Probate in California: The Complete Guide to File Probate (2025 Update)

Author
Alix
Publish Date
Nov 7h, 2025
Category
Probate

Handling probate in California can feel overwhelming, especially if you have never done it before. Every county follows the same legal framework but has its own local rules, forms, and timelines. This guide explains exactly how probate works in California, what steps you must take, and how long it usually takes to close an estate.

You will learn how to file probate, what forms to use, how to calculate fees, and when you can handle probate yourself. Each section provides clear answers based on California law and official court resources.

In California, more than 60% of estates require some level of probate, and average cases last 9 to 18 months. Executors often face over 100 filing, notice, and record-keeping tasks throughout the process.

Source: National Center for State Courts (NCSC)

  1. What Is Probate in California
  2. When Probate in California Is Required
  3. When Probate in California Can Be Avoided
  4. How to File Probate in California
  5. How Long Does Probate Take in California
  6. Probate Costs and Fees in California
  7. Can You Do Probate Without a Lawyer in California
  8. Required Probate Forms in California
  9. Which Court Handles Probate in California
  10. Summary Probate in California (Simplified Process)
  11. California Probate FAQs
  12. How Alix Helps California Executors File Probate

What is Probate in California?

Probate is the court-supervised process that ensures a deceased person’s assets are collected, debts are paid, and the remaining property is distributed according to the law. The California Probate Code (7000-7350) defines this process and the duties of executors and administrators.The court’s main role is to validate the will (if there is one), appoint an executor or administrator, and oversee the estate’s administration until everything is settled.

When Probate in California is required

Probate is typically required in California when the value of the estate exceeds $184,500 and the assets are titled solely in the deceased person’s name. If the estate is smaller, the executor may qualify for a simplified procedure called Summary Probate

According to the California Courts Self-Help Center, probate is required whenever property must be legally transferred under court supervision.

When Probate in California can be avoided

Some assets bypass probate entirely, such as:

  • Property held in a living trust
  • Jointly owned property with rights of survivorship
  • Accounts with named beneficiaries (POD or TOD)
  • Life insurance and retirement accounts
  • Assets transferred through small estate affidavits

How to file Probate in California

The official petition to open probate (Form DE-111) and all related filings are available through the Judicial Council of California. Each step below follows the guidance outlined in the California Courts Probate Guide..

  1. File a Petition for Probate
    File a Petition for Probate (Form DE-111) in the Superior Court where the deceased person lived. You can download the form directly from the California Judicial Branch website.

  2. Notify Heirs and Creditors
    Mail required notices to all beneficiaries and publish a public notice to creditors in a local newspaper.

  3. Appoint an Executor or Administrator
    Once approved, the court issues “Letters Testamentary” (if there is a will) or “Letters of Administration” (if there is no will). These documents grant authority to act on behalf of the estate.

  4. Inventory and Appraise the Estate
    Complete Form DE-160 (Inventory and Appraisal) to list all assets and their values. File it with the court.

  5. Pay Debts, Taxes, and Expenses
    Use estate funds to settle debts, file final tax returns, and pay any remaining bills.

  6. Distribute Remaining Assets
    After debts and taxes are paid, distribute assets according to the will or California intestate laws.
  7. Close the Estate
    File a final accounting with the court to officially close the probate process.

Estimated timeline for Probate in California

Simple estates: 6 to 9 months
Typical estates: 9 to 18 months
Complex estates: 18 months or longer

How Long Does Probate Take in California?

Stage
Estimated Duration
Key Actions
Common Delays
Alix Tip
 1. File the Petition
1–2 months
File Form DE-111 and death certificate. Publish notice to heirs and creditors.
Missing notices or incorrect petition.
We help you prepare and file correctly the first time.
2. Executor Appointment
1 month
Court reviews petition and issues “Letters.”
Court backlog.
Track your appointment and set alerts for hearing dates.
3. Inventory & Appraisal
3–6 months
File Form DE-160 and obtain valuations.
Waiting for appraisers or missing accounts.
Use our checklist to gather all financial records.
4. Debts, Taxes & Claims
4–8 months
Notify and pay creditors; file IRS 1040 & 1041.
Unresolved debts or tax extensions.
We monitor tax filings and keep deadlines on track.
5. Distribution & Closing
2–4 months
File final accounting, get approval, close estate.
Missing signatures or contested heirs.
Guided final accounting and compliance review.

How long does Probate take in California

The average probate case in California takes between 9 and 18 months depending on the size and complexity of the estate, according to recent data from the National Center for State Courts (NCSC). Larger counties such as Los Angeles or San Francisco may take longer because of high caseloads.

Cases may take longer if:

  • The will is contested
  • There are multiple heirs or disputes
  • Real estate must be sold
  • The executor delays filings or misses deadlines

Probate Costs and Fees in California

Most California estates spend between 3% and 7% of total estate value on probate costs. Filing fees typically range from $435 to $1,000, as listed by the California Superior Court fee schedules. Executor and attorney fees follow the percentages defined under Probate Code 10800.

