Shortcuts for the Probate Process in California

After someone passes away, dealing with the transfer of his or her property can be challenging for loved ones, especially in the absence of a will. Because the probate process can be long and complex, it’s important to hire an experienced attorney in Tracy who understands California’s laws and who can help you navigate the system as quickly as possible. Here are some of the ways your lawyer may be able to help you speed up the probate process.

Spousal Property Petition

For surviving spouses and registered domestic partners, the process of transferring property can be easy, even in the absence of a will. Your attorney can submit a Spousal Property Petition in your behalf to the probate court, which can be approved much quicker than traditional probate procedures. There are no limits on the amount of property that can be transferred in this way, as long as the surviving partner has a legal right to the claim it. Your attorney can help you understand your eligibility for using this petition.

Simple Affidavit

A simple affidavit can be used to transfer property that is under a specified amount. For this procedure, your lawyer will help you prepare a document listing the property that you are claiming, which you will then sign under oath. The affidavit can be submitted directly to whoever is holding the property along with a death certificate, and the party with physical ownership will release it to the party who is claiming it. This process lets surviving family members avoid probate court completely. This procedure can only be used for property that is worth $150,000 or less or for real estate that is $50,000 or less in value.

Simplified Probate

If you can’t use either of the previous solutions, your attorney may help you file a request for a simplified probate process. This process can be used for small estates of $150,000 or less, excluding real estate outside of the state, death benefits, life insurance, and property that is not automatically transferred to a surviving spouse. Your attorney will help you determine if this procedure is right for you.

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