How do I probate an estate?

Probating an estate in California is a multi-step process that begins with filing an “Intestate Administration” petition with the California Superior Court. It must be filed in the county where the deceased lived. The petition must include the death certificate, a list of any known heirs and their contact information, and an “inventory of assets” belonging to the estate. Once the petition is filed, the court will assign an executor to the estate. This executor is responsible for notifying the heirs of their inheritance, settling the debts of the deceased, and distributing the remaining assets. To make sure all of the assets are taken care of, the executor must file an “inventory and appraisement” with the court. This lists all of the assets in the estate and any debts that need to be paid. Once all of the debts have been settled, the executor will file a “petition for discharge” to be released from their duties. Once the court approves the discharge, the executor must file a “final account” to show how the assets were distributed. Lastly, the court will issue a “letter of final distribution” to confirm that the assets have been distributed to the appropriate heirs. Probating an estate in California is a complicated process that can take several months to complete. It is important to work with an experienced attorney to ensure that the process is handled correctly.

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