Downey, CA asked in Probate for California

Q: My boyfriend's mother passed away. What steps does he need to take to get probate started?

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

A: The first step is to find out whether probate is even necessary. If there is a trust which provides for all of the estate, then there is no need for probate. If the estate is worth less than $150,000, a less complicated procedure can be used. There are other possible procedures available, without probate, to pass on property. If probate is necessary, then a petition for probate is filed and notice is given to all potential heirs. The best first step is to consult with an attorney to see what is really necessary.

Bill Sweeney agrees with this answer

Bill Sweeney
Bill Sweeney
Answered
  • Probate Lawyer
  • San Juan Capistrano, CA
  • Licensed in California

A: Without facts to review it is impossible to tell what steps should be taken. You should consult with a probate attorney to determine if probate is necessary.

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