The probate process can be complex, overwhelming, and time-consuming. However, this does not always have to be the case, as some probates qualify for a much simpler process.
California law allows for a streamlined probate process known as summary probate administration in some instances. To qualify for this simplified approach, an estate must meet specific criteria, such as having a total value below a certain amount. Summary probate administration can save time and resources for Orange County families while ensuring a deceased loved one’s assets are appropriately distributed.
The experienced probate attorneys at Amity Law Group can support families through this process and ensure that it is handled smoothly and in compliance with California law. Call our office today for more information.
What Is Summary Probate Administration?
Summary probate administration is a process designed for estates considered “small estates” under California law. If the deceased passed away on April 1, 2022, or later, estates valued at $184,500 or less may be eligible for this simplified procedure. Summary administration is typically faster and less expensive than a formal estate administration.
Some assets can bypass the probate process, such as real estate with right of survivorship deeds and accounts with a payable-on-death designation. The lawyers at Amity Law Group work with clients to determine whether an estate qualifies for summary administration and to complete the necessary steps.
Small Estate Affidavit
A small estate affidavit can be used if the estate qualifies for summary probate. This form allows beneficiaries to claim the estate without formal probate, which can significantly reduce the time and cost involved. Any beneficiary can file a small estate affidavit. The affidavit does not have to list all the assets in the estate; it can list the specific assets the beneficiary is entitled to inherit.
If the estate includes real estate but still meets the criteria for summary probate, the administrator can still use the affidavit process, but additional forms must be completed. For example, the administrator must determine who is entitled to the property and its value. Once all the necessary steps are taken, the property can be distributed to the beneficiaries.
Amity Law Group provides guidance through each of these steps, ensuring compliance with legal requirements and minimizing delays. Contact our law office today to speak with a seasoned estate planning attorney.
Why Work With a Summary Probate Attorney?
Although summary probate administration is simpler than formal probate, it still requires following California law. The lawyers at Amity Law Group help families understand the process and can ensure that all documents and filings are completed accurately.
Additionally, working with an attorney reduces the risk of errors or disputes, especially when heirs disagree on asset distribution. A skilled lawyer could provide clarity, mediate conflicts, and ensure the estate is settled efficiently.
Simplify the Summary Probate Administration Process in Orange County
Summary probate administration in Orange County offers a faster, more cost-effective way to handle smaller estates. However, it still requires careful attention to legal details. Amity Law Group is ready to guide and support families, helping them navigate this simplified process with confidence and ease.
Reach out to Amity Law Group today to speak with a dedicated attorney if you are handling a small estate. Together, we can simplify the process and ensure your loved one’s assets are distributed as intended.
