What to Do When Someone Dies in California
The death of a family member is often an overwhelming time. In addition to dealing with grief, loved ones are often responsible for handling a number of legal and financial matters.
Important early steps include locating key documents such as a will, trust documents, insurance policies, and financial records. It is also usually necessary to obtain certified copies of the death certificate.
Families must determine whether probate is required. This depends on several factors including the value of the estate, how assets are titled, and whether a trust or beneficiary designations exist.
If probate is required, the probate court appoints an executor or administrator who is responsible for managing the estate, identifying assets, paying debts, and transferring property to beneficiaries or heirs.
Because probate procedures depend on the specific circumstances of the estate, many families consult with a probate attorney to determine the appropriate next steps.
Common Situations We Assist With
Families often contact our office when questions arise regarding probate or inherited property, including situations such as:
- A parent or family member passed away owning a home
- Determining whether probate is required
- Transferring title to inherited real estate
- Serving as an executor for the first time
- Selling property during probate
Speak With a California Probate Attorney
Our firm assists executors, administrators, and families throughout California with probate administration and the transfer of estate assets.
If you have questions about probate or estate administration, contact our office to schedule a consultation.
Disclaimer
The information provided on this website is for general informational purposes only and is not intended as legal advice. Probate procedures depend on the specific facts of each situation, and individuals should consult with an attorney regarding their particular circumstances.
