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Los Angeles Probate, Estate & Tax Blog
Recent developments in Probate, Estate and Tax Law.
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The Executor’s Dilemma: Can You Decline to Serve, and What Happens Next?
Being named the executor of a will is an honor—an expression of trust by someone who believed in your ability to manage their final...


How to Claim Real Estate Without Full Probate in California: The 2025 §13151 Petition Guide for Heirs of Modest Estates
Beginning April 1, 2025 , California law makes it easier for heirs to transfer ownership of a deceased person’s real property— without...


How Long Do You Have to File Probate After Death?
When a loved one passes away, the grieving process is often accompanied by a long list of legal and financial responsibilities—one of the...


How to Claim a Deceased Person’s Bank Account Without Probate in California
When a loved one dies, gaining access to their financial accounts can feel overwhelming—especially if you want to avoid the time and cost...


How to Complete and Use the California Small Estate Affidavit to Claim a Bank Account
When a loved one passes away in California, and they leave behind a bank account in their name only, you may be able to claim the funds...


Who Pays for a Probate Bond in California?
When someone passes away and their estate enters probate, the court often requires the personal representative (executor or...


California's 2026 Probate Threshold Increase: What It Means for Your Estate Plan
Effective April 1, 2025, California's Assembly Bill 2016 (AB 2016) brings significant changes to the state's probate laws, particularly affecting small estates and primary residences. These adjustments aim to streamline the estate administration process for many Californians. There is no general increase to California's small estate probate threshold set for January 1, 2026. Key Changes Under AB 2016 1. Increased Threshold for Small Estate Affidavit The small estate affidavit


What Happens If No Probate Is Filed in California?
When someone dies in California and leaves behind property, debts, or a will, their estate may need to go through probate —a legal...


When Is Probate Required in California?
After a loved one passes away, one of the first legal questions their family often asks is: "Do we need to go through probate?" In...


How to Navigate Probate When the Original Will Is Missing in California?
When a loved one passes away in California, one of the first questions families often face is: “Where is the original will?” If all you...


How To Speed Up the California Probate Process
Probate in California can feel like a long and frustrating waiting game. With an average duration of 9 to 18 months , families often find...


Probate vs. Non-Probate Assets: What’s the Difference?
Understanding the distinction between probate and non-probate assets is crucial for effective estate planning. This knowledge can help...


How to Handle a Small Estate Probate in California: Step-by-Step Guide for 2026
If you’ve recently lost a loved one and are wondering how to manage their estate, you may be relieved to learn that California probate offers a simplified process for certain small estates. This can save time, money, and stress—especially during a difficult emotional period. Here’s a straightforward guide to understanding and handling a small estate probate in California . What Is a “Small Estate” Under California Law? In California, an estate qualifies as “small” if the tot


Common Legal Terms You’ll Encounter in California Probate: A Beginner’s Glossary
The probate process in California can seem overwhelming, especially when you’re confronted with unfamiliar legal terminology....


Probating a house in California with a Reverse Mortgage
Navigating the probate process for a California home encumbered by a reverse mortgage presents unique challenges for heirs and estate...
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