Convert To Excel Legal California Small Estates Forms For Free

Maximum Value of Small Estate: $166,250?$184,500 Compared to full-blown probate, these simplified probate procedures save time and money. To use the affidavit for small estates under Probate Code §13100, the value of an estate must be no larger than $184,500.

This form may be used to collect the unclaimed property of a decedent without procuring letters of administration or awaiting probate of the decedent's will if you are entitled to the decedent's property under Section 13101 of the California Probate Code.

If you have the legal right to inherit personal property, like money in a bank account or stocks, and the estate is worth $184,500 or less, you may not have to go to court to have the property transferred to you. You may be able to use a Small Estate Affidavit to have the property transferred to you.

File your affidavit with the probate court where the deceased resided. The filing fee in California is $435. The court clerk will provide you with further instructions regarding the process.

When filing the small estate affidavit: Once you've completed all of the requirements needed to file an affidavit for collection of personal property, it's important that you must file the affidavit in the probate court the deceased resided. You can use the court locator to find the correct probate court.

Obtain a California small estate affidavit form. This is usually done through a lawyer or the county office of your relative's residence. Attach proof of your identity, proof of the decedent's ownership of any given property, a copy of their death certificate, and the completed Inventory and Appraisal form.