California Decedent Estate Practice

Publish in May 2026

Comprehensive, in-depth coverage (including forms) of probate practice and procedures, summary probate proceedings, and transfers outside of probate.

Procedures for transferring assets when formal probate is not required
Spouses and registered domestic partners: rights, liabilities, and special transfer procedures
Statutory protections for family members
Starting probate, including preparing petition, order, bond requirements, and letters
Decedent estate administration, including inventory and appraisal, creditors' claims, sales, investments, and accounts
Distributions and transfers
Problems in estate administration, including will contests, suing to establish entitlement to estate distribution, and challenging representatives in court
Compensation
Nonresident heirs and beneficiaries
Estate tax and income tax concepts and procedures

$858.00

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30DEPX2600

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1. Initial Considerations
2. Nonprobate Transfers
3. Transfer of Personal and Real Property in Small Estates
4. Spouses and Registered Domestic Partners: Rights, Liabilities, and Special Transfer Procedures
5. Jurisdiction and Venue
6. Notice
7. Petition for Probate, Letters, and Qualification
8. Determination of Order of Death and Proceeding to Determine Survival
9. Bonds
10. Initial Duties of Personal Representative
11. Ancillary Administration
12. Nonresident Heirs and Beneficiaries
13. Inventory and Appraisal
14. Creditors’ Claims
15. Independent Administration of Estates
16. Petition for Instructions or Confirmation
17. Statutory Protections for Family Members
18. Sales of Estate Property
19. Investments and Purchases of Property
20. Compromise and Settlement of Claims
21. Borrowing Money
22. Options and Leases
23. Handling a Decedent’s Business Interests
24. Accounts
25. Preliminary Distributions
26. Will Contests and the Role of the Estate Planner
27. Probate Code §850 Petitions: Title Disputes and Executory Contracts
28. Proceedings to Determine Entitlement to Estate Distribution
29. Actions By and Against Personal Representative
30. Compensation and Fees
31. Account, Report, and Petition for Final Distribution
32. Transfer of Assets and Discharge of Representative
33. Income Tax Concepts and Procedures
34. Estate Tax Concepts and Procedures

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