legislation creates a separate category for a decedents personal residence, allowing simplified procedures for primary residences valued up to $750,000 for deaths occurring on or after April 1, 2025.
This form is used to allow the Executor(s)/Next of Kin to legally transfer shares from a person who has passed away into their name(s) and provides information in regards to how the shares can be sold.
A: In California, estates totaling less than $184,500 can avoid probate. A small estate affidavit is a less complicated process for estates valued at less than $166,250.
300. A trust company may be appointed to act as a personal representative, guardian or conservator of an estate, trust director, or trustee, in the same manner as an individual. A trust company may not be appointed guardian or conservator of the person of a ward or conservatee.

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A Petition to Determine Succession to Primary Residence is a legal procedure that enables heirs to transfer a deceased persons primary residence without engaging in a full probate process. As of April 1, 2025, California law permits this method for homes valued up to $750,000, thanks to Assembly Bill 2016.

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