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California Probate Workflow Manual Revised

California Probate Workflow Manual Revised

Handle formal and summary probate matters quickly and effectively with detailed, step-by-step instructions and comprehensive forms designed for attorneys, paralegals, and other probate professionals.

  • Formal probate: petitioning for letters; inventory & appraisal; creditor’s claims
  • Gathering information and managing probate workflow
  • Summary administration
  • Transfers of property not subject to probate administration
  • Independent administration of estates
  • Estate management issues: borrowing money, title disputes, executory contracts, testamentary options, petitions for instructions, sales of estate property
  • Income and estate taxation
  • Preliminary distribution
  • Account, report, and petition for final distribution
  • Transfer of assets, compensation and discharge of representative
  • Ancillary administration
  • Extensively cross-referenced to CEB's California Decedent Estate Practice, 2d Ed.
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Table of Contents

    Table of Contents

    Volume 1

  • 1. Managing and Processing Probate Workflow
  • 2. Immediate Arrangements
  • 3. Gathering and Maintaining Information
  • 4. Property Not Subject to Probate Administration
  • 5. Notices and Hearings
  • 6. Summary Administration
  • 7. Petition for Probate, Letters, and Qualification of Representative
  • 8. Probate Bonds
  • 9. Independent Administration of Estates
  • 10. Initial Duties of Representative
  • 11. Inventory and Appraisals

    • Volume 2

  • 12. Creditors’ Claims
  • 13. Sales of Estate Property
  • 14. Income and Estate Taxation
  • 15. Statutory Protections for Family Members: Family Allowance and Exempt and Homestead Property
  • 16. Estate Management Issues: Borrowing Money, Title Disputes, Executory Contracts, Testamentary Options, Petitions for Instructions
  • 17. Preliminary Distribution
  • 18. Account, Report, and Final Distribution
  • 19. Compensation
  • 20. Transfer of Assets and Discharge of Representative
  • 21. Ancillary Administration

Authors

    Original Author

  • Valerie J. Merritt

    • Consultants

  • Charles A. Collier, Jr.
  • Nancy J. Baird

Filing Instructions

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