Navigating Probate in California: A Step-by-Step Guide for Executors and Beneficiaries
The probate process can feel overwhelming, especially while grieving a loved one. At Redwood Trust and Probate, we guide executors and beneficiaries through every step with compassion and clarity.
What Is Probate?
Probate is the court-supervised process of settling a deceased person’s estate. This includes validating the will, paying debts, and distributing assets to beneficiaries.
When Is Probate Required in California?
Probate is usually required if:
-
The decedent died without a trust
-
Assets exceed $184,500 in value
-
Property was solely in the decedent’s name
Step-by-Step Probate Guide
-
File a Petition with the Probate Court
The process begins by filing a petition in the county where the decedent lived. -
Notify Heirs and Creditors
The executor must formally notify all beneficiaries and creditors. -
Inventory and Appraise Assets
All property must be accounted for and appraised by a court-appointed referee. -
Pay Debts and Taxes
The estate is responsible for settling outstanding obligations before distribution. -
Distribute Remaining Assets
Once debts are cleared and the court gives approval, assets can be distributed. -
Close the Estate
A final accounting is filed, and the court closes the estate.
How Redwood Trust and Probate Helps
Whether you need a court-appointed administrator or guidance as an executor, our professional fiduciaries offer peace of mind. We handle probate with efficiency, discretion, and care.