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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