Understanding Alternatives to Probate in California | Practical Law

Understanding Alternatives to Probate in California | Practical Law

A Practice Note providing an overview of avoiding a full estate administration (also referred to as probate) in California. This Note focuses on estate planning techniques that remove property from a decedent's probate estate and, for property that is not successfully removed from a decedent's probate estate, explains various alternative procedures (sometimes generally referred to as summary administration procedures) available in California to transfer property to the decedent's heirs and beneficiaries without a full estate administration, including the use of the Heggstad petition, small estate affidavit, and spousal property petition.

Understanding Alternatives to Probate in California

Practical Law Practice Note w-001-1315 (Approx. 25 pages)

Understanding Alternatives to Probate in California

by Practical Law Trusts & Estates
MaintainedCalifornia
A Practice Note providing an overview of avoiding a full estate administration (also referred to as probate) in California. This Note focuses on estate planning techniques that remove property from a decedent's probate estate and, for property that is not successfully removed from a decedent's probate estate, explains various alternative procedures (sometimes generally referred to as summary administration procedures) available in California to transfer property to the decedent's heirs and beneficiaries without a full estate administration, including the use of the Heggstad petition, small estate affidavit, and spousal property petition.