Hemet, CA asked in Estate Planning and Probate for California

Q: Hello, my mother passed away in December 2017. she lived with me for the last 10 years of her life. She had no will.

she had $1,400 in her checking account when she passed. I recently received a letter from her bank stating that after three years they may transfer her property to the state of California. Can I get this money and how do I get it? Thank you very much.

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2 Lawyer Answers

A: Assuming you are entitled to the money (sole next of kin or named in will) then do a small estate affidavit. Forms available at some banks but, if not, then online. That should be it. Just google "California free small estate affidavit form" or something like that. Good luck.

Nina Whitehurst and James Edward Berge agree with this answer

A: If that is all she had, then all you have to do is execute a small estate affidavit (Google one) stating that you are the sole heir (or have your siblings sign it too if you have any). Notarize it. Attach an original death certificate. Show that to the bank. No lawyers or judges needed.

Nina Whitehurst and James Edward Berge agree with this answer

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