Probate Administration In California
When someone passes away, their estate goes through probate. This is the process of either following state laws or the instructions in their estate plan. Key tasks for the estate administrator during probate include mailing copies of the estate plan to beneficiaries, inventorying assets, paying debts and distributing remaining assets.
Through every step in this process, it can help to work with our experienced team of probate attorneys in California. We can help ensure that all documents are addressed correctly, deadlines are met, the deceased’s wishes are followed, and the rights of family members and beneficiaries are respected. To set up a free consultation with a Stockton probate lawyer at Bird & Van Dyke, Inc., contact us at 209-507-0479 today.
Overview Of The Probate Process In California
You start the probate process by filing a petition with the court. In California, this is a DE-111 Petition for Probate form.
Next, you notify heirs and creditors. Relevant parties should get copies of the estate plan outlining how they will be addressed.
After that, the administrator needs to inventory the assets and potentially have an appraisal carried out to determine the value of the deceased’s assets. Appraisals are often useful for family businesses, real estate, art collections and more.
Before passing assets to beneficiaries, it is necessary to pay all applicable debts and taxes. These are not inherited by the next generation but are paid using funds from the estate.
Finally, the remaining assets need to be distributed between beneficiaries. This is done according to state law if someone passed away intestate or according to the estate plan that they drafted before their passing.
Dedicated Legal Assistance During Probate
An attorney can help navigate the probate process smoothly and effectively. Our experience helps us address any disputes or debates, as well as ensure that no crucial steps or deadlines are missed. It helps to work with an attorney who has experience, deep legal knowledge and a dedication to helping their clients seek the most favorable outcome. We do all that and more, so contact us at 209-507-0479 or use the online contact form to set up your free initial consultation. El personal administrativo habla español.