Probate of Estates

Maybe you are wondering what is involved in a California probate? While every situation is unique, most probates involve the following:
  • Locate and file the Last Will and Testament with the local court
  • File required probate documents with the court
  • Locate, inventory, custody, close and transfer personal assets/accounts
  • Appraise and value all assets
  • Pay debts and expenses associated with the last illness and funeral
  • Ascertain, and notify, all known creditors of the estate
  • Make payments to creditors, discharge obligations and obtain creditor releases
  • Process and receive life insurance death benefits
  • Secure personal residence and tangible personal property
  • File appropriate tax returns (federal and California) and make appropriate tax elections
  • Pay estate taxes and final personal income taxes
  • Obtain tax releases and closing letters from local courts, the IRS and state tax authorities
  • Make specific bequests, as well as partial and final distributions to beneficiaries (including tangible personal property)
  • Provide complete detailed accounting to the local court and estate beneficiaries

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