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Covers the entire California probate process, from deciphering a will to tackling taxes.
If you need to wrap up the affairs of a deceased family member or friend in California, you can save attorney fees by handling the probate process yourself.
How to Probate an Estate in California is the only book that provides all the forms, tips and step-by-step instructions you'll need to settle a loved one's estate. You may even be able to handle the whole process by mail, without setting foot in the courthouse.
Learn how to:
Even if you hire a lawyer to do the probate paperwork, this book will help you understand the process so that you can make informed decisions and communicate intelligently with the attorney about the estate. Why spend over $13,000 on a lawyer to probate a $500,000 estate, when you can do almost all of it on your own?
The 20th edition is completely updated with current probate and tax information.
LIST OF FORMS
Judicial Council Forms
DE-111 Petition for Probate
DE-120 Notice of Hearing
DE-121 Notice of Petition to Administer Estate
DE-121 (MA) Attachment to Notice of Petition to Administer Estate
DE-131 Proof of Subscribing Witness
DE-135 Proof of Holographic Instrument
DE-140 Order for Probate
DE-147 Duties and Liabilities of Personal Representative
DE-147S Confidential Supplement to Duties and Liabilities of Personal Representative
DE-150 Letters
DE-157 Notice of Administration to Creditors
DE-160 Inventory and Appraisal
DE-161 Inventory and Appraisal Attachment
DE-165 Notice of Proposed Action
DE-174 Allowance or Rejection of Creditor's Claim
DE-221 Spousal or Domestic Partner Property Petition
DE-226 Spousal or Domestic Partner Property Order
DE-270 Ex Parte Petition for Authority to Sell Securities and Order
DE-295 Ex Parte Petition for Final Discharge and Order
DE-305 Affidavit re Real Property of Small Value ($20,000 or Less)
DE-310 Petition to Determine Succession to Real Property (Estates of $100,000 or Less)
DE-315 Order Determining Succession to Real Property
Non-Judicial Council Forms
Declaration Regarding Property Passing to Decedent's Surviving Spouse or Registered Domestic Partner Under Probate Code 13500
Who Inherits Under the Will?
Schedule of Assets
Notification by Trustee
Affidavit -- Death of Joint Tenant
Affidavit -- Death of Trustee
Affidavit -- Death of Spouse
Affidavit -- Death of Domestic Partner
Affidavit -- Death of Spouse or Domestic Partner -- Survivorship Community Property
Affidavit for Collection of Personal Property Under California
Probate Code 13100-13106
Deed to Real Property
Probate Case Cover Sheet -- Certificate of Grounds for Assignment to District (L.A. County)
Application and Order Appointing Probate Referee (L.A. County)
Change in Ownership Statement (Death of Real Property Owner) (L.A. County)
Affidavit or Declaration for Final Discharge and Order (L.A. County)
Preliminary Change of Ownership Report
- Sales Rank: #643728 in Books
- Brand: Brand: NOLO
- Published on: 2009-04-07
- Original language: English
- Number of items: 1
- Dimensions: 11.00" h x 1.25" w x 8.50" l, 2.33 pounds
- Binding: Paperback
- 450 pages
- Used Book in Good Condition
Review
Marvelous book! Wonderful book. Everything worked exactly as explained. Sample letters were extremely helpful. (R. I., Lodi, CA 2009-01-01)
Between your books and a very helpful probate referee, I was able to save over $3,000. (C. H., Atwater, CA)
This book was easy to follow and saved me thousands of dollars. (F. B., Long Beach, CA)
I probated my mother's $200,000 estate from 1,000 miles away and it cost about $200 with fees, postage and a few phone calls. (M. B., Sequim, WA)
You have helped me through the most difficult situation in my life. With the help of your book, I can handle the probate myself. (P. S., Palos Verdes Estates, CA 2009-01-01)
About the Author
Julia Nissley was Probate Administrator with the Los Angeles law firm of Silverberg, Rosen, Leon and Behr for many years. She is an honors graduate of the Attorney Assistant Training Program in Probate Administration at the University of California--Los Angeles School of Law, and a member of the California Association of Legal Document Assistants. Julia is a native Californian and enjoys playing tennis and riding trains with her husband, Ron. The author of How to Probate an Estate in California, Julia now operates her own form preparation service under the name Probate Direct, assisting consumers with all kinds of probate paperwork through the mail or in person.
Most helpful customer reviews
6 of 6 people found the following review helpful.
Indispensable resource for do-it-yourself probate
By DM
I volunteered to do the probate process for my mother's estate. This book was absolutely essential. It gives clear, step-by-step instructions on each part of the probate process. However, do-it-yourself probate is not for the faint of heart. This is a major undertaking even with such an outstanding resource book. Be prepared to spend MANY, MANY hours. But, you will save buckets of money. I had the advantage of agreeable siblings and no conflicts over who got what or how much. Thank you, thank you, thank you Nolo Press.
3 of 3 people found the following review helpful.
Saved me a bundle
By gcoffee
I had to transact a simple probate procedure. My trust lawyer said he could do it for me and charge $2K, but that the California Probate book would step me through the necessary steps and I could do it on my own. He was right. The book is very carefully indexed and it's easy to zero in on your particular circumstance and how to resolve it. Even if your situation is complex enough to require a lawyer, this book will help you understand your situation better and possibly avoid unnecessary fees and/or being taken to the cleaners.
0 of 0 people found the following review helpful.
PROBATE IS SLIGHTLY BETTER THAN MULTIPLE ROOT CANALS. THIS WILL GET YOUR THROUGH IT.
By Redacted Transcript
THIS WILL EXPLAIN WHAT IS INVOLVED. YOU CAN CONFINDENTLY FULLFILL YOUR OBLIGATION AS AN EXECUTOR USING THIS BOOK.
ALSO, YOU CAN USE IT TO DECIDE IF YOU WANT TO TRY TO HANDLE PROBATE YOURSELF. NEED TO SEE IF AN EXECUTOR IS DOING THIER JOB ? THIS IS THE TICKET. I DIDNT SAY THIS WAS INTERESTING, OR EASY. BUT IF YOU CAN READ AND FOLLOW DIRECTIONS... THIS MAKES IT POSSIBLE. PROBATE IS A YEAR LONG PROCESS, WITH LOTS OF STEPS THAT HAVE TO BE DONE CORRECTLY, AND PLENTY OF WAITING ON THE COURTS.
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