Typical fees include:

  • Court filing fees ($435-$1,000)
  • Executor compensation (as allowed under Probate Code 10800)
  • Attorney and accountant fees
  • Appraisal and publication costs

Probate in California follows a statutory fee schedule that defines how much executors and their attorneys can be paid. These fees are set by California Probate Code 10800 and apply to the total gross value of the estate, not just the liquid cash.

Current statutory fee rates:

  • 4% of the first $100,000 of the estate’s value
  • 3% of the next $100,000
  • 2% of the next $800,000
  • 1% of the next $9 million
  • 0.5% of the next $15 million
  • For estates above $25 million, the court determines a reasonable fee

Example: If an estate is worth $600,000, both the executor and the attorney are each entitled to $15,000 in statutory fees (4% of the first $100k, 3% of the next $100k, and 2% of the remaining $400k).

In addition, courts may approve extraordinary fees for special services such as selling real property, handling tax issues, or resolving litigation. These are generally billed hourly and must be justified to the court.

Traditional law firms in California charge according to this schedule, meaning costs often rise with the size of the estate. Alix works differently, offering a flat, predictable fee that covers the same filings, court coordination, and communication for one fixed price.

Cost Comparison

Category
Traditional Law Firm
Alix
Billing and Cost
Hourly or percentage of estate
Flat, transparent fee
Process Management
Executor and attorney coordinate separately
Centralized, guided support
Communication
Limited, often billed hourly
Dedicated Care Team included
What’s included
Legal Probate by hourly billing
Probate and all estate settlement process for one flat fee
Client Experience
Complicated and time-consuming
Simple, accurate, and efficient

Can You Do Probate Without a Lawyer in California

Yes. In California, executors can represent themselves in probate court if the estate is uncontested. This is known as pro se representation.

However, probate involves strict rules, deadlines, and legal paperwork. Even a small mistake can delay the process for months or lead to rejected filings. Many executors choose professional assistance to ensure accuracy and compliance while avoiding high attorney fees.

California law allows individuals to represent themselves in probate court if the estate is uncontested. The California Courts Self-Help Center confirms that executors can file documents, publish notices, and appear at hearings without an attorney

Required Probate Forms in California

The California Judicial Council provides all official probate forms online. The most common ones include:

  • DE-111: Petition for Probate
  • DE-147: Duties and Liabilities of Personal Representative
  • DE-160: Inventory and Appraisal
  • DE-174: Allowance or Rejection of Creditor’s Claim

You can find all official forms at California Courts Probate Forms.

Which Court Handles Probate in California

Probate cases are handled by the Superior Court in the county where the deceased person lived.

You can locate your local probate court here:
Find My California Superior Court

Summary Probate in California (Simplified Process)

ProbIf the estate’s total value is under $184,500, you may qualify for Summary Probate, also called “Small Estate” or “Simplified Procedure.” Details are outlined by the California Courts Small Estate Guide, which explains how to use simplified procedures and required forms.

This process typically takes a few months and requires fewer court hearings. Executors can often file a Small Estate Affidavit instead of going through formal probate.

ate cases are handled by the Superior Court in the county where the deceased person lived.

Can I Use California’s Simplified Probate Process?

California allows a faster, simpler process for small estates. Here’s how to know if you qualify.

Category
Simplified Probate (Small Estate)
Full Probate (Formal Process)
Estate Value
Under $184,500 total
Over $184,500 total
Court Hearings
Usually none
Multiple required
Typical Duration
2–4 months
9–18 months
Key Form
DE-305 (Small Estate Affidavit)
DE-111, DE-160, DE-174
Executor Required?
Not always
Yes, court-appointed
When It’s Best For
Simple estates, single asset, no disputes
Larger or complex estates
Outcome
Assets transferred directly
Full court-supervised process

California Probate FAQs

Do all estates have to go through probate in California?

No. Small estates under $184,500 may qualify for summary procedures. Assets held in trusts or joint ownership usually transfer outside probate.

How long after death do you have to file probate?

California law requires probate to be filed within 30 to 60 days after locating the will or confirming that there is no will.

Can probate be avoided with a trust?

Yes. The State Bar of California confirms that assets held in a revocable living trust bypass probate entirely.

What forms are needed to start probate?

You will need Form DE-111 (Petition for Probate), Form DE-147 (Duties and Liabilities), and Form DE-160 (Inventory and Appraisal).

Who pays probate costs?

All probate costs are paid from the estate’s funds, not by the executor personally.

What happens if there is no will?

If someone dies without a will, the court applies California’s intestate succession laws to determine who inherits the property.

How Alix Helps California Executors File Probate

According to a 2023 AARP study, more than 70% of executors describe probate as “confusing” or “time-consuming.” Alix was created to simplify that experience through guided support and flat, transparent pricing.

Alix helps families across California navigate the probate process from start to finish. Our team reviews every form, ensures compliance with court requirements, and keeps you informed throughout the process.

Why Executors Choose Alix

Benefit
Description
Save Time
File forms correctly the first time and avoid costly delays
Stay Organized
Access a secure portal with all documents in one place
Reduce Costs
Flat-rate pricing, no hidden hourly fees
Get Expert Guidance
Dedicated Care Team available every step of the way

Ready to get help with Probate in California?

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