California Probate: A Step-by-Step Guide

When someone passes away owning assets that aren’t in a trust or otherwise exempt, the estate usually goes through probate. Here’s the California probate process, step by step.

Step 1: Open the case

File the Petition for Probate (DE-111) with the will (if any) in the county where the person lived, and pay the fee.

Step 2: Notice & appointment

Notify heirs (DE-121) and publish notice. At the hearing the court appoints a personal representative and issues Letters (DE-150).

Step 3: Inventory & creditors

File an Inventory and Appraisal (DE-160), notify creditors, and pay valid debts and taxes.

Step 4: Distribute & close

Petition to distribute remaining assets to the heirs and close the estate. Formal probate often takes 9–18 months.

Can you avoid it?

Small estates under the limit can use a simpler affidavit — see our small-estate guide — and a living trust avoids probate entirely.

How Curbside Legal helps

We prepare the full probate petition and packet, court-ready. Get the DIY probate packet or have us prepare it.

Curbside Legal is a legal document preparation service, not a law firm, and does not provide legal advice. Court fees are separate.

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