Free PDF How to Probate an Estate in California
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How to Probate an Estate in California
Free PDF How to Probate an Estate in California
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About the Author
Julia Nissley was Probate Administrator with the Los Angeles law firm of Silverberg, Rosen, Leon and Behr for many years. She is an honors graduate of the Attorney Assistant Training Program in Probate Administration at the University of California--Los Angeles School of Law, and a member of the California Association of Legal Document Assistants. Julia is a native Californian and enjoys playing tennis and riding trains with her husband, Ron. The author of How to Probate an Estate in California, Julia now operates her own form preparation service under the name Probate Direct, assisting consumers with all kinds of probate paperwork through the mail or in person.
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Product details
Series: How to Probate An Estate in California
Paperback: 472 pages
Publisher: NOLO; Twenty second edition (March 29, 2013)
Language: English
ISBN-10: 1413318290
ISBN-13: 978-1413318296
Product Dimensions:
7.6 x 1 x 11.5 inches
Shipping Weight: 2.2 pounds (View shipping rates and policies)
Average Customer Review:
4.5 out of 5 stars
125 customer reviews
Amazon Best Sellers Rank:
#888,262 in Books (See Top 100 in Books)
An excellent book to probate a small estate. But don't be misguided. Probate is a difficult and a time consuming process. We are in the final steps and have been lucky to have a court in a small (population) county where the court clerk could give us some time. The first hearing we had was using "Court Call" because we are an 8 hour drive from home to the court house. And fortunately our son is a lawyer (not probate) and would read the forms before we submitted to check for any errors. We used the book because the estate was not large and the will was quite simple and we thought we could do it ourselves. The book guides you well, but prepare to also use search on the internet to help you understand some of the steps and lastly, make sure whoever is doing the documents is somewhat OCD (Obsessive Compulsive) as the procedure requires strict organization.
This is more about the copy I got / seller, and I will update when am have read the whole book. I was disappointed to find I received a defective copy of this brand new book (how to probate an estate in ca). It seems the binding machine folded over the first page (it also wasn’t cut properly before it was folded). Really this is minor, the rest of the book is fine. But when I pay for a brand new book I expect it NOT to be defective. I can’texchange this, i have to just read it. If you are buying this book you know time is A major issue.
Great book, very helpful to get through a difficult time. Some counties do handle things differently, so it is not one size fits all.My experience was that it did no good to cancel deceased person's credit cards, which was recommended in the book. They never acknowledged receipt of the letter, although I sent a self addressed stamped envelope. They still kept credit lines open and kept sending credit card checks and statements. Finally, after three years, I received a letter from one company stating that they were closing the account for lack of use. Really, what took them so long? I called and wrote them! Shishhh!Ah, but I digressed, it was a great helpful book. Even if you are not going to handle a probate yourself, I'd recommend this!Better yet....have your loved ones make a trust.
It turns out I didn't need to go through probate and I missed Amazon's 30-day return window - so if you are looking for this at a discount, let me know. I've got it listed on Ebay for resale (Amazon want's too much to sell it for me). I'm in the Sacramento Area, so if you are local I can meet you for drop off if you like.I bought this book because I couldn't not find a single source of all the information I would need to process the probate. My mom had a very, very simple estate and the estate attorney wanted $8k that neither I nor the estate had, so I decided to see if I could just file the papers myself. I shopped around and bought this based on reviews. The book looks like you hope it will, with lots of good information and forms included - with access to the NOLO website for downloadable forms. I'm have no doubt my probate would have gone smoothly.
We recently had an elderly relative pass away. He owned no real property and with one exception his accounts were jointly held with another family member with rights of survivorship (JTWORS). There is one account which was not titled this way;from reading this book, we learned that 41 days after his death we will be able to present an affidavit to the financial institution to pass on the contents of that account to a surviving family member. No lawyer need be involved in this process, and we're able to avoid probate (and the expenses associated with it) to have those funds passed on.Really, this book should be read before it's needed. It has helpful advice on how to title assets (from your home to your brokerage accounts) to seamlessly pass them on to your heirs. With the new federal estate laws (2012) each of us could pass up to 5 million dollars tax free (not an issue for us or a recently deceased family elder) over the course of our life (including death) to someone else. The financial institutions won't offer you guidance on this as it's not to their benefit. The state of California would prefer you not to have an account co-owner so that they can more easily impound the funds in a dormant account. We each need to educate ourselves, and this book is a good resource for doing that. I've recommended it to other family members in California.
A life saver!! It seems that nowadays there are NO lawyers willing to help you if you do not have a will and need to go to Probate...unless you have property and/or estate with a value of $500,000.00 +. So this is THE BOOK that you will need. You have to read this book. This is the book that will walk you through it, step by step. Make sure you have a notebook, and a highliter as you read. In the back there are the necessary forms that you will need to complete and this wonderful book even walks you through filling those forms out for the most part.Yes, that is why I say a LIFE SAVER!! It is a thick book to read but I also learned that usually you don't have to do this sort of thing in a rush and no matter what YOU CAN DO THIS!!Good Luck, this is a great book.
A complete example of all the documents you'll need. Early on it spells out the case in which it will be useful, "a simple probate proceeding" which might be more complex than the title suggests (my probate includes several pieces of real property and a bunch of collections of items from two lives worth of hobbies). Basically, if all heirs are in agreement to just split the estate evenly (disagreements are what makes a proceeding not-simple) then this will save you a lot on lawyer fees, so long as you have the tenacity to read, understand and follow the instructions.
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