California Small Estate Affidavit For Real Property

State:
California
Control #:
CA-DE-305
Format:
PDF
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Description

The California small estate affidavit for real property is a legal form used to facilitate the transfer of real property valued at $20,000 or less following a decedent's death. This affidavit allows successors to claim real property without going through the lengthy probate process, provided they meet certain criteria defined under California law. It requires identifying the decedent, verifying that at least six months have passed since their death, and confirming that the value of the estate falls within the specified limit. Key components include attaching a certified copy of the death certificate, a legal description of the property, and proof of the decedent's ties to California. The form should be filled out accurately by all successors named, and each successor must have personally served notices to any guardians or conservators involved. This affidavit is particularly useful for attorneys, partners, owners, associates, paralegals, and legal assistants involved in estate planning or administration, as it simplifies the process of transferring ownership of real property. It is essential for these professionals to ensure compliance with all legal requirements and to provide clear guidance to clients regarding the necessary documentation and steps involved.
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  • Preview Affidavit Regarding Real Property of Small Value - $55,425 or Less
  • Preview Affidavit Regarding Real Property of Small Value - $55,425 or Less

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FAQ

I explained that California law requires filing the original will in the probate court. However, if a will is lost we can file a petition for admittance of a lost will. I assured her I do this all the time. I explained that I would send her an email with the initial probate documents and a FedEx return label.

The terms usually become irrevocable when the creator of the trust dies. A trust may also be set up by a will, which leaves property in trust for a beneficiary. These trusts are called testamentary trusts and are usually irrevocable. Trusts are not filed or registered with the Court.

If the heirs are only looking to transfer the real estate, with no personal possessions, Form DE-310 must be completed and filed. Signing Requirements Must be notarized (Prob. Code § 13104(e)).

A California small estate affidavit, or Petition to Determine Succession to Real Property, is used by the rightful heirs to an estate of a person who died (the decedent). The total net value of the estate cannot be more than $184,500 for it to qualify under this process and bypass probate.

An affidavit or declaration signed under penalty of perjury at least 40 days after the death can be used to collect the assets for the beneficiaries or heirs of the estate. No documents are required to be filed with the Superior Court if the small estates law (California Probate Code Sections 13100 to 13116) is used.

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California Small Estate Affidavit For Real Property