CaliforniaGuides9 min read
California Small Estate Affidavit: $208,850 Threshold Guide
California small estate affidavit guide. Collect assets under $208,850 without probate using the affidavit procedure.
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Probate Guides & Estate Settlement Articles
Search probate guides, practical articles, and estate settlement resources.921 in-depth guides • 86 blog posts
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GuideCaliforniaSupport Guide10 min read
California Spousal Property Petition Cost, Timeline, and DE-221 Guide
California spousal property petition (DE-221): court fees, when no fee is due in a pending probate, notice rules, and transferring community property.
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GuideCaliforniaSupport Guide8 min read
California Step-Up in Basis: Double Step-Up Tax Advantage
California double step-up in basis. Learn how community property eliminates capital gains taxes and saves heirs thousands.
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GuideCaliforniaSupport Guide7 min read
California Succession to Real Property: $750,000 Threshold Guide
Transfer a California home under $750,000 without probate. Learn the 2025 AB 2016 rules, requirements, and step-by-step process.
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GuideCaliforniaSupport Guide8 min read
California Transfer on Death Deed: Complete TOD Guide
How a California TOD deed avoids probate on your home: two-witness + notary rules, the 60-day recording deadline, revocation, and Prop 19 tax impact.
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GuideCaliforniaSupport Guide8 min read
California Trust Administration After Death
California trust administration after death. Learn trustee duties, timelines, required notices, and how it differs from probate.
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GuideCaliforniaSupport Guide9 min read
California Trust Modification: How to Change an Irrevocable Trust
California trust modification and termination. Learn how to change irrevocable trusts through decanting, court petition, or consent.
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GuideCaliforniaSupport Guide9 min read
California Will Requirements: How to Make a Valid Will
California will requirements. Learn what makes a will valid, witness rules, holographic wills, and mistakes that invalidate wills.
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GuideCaliforniaSupport Guide8 min read
Federal Estate Tax for California Residents
Federal estate tax for California residents. Learn the current federal exclusion amount, tax rates, portability, and planning strategies.
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GuideFloridaSupport Guide10 min read
Florida Ancillary Probate: Guide for Out-of-State Property Owners
Florida ancillary probate explained: when it's required, the process for out-of-state residents with Florida property, and how to avoid it.
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