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California Probate Requirements

California probate requirements: small estate threshold $208,850 personal property; $750,000 real property (AB 2016), creditor notice 4 months from letters issued, Superior Court. Updated guidance for executors.

Key probate facts for California

Small estate threshold$208,850 personal property; $750,000 real property (AB 2016)
Will filing deadline30 days after death
Probate petition deadlineNo specific deadline
Creditor notice period4 months from letters issued
Inventory deadline4 months after appointment
Executor residencyNo residency requirement
Bond requiredYes, unless waived in will
Executor compensation4% on first $100,000, 3% on next $100,000, 2% on next $800,000, declining thereafter
Estate / inheritance taxNo
Community propertyYes
Homestead protectionUp to $600,000 (varies by county)
Vehicle transferAffidavit for estates under $208,850
Probate courtSuperior Court

Notes: Community property state. AB 2016 (effective April 2025) created streamlined probate for primary residences valued up to $750,000

Sources

  • California Courts — Wills, Estates & Probate
  • California Probate Code
  • IRS — Estate & Gift Tax
  • Social Security Administration — Survivors Benefits
  • USA.gov — What to Do After Someone Dies
  • American Bar Association — Real Property, Trust & Estate Law

This summary is for general informational purposes and is not legal advice. Probate procedures change; verify with the Superior Court or a licensed California attorney.