What is probate?

Probate is the legal process through which a person’s estate is administered after their death. In California, probate can be a complex and time-consuming process that involves several steps.

What is the Probate process in California?

The first step in the probate process in California is to file a petition with the probate court in the county where the deceased person lived. The petition will ask the court to appoint a personal representative or executor to manage the estate. The court will then schedule a hearing to review the petition.

Once the personal representative is appointed, they will be responsible for identifying and inventorying the deceased person’s assets, paying any debts and taxes owed by the estate, and distributing the remaining assets to the beneficiaries named in the deceased person’s will, or to their heirs if there is no will.

In California, there are two types of probate: formal probate and summary probate. Formal probate is required when the estate is valued at about $200,000 or more. Summary probate is available for smaller estates valued at less than about $200,000.  The exact numbers change from time to time so we’re using ballpark numbers here. Summary probate is generally a quicker and less expensive process than formal probate.

Why hire a lawyer to help me with the Probate process in California?

The Probate Process in California

If you are dealing with the estate of a loved one who has passed away in California, hiring a probate lawyer can be beneficial in several ways:

  1. Allow yourself to grieve:  Probate can require a lot of time and energy.  It can be confusing and overwhelming.  But, hiring a lawyer to focus on all of that, allows you time to grieve the loss of your loved one. 
  2. Navigate the Probate Process: The probate process in California can be complex and time-consuming, especially if you are unfamiliar with the legal procedures and requirements. A probate lawyer can guide you through the process and help you avoid mistakes that could delay or even derail the process.
  3. Protect Your Interests: A probate lawyer can represent your interests and ensure that your rights are protected throughout the probate process in California. This is especially important if you are an executor, beneficiary, or creditor of the estate, as you may have competing interests with other parties involved.
  4. Minimize Conflict: Probate can often lead to disputes and conflicts among family members, beneficiaries, or creditors. A probate lawyer can help you minimize these conflicts by working with all parties involved and finding amicable solutions.
  5. Manage Estate Assets: A probate lawyer can assist you in managing the assets of the estate, including valuation, liquidation, and distribution. This is important to ensure that the assets are properly managed and distributed in accordance with the decedent’s wishes and California law.
  6. Ensure Compliance with California Probate Law: California has specific laws and regulations governing the probate process, and failure to comply with them can result in legal penalties. A probate lawyer can help you understand and comply with these laws, ensuring that the probate process is conducted legally and ethically.

Overall, hiring a probate lawyer in California can save you time, money, and stress, while ensuring that the estate is properly managed and distributed.  Central Coast Estate Planning attorney John McCarthy, has the knowledge, training, and skill to help you handle your probate matter so you can focus on more important things, like grieving the loss of your loved one.

Central Coast Estate Planning: Trusted Attorney for Probate Matters

Estate planning attorney John McCarthy has been named a San Diego Rising Star, and Northern California Rising Star by Super Lawyers Magazine, a distinction given to no more than 2.5 percent of attorneys in the State of California.  Moreover, John has a coveted 10.0 rating on the independent rating site Avvo.

 

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