California probate forms 2025

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Yes, you can probate a will in California without a lawyer. This approach, often called pro se probate, is permitted by California law. If the estate is straightforwardsuch as having a single beneficiary or only a few, easily identifiable assetshandling probate yourself might be a feasible option.
Step 1 Petition for Probate (Form DE-111, Judicial Council), and all attachments, Original Will (if there is one) Notice of Petition to Administer Estate (Form DE-121, Judicial Council) Duties and Liabilities of Personal Representative (Form DE-147, Judicial Council) Order for Probate (Form DE-140, Judicial Council)
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.
COMPLETING THE PETITION FOR PROBATE, DE-111 Write your name and address in the top left box. In the box that reads Estate of, write the name of the decedent. Leave the box that reads case number, hearing date, Dept, blank. You will get this information when you file your paperwork with the Probate filing window.
Probate Checklist - What to Gather What to Bring Death Certificates. Last Will and Testament. Revocable Living Trust Documents. Beneficiary Designations. Contact Information for Heirs and Beneficiaries. Pre Nuptial or Post Nuptial Agreements. Federal and State Income and Gift Tax Returns for the last three years.
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Real or personal property that the person who died owned with someone else (joint tenancy) Property (community, quasi-community, or separate) that passed directly to the surviving spouse or domestic partner. Life insurance, death benefits or other assets not subject to probate that pass directly to the beneficiaries.
Notice of Petition to Administer Estate (DE-121) Also explains what a person receiving the notice should do if they do not agree with the petition. Get form DE-121.

sample probate petition