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Fillable PDF guide
The Executor's Guide to Probate: California
A 15-page guide and estate workbook for settling a California estate under the Probate Code: the small estate options and limits for deaths on or after April 1, 2025, formal probate, creditor deadlines, statutory fees and final distribution, with an inventory, expense log and notification list.
General information, not legal or tax advice. Consider a California probate attorney, especially for real estate or disputes.
What's inside
- The first weeksA first-two-weeks checklist, how assets pass and delivering the will.
- Small estate optionsThe small estate affidavit, the primary residence petition and the spousal property petition.
- Formal probateAppointment, independent administration, creditor claims and the inventory and appraisal.
- Debts, fees and closingPaying debts, statutory fees, final distribution and federal tax duties.
- WorkbookAn estate inventory, estate bank account and expense log, and who to notify.
Details
- One fillable PDF, 15 pages, letter size
- Type on screen in Adobe Acrobat Reader (free), Preview on Mac, or most browsers, or print it
- California edition; state law cited as of November 2026
- Instant download after checkout
Other states
State editions
Small claims, deeds, probate and landlord-tenant guides for Texas, Florida and California, with Oklahoma editions of small claims, deeds and probate.
See all state editions →