PROBATE REAL ESTATE
RESOURCES

Clear information for decisions
that aren't always simple.

Probate can introduce unfamiliar terminology, procedures and responsibilities. These resources are designed to help personal representatives and families better understand the real estate issues that may arise along the way.

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UNDERSTANDING THE CALIFORNIA PROBATE PROCESS

A clear view of the steps — and where real estate decisions can fit along the way.

FILE PETITION
A petition is filed with the court to open probate.

 

APPOINT PERSONAL REPRESENTATIVE
The court appoints the executor or administrator.

NOTIFY INTERESTED PARTIES
Required notices are sent to heirs, beneficiaries and creditors.

 

INVENTORY ESTATE ASSETS
Estate assets are identified and valued.

 

FILE PETITION
A petition is filed with the court to open probate.

 

APPOINT PERSONAL REPRESENTATIVE
The court appoints the executor or administrator.

NOTIFY INTERESTED PARTIES
Required notices are sent to heirs, beneficiaries and creditors.

 

INVENTORY ESTATE ASSETS
Estate assets are identified and valued.