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The Probate Process in California

Decades of Experience Fighting for You in Sacramento

If you recently lost a loved one and you have been named as an executor or appointed as an administrator of his or her estate, you want an experienced and qualified attorney representing and guiding you through the probate process. At Yonano Law Offices, P.C., Attorney Nick Yonano has more than 28 years of experience, and he can help you from the start of your matter to its conclusion.

Why Choose Yonano Law Offices, P.C.?

  • We have handled probate cases for nearly three decades.
  • We are a full-service litigation firm serving all of Northern California.
  • Nick Yonano is a licensed California real estate broker.

No probate case is too complex for Attorney Yonano. Not only is he an experienced local probate lawyer, but he is a seasoned trial attorney who can step up to the plate in the face of a trust contest, creditor dispute, or other probate litigation matter. We take our duty to clients seriously, and we will provide you with the professional and dedicated legal representation you need and deserve to get through these trying times.

What Is Probate?

Once a loved one has passed, those left behind will have to figure out how to transfer or inherit the decedent's property. To do this, you will usually have to go to court. "Probate" is the court-supervised process of validating a will and settling the decedent's estate.

If the decedent left behind a last will and testament, an executor (who was named in the will) assumes the responsibility of settling the estate once he or she receives court approval. In the absence of a will, the court appoints an administrator to perform the same duties as an executor.

In California, the probate administration process takes an average of 9 months to over a year to complete. The process may even take longer, especially when there is real estate to be sold or a beneficiary contests the trust or will.

Do All Estates Go Through Probate?

Many people want to know if there is anything they can do to set up their estate to avoid probate. For smaller estates valued at $166,000 or less, the case may NOT have to go to court and a simplified process may be used. However, this process CANNOT be used if the estate includes real property such as a house. If the decedent's property was worth over $166,000, there is no exception and you will have to go to court to open a probate case.

Even when the estate goes through probate, some types of property do not pass through probate because of how property is titled to automatically pass to the survivor. This includes:

  • Property is owned in joint tenancy
  • Community property with right of survivorship
  • Bank accounts owned by several people
  • Bank accounts with a payable on death beneficiary
  • Life insurance policies that name a beneficiary
  • Retirement accounts with beneficiaries
  • Property held in a trust

Find creative and effective legal solutions from a respected attorney, call us today at (916) 343-8488 or contact us online to schedule your consultation.

Are There Benefits to Probate?

While probate can be a highly involved undertaking, it was designed to protect creditors and beneficiaries from the harmful actions of dishonest or inexperienced executors and administrators. If you are a beneficiary who is anxious to receive an inheritance or property, you can take comfort in knowing that the courts will closely monitor the personal representative's actions in order to ensure that you receive what you are entitled to. If you were appointed an executor or administrator of an estate, you can be glad that the state has created a blueprint for you to follow during the administration process.

Some of the benefits of probate include:

  • Debts and taxes will be paid
  • The entire process will be supervised by the court
  • Beneficiaries will be notified of probate proceedings
  • Fiduciaries (executors or administrators) are held to the highest standards of fiduciary duty
  • If there is a will contest, there is a forum to address a dispute
  • If the executor or administrator engages in self-dealing, they can be held liable
  • If an executor fails in their duties, the beneficiaries can petition for their removal
  • All loose ends are wrapped up
  • Close supervision of the personal representative
  • Forum for dispute resolution
  • Time limitation for creditors' claims

In many instances, knowing that the distribution of one's estate will be closely supervised by the court is comforting, especially when there is a fear of family disputes or concern that the beneficiaries' assets will be mismanaged for any reason.

Ways to Avoid Probate in California

Due to the costs and delays associated with probate, Californians often wonder if probate can be avoided. The short answer is yes, it can, but it depends upon how a person's assets are organized and the size of the estate. Deciding whether or not probate avoidance is right for you will require a careful review of your assets and your relationship with your beneficiaries.

Probate is necessary for transferring ownership of property owned solely in the decedent's name to their beneficiaries. However, probate can often be avoided by adjusting property so it is not held solely in your name.

Common ways to avoid probate include:

  • Revocable living trust
  • Payable-on-death accounts and registrations (e.g. bank accounts & retirement accounts)
  • Life insurance with beneficiary designations
  • Joint ownership of property
  • Community property with right of survivorship
  • Gifts
  • Simplified probate procedures (for small estates)

Simplified Probate

In California, there is a probate threshold defining small estates, which can bypass the probate process. California Probate Code states that estates totaling less than $166,250 in assets are not required to go through probate.

It's important to remember that the simplified process cannot be used for real property such as a home. If the decedent left behind less than $166,250 in real property and some personal property, the executor will need to file a Petition to Determine Succession to Real Property with the court and file an Inventory and Appraisal.

Revocable Living Trusts

During your lifetime, you can be the trustee of your trust and be the sole beneficiary. You would name a successor trustee to take over upon your death, thereby avoiding the need for probate. Once you pass away, the successor trustee would distribute your property to your beneficiaries according to the instructions set forth in your trust.

Some people choose to avoid probate by making their children co-owners of their assets. However, if your child dies before you, gets a divorce, or have creditor problems of their own, your assets could be at risk.

Title Ownership

Certain types of property passes directly to beneficiaries because how the property was owned. Property owned in joint tenancy, community property with right of survivorship, and bank accounts owned by several people all pass to survivors. Therefor, these accounts are not subject to probate.

Beneficiary Designations

In some cases all or a portion of a decedent's property passes to beneficiaries because the contract names beneficiaries. Such contracts include life insurance policies that pay benefits to someone other than the estate, bank accounts with payable on death designations, retirement benefits, death benefits, and trusts.

Contact Us Today

If you were appointed as an executor or an administrator, you have a large responsibility on your shoulders and you should not proceed without legal representation. Probate is a complex process and something very easy for a seasoned attorney can be very confusing for the average person.

Since a personal representative can be held legally and financially responsible for any mishandling of an estate, you should protect your interests by seeking help. We can inform you of your rights and responsibilities, and navigate you through the probate process so you can perform your duties as seamlessly and efficiently as possible.

Contact our probate firm to schedule a consultation with Attorney Nick Yonano regarding your case!

Decades of Experience Backed By a Mission to Guide & Protect Our Clients

  • We have handled probate cases for more than 28 years.
  • We are a full-service litigation firm serving all of Northern California.
  • Attorney Yonano is a member of several U.S. District Courts & U.S. Supreme Court Bar.
  • Attorney Yonano is a certified and licensed California real estate broker.

Creative & Effective Solutions for Your Probate Needs

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