How to Probate an Estate in California

How to Probate an Estate in California

by Lisa Fialco Attorney
How to Probate an Estate in California

How to Probate an Estate in California

by Lisa Fialco Attorney

Paperback(Twenty sixth Edition)

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Overview

If you need to wrap up the affairs of a deceased family member or friend in California, you can save big on attorney fees by handling many aspects of the probate process yourself.

How to Probate an Estate in California is the only book that provides forms, tips, and step-by-step instructions for settling a loved one's estate—all written in plain English. You might even be able to handle the whole process without hiring a lawyer or setting foot in the courthouse.

With this easy-to-follow guide, you'll learn how to:

  • read a will
  • determine who inherits property if there is no will
  • handle probate paperwork
  • collect life insurance and other benefits
  • transfer community property to a surviving spouse or domestic partner
  • pay bills and taxes, and
  • distribute property left through trusts.

Even if you hire a lawyer to do some of the paperwork, this book demystifies the process so that you can make informed decisions and communicate intelligently with the attorney about the estate—and save money in the process. Why pay a lawyer tens of thousands of dollars to probate an estate when you can do much of it on your own?

This new edition includes important updates on California’s small estate procedures, California Proposition 19, and federal estate taxes, as well as fresh insights from an experienced probate attorney practicing in California.

Product Details

ISBN-13: 9781413330595
Publisher: NOLO
Publication date: 03/28/2023
Edition description: Twenty sixth Edition
Pages: 432
Sales rank: 388,649
Product dimensions: 8.40(w) x 10.80(h) x 1.00(d)

About the Author

Lisa Fialco is a practicing attorney guiding clients through estate planning and administration as a partner of Kelley & Farren, LLP in San Rafael, California. She is certified as a specialist in Estate Planning, Trust & Probate Law by the State Bar of California Board of Legal Specialization.

Table of Contents

Your Legal Companion for Probate 1.An Overview 2.First Steps in Settling an Estate 3.Who Are the Heirs and Beneficiaries? 4.What Is the Decedent's Estate? 5.Preparing a Schedule of the Assets and Debts 6.How to Identify the Best Transfer Procedure 7.What About Taxes? 8.Transferring Title to Real Property 9.How to Transfer Securities 10.Joint Tenancy Property 11.Transferring Small Estates Under $100,000 12.How to Transfer Trust Property and Property Subject to Life Estates 13.An Overview of the Probate Court Process 14.Conducting a Simple Probate Court Proceeding 15.Handling Property That Passes Outright to the 16.If You Need Expert Help G. Glossary Appendixes A. California Probate Code §§ 13100"“13106 B. Judicial Council Forms C. Non-Judicial-Council Forms Index
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