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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.
The surviving spouse automatically receives all community property. Separate personal property also goes completely to the surviving spouse, while separate real property is split down the middle between the surviving spouse and the deceased's parents, siblings or siblings' descendants, in that order.
In Texas, a married couple can agree in writing that all or part of their community property will go to the surviving spouse when one person dies. This is called a right of survivorship agreement. The right of survivorship agreement must be filed with the county court records where the couple lives.
If you own property jointly with someone else, and this ownership includes the "right of survivorship," then the surviving owner automatically owns the property when the other owner dies.
Note: In Texas, you must have a written agreement for Right of Survivorship. A written JTWROS agreement can be signed by co-owners at any time before the death of one of the owners. If you sign and file it when you first purchase the property the county filing fees may be less, but you can still file it at any time.