You Can Avoid Probate With A Small Estate Affidavit Cars, boats, or mobile homes. Real property outside of California. Property held in trust, including a revocable living trust. Real or personal property that the person who died owned jointly with someone else (such as joint tenancy)
Liability when an executor makes a mistake Unfortunately, a genuine mistake can sometimes snowball into a much bigger and often expensive problem that can be very complicated to resolve. The executor of an estate can be held personally liable for a mistake that results in a loss to the estate.
In California, probate bonds are generally required unless explicitly waived by the will or by the agreement of the beneficiaries/heirs. The court may mandate a bond to ensure that the executor or administrator performs their duties responsibly. However, there are exceptions to this requirement.
In California, you must post a probate bond before you can begin your duties as personal representative of an estate. The court will require you to post a bond unless the will waives the bond requirement or all of the beneficiaries agree to waive the bond.
Options to take action. If you think an executor isn't being honest or is otherwise acting improperly, there are steps you can take. First, try to resolve the problem directly with them or their lawyer. If this doesn't work, you may want to seek legal advice.
You would typically need to file a creditor's claim with the probate court where the estate is being handled. This involves submitting documentation such as the funeral bill and proof of your payment. The executor of the estate is then responsible for assessing and approving valid claims against the estate.
Estate disputes: Civil suits can arise in relation to matters concerning the deceased person's estate, such as will contests or disputes over assets. In these cases, the deceased individual may be named as a defendant to address the issues related to their estate.
Submit your claim directly to the probate court and serve a copy on the personal representative. If you file a formal claim and the personal representative rejects it, you can file suit against the estate within three months of the rejection.
If the executor fails to meet their legal obligations, a beneficiary can sue them for breach of fiduciary duty. If there are multiple beneficiaries, all must agree on whether to sue an executor.
While each state is different, California generally requires your personal representative to be bonded. The only exceptions are when the testator's will expressly waives the requirement (and the court permits this to happen) or all the beneficiaries will agree in writing to waive the bond requirement.