Legal Question in Wills and Trusts in California

My mother died in October, naming me and my brother as co-executors of her estate. Because I need to get a Letter Testamentary, I need to file a Petition for Probate, even tho her estate is under $25,000. The first question on this form is what newspaper I'm publishing ... something in, I guess it's the notice of my intention to administer the estate. My first question is, will there need to be a hearing in probate court so I can get this letter? If so, do I have to attend? My second question is, can I just publish a death notice in the newspaper, or do I have to pay 100s of dollars to publish a lengthy notice?


Asked on 12/23/10, 2:55 pm

3 Answers from Attorneys

Gary R. White Burton & White

Why are Letters Testamentary needed if the value of the estate is less than $25,000? A specifically worded publication is required in a proper newspaper. A hearing is also required and it is likely that you will need to attend the hearing. Consulting with an attorney is advisable.

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Answered on 12/28/10, 3:16 pm
Michele Cusack Pollak & Cusack

As Mr. White said, you should not need to file a Petition for Probate at all if your mother was a California resident and the estate is worth less than $100,000. If you do, there is a Judicial Council form specifying the exact wording of the notice required, which must be published in a newspaper of record in the jurisdiction where your mother resided. You'd have to check the local rules of the County Superior Court.

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Answered on 12/28/10, 4:36 pm

Go to Nolo.com and get a copy of their book on probate. It will save you a lot of trouble and expense. If you still can't figure out what you need to do, then you will need to call a local lawyer.

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Answered on 12/30/10, 5:27 pm


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