Corona, CA asked in Estate Planning and Probate for California

Q: As one of the five heirs in my father's will, which is currently in probate, am I entitled to a list of his assets?

I need to borrow against the probate, and I will need to show the probate lending company what he owned at the time of his death. The executor has been less than forthcoming.

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2 Lawyer Answers
Patricia Ann Simmons
Patricia Ann Simmons
Answered
  • Estate Planning Lawyer
  • Vallejo, CA
  • Licensed in California

A: The executor must file an inventory and appraisal of all the estate's assets. If you file a Request for Special Notice, to receive all documents filed in the matter, you can attach a copy of the Inventory and Appraisal to your request for an advance from the probate lending company.

You can always go to the clerk's office to review the file and request a copy of the Inventory and Appraisal, if the executor has filed one.

Gerald Barry Dorfman agrees with this answer

1 user found this answer helpful

Gerald Barry Dorfman
Gerald Barry Dorfman
Answered
  • Probate Lawyer
  • Mill Valley, CA
  • Licensed in California

A: There should be on file in the probate action an "Inventory & Appraisal" which lists the assets and their value.

1 user found this answer helpful

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