Small Estate Affidavit California Form

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

The Small Estate Affidavit California Form (DE-305) is a legal document utilized in California to facilitate the transfer of real property valued at $20,000 or less from a deceased individual's estate without a formal probate process. This form can be used by individuals who qualify as successors to the decedent, such as beneficiaries named in a will or heirs under state law. The affidavit requires specific information including the decedent's name, date of death, and a legal description of the property in question. Additionally, it must note if the decedent was domiciled in California at the time of their death and whether the property is located in the state. It's essential for the declarants to attach a certified copy of the decedent's death certificate and comply with the requirement to serve copies of the affidavit to those named as guardians or conservators of the estate. Providing accuracy in filling out the form is crucial, as improper disclosure can lead to personal liability concerning the decedent’s unsecured debts. The form is particularly beneficial for legal professionals, paralegals, and associates, as it streamlines the estate settlement process for small estates, allowing for efficient property transfer with minimal court intervention. Overall, the Small Estate Affidavit serves as a practical tool for attorneys, partners, and legal assistants working on estate matters, ensuring that essential legal requirements are met.

How to fill out California Affidavit Regarding Real Property Of Small Value - $55,425 Or Less?

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FAQ

A small estate affidavit is just a written legal document you can get a small estate. affidavit from the county clerk's office or have an attorney prepare one. Administering the estate with an affidavit is one of the key ways to avoid probate.

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)).

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.

Use the Court Locator and find the probate court where the decedent was a resident. The State filing fee is $435.

California Small Estate Affidavit InstructionsObtain and complete the California small estate affidavit. You must obtain the form used by the probate court in the county where the deceased was a resident.Include attachments.Obtain other signatures.Get the documents notarized.Transfer the property.

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Small Estate Affidavit California Form