Gather documents you need. You will need: A certified copy of the death certificate.Probate is the legal process of settling your loved one's estate after they pass away. In California, four estate planning mechanisms exist that allow for transfer of property ownership without going through the traditional probate process. Call 925-314-2320 or complete an online form to request a consultation with an attorney at Doyle Quane regarding any aspect of estate planning or probate. Begin the probate process. Can a beneficiary ask to see estate accounts? How can a beneficiary request an accounting of an estate? A transfer on death (TOD) deed, also called a beneficiary deed. Setting up a payable on death account can be as simple as choosing a beneficiary and filling out the appropriate paperwork with your bank.

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