Moravec Varga & Mooney

Beginning April 1, 2025, California law makes it easier for heirs to transfer ownership of a deceased person’s real property—without going through full probate. Thanks to changes introduced under Assembly Bill 2016 (AB 2016), the Petition to Determine Succession to Real Property under Probate Code §13151 will apply to estates with significantly higher property value limits. Here’s how this updated process works and how you can use it to claim real estate without the time and

When a loved one dies, gaining access to their financial accounts can feel overwhelming—especially if you want to avoid the time and cost of formal probate. Fortunately, some bank accounts in California can be claimed without going through probate, depending on how they’re structured and the total value of the estate. Here’s what you need to know to claim a deceased person’s bank account without probate. 1. Check If the Account Has a Payable-on-Death (POD) Beneficiary Many ba

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 California, the answer depends on a number of factors, including the type of assets, their value, and how those assets are titled. Understanding when probate is required can help you avoid unnecessary delays, expenses, and confusion. Here’s a comprehensive overview. What Is Probate? Probate is the court-supervised legal process of: Validating a wi

The probate process in California can seem overwhelming, especially when you’re confronted with unfamiliar legal terminology. Understanding the common legal terms used in probate can help you feel more confident and informed as you navigate this complex process. Below is a glossary of key terms you’re likely to encounter during a California probate proceeding. 1. Probate The legal process of administering a deceased person’s estate. This includes validating a will (if there i