California Probate Timeline Overview
Every estate is different, but the timeline below gives a simplified look at common probate milestones.
Step 1 File the Petition for Probate
The probate process usually begins when a petition is filed with the court. This asks the court to open the estate and appoint a personal representative.
Step 2 Notice and Court Hearing
Notice may need to be given to interested parties and published as required. The first court hearing often happens several weeks after filing, depending on the court calendar.
Step 3 Letters Are Issued
Once the court appoints the executor or administrator, the court may issue Letters Testamentary or Letters of Administration. These documents give the personal representative authority to act for the estate.
Step 4 Inventory and Appraisal
The personal representative identifies estate assets, including real estate, personal property, financial accounts, and other assets. An appraisal may be required for estate property.
Step 5 Notice to Creditors
Creditors may have time to file valid claims against the estate. These claims can include debts, medical bills, taxes, liens, judgments, or other obligations.
Step 6 Real Estate Decisions
If the estate includes a home, the personal representative may need to decide whether to sell, maintain, repair, rent, or prepare the property for market.
Step 7 Final Accounting and Petition for Distribution
After debts, expenses, property matters, and estate administration tasks are handled, the personal representative may file a final accounting and request approval to distribute remaining assets.
Step 8 Distribution and Closing the Estate
Once approved by the court, remaining assets are distributed to heirs or beneficiaries. The estate can then move toward discharge and closure.