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our process

Gather:

Week 1: Before opening a case in California probate court, an experienced probate estate/administration specialist can help the executor review all of this information in order to make sure everything is set and ready for probate administration. CLICK THE CIRCLED NUMBER TO CONTINUE READING BELOW

Implement:

Month 1: No one should rely on boilerplate forms for California probate/estate administration. Whether your situation is simple or complex, Probateco uses state of the art software to provide you with the very best and most up to date estate administration solutions available. CLICK THE CIRCLED NUMBER TO CONTINUE READING BELOW

Close:

Month 3 & 6-8: File a closing statement with the court. After all assets have been distributed to the beneficiaries of the estate, the estate representative files a closing statement with the court. This is the final step in the probate process. CLICK THE CIRCLED NUMBER TO CONTINUE READING BELOW

1

Gather

Week 1: Before opening a case in California probate court, an experienced probate estate/administration specialist can help the executor review all of this information in order to make sure everything is set and ready for probate administration. With legal assistance at one's side, the executor or representative can also be sure that he or she is taking all the appropriate steps so that it can be done without error. While this is not an easy thing to get through, with assistance it can be completed as swiftly and smoothly as possible.

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Close:

Month 3: Inventory and appraise the estate property, if needed. Once the property is appraised and inventoried, then the personal representative [aka the executor aka the administrator] is in a position to sell the property. Once the property is sold and the proceeds are placed in a separate bank account for the estate, the estate can be closed if all the creditors have been paid.

Months 6-8: If the property is sold relatively quickly, then the personal representative files his or her report and accounting promptly, then in approximately 6 months one “should” be able to obtain the closing order and distribute the property either in kind or by way of cash in the 7th or 8th month. MOST UNCONTESTED MATTERS CONCLUDE IN ABOUT 6 MONTHS.

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Implement:

Month 1: File and prepare a petition for probate, serve the interested parties, provide the court with a proposed order, publish notice of the proceedings.

Month 2: Obtain the court order for probate as well as letters, send out a notice to creditors as well as required notices to various governmental entities.