Small estates planning california 2026

1. Click ‘Get Form’ to open the small estates planning California document in the editor.
2. Begin by entering the decedent's name and date of death in the designated fields. Ensure that you have a certified copy of the death certificate ready to attach.
3. Confirm that at least 40 days have passed since the decedent's death, as required by California law. This is crucial for proceeding with the affidavit.
4. Indicate whether any probate proceedings are ongoing or if you have written consent from the personal representative for property transfer.
5. Fill in the current gross fair market value of the decedent's estate, ensuring it does not exceed $150,000, and attach an inventory and appraisal if applicable.
6. List all property to be transferred under California Probate Code section 13100 clearly and accurately.
7. Identify yourself as a successor of the decedent and confirm your authority to act on their behalf regarding the described property.
8. Finally, sign and date the affidavit, ensuring all information is true under penalty of perjury before submitting it for notarization.

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