How to Use California Probate FormsWhy the filing path comes before the form number
The form finder groups records such as Small Estate Affidavit, Affidavit re Real Property of Small Value, Petition to Determine Succession to Primary Residence, Spousal Property Petition so you can start with the likely procedure rather than one isolated form number.
Use source links such as California Courts - Probate Forms, California Courts Self-Help Center, California DMV to locate official forms and verify which documents belong in the packet.
California Form Prep ChecksCounty packet rules and the records to gather before filing
Choose the filing path
Common filing paths in this data include Small Estate Affidavit (Prob. Code § 13100), Affidavit re Real Property of Small Value + Small Estate Affidavit, Petition to Determine Succession to Primary Residence, Spousal Property Petition. Match the estate facts to the correct path before preparing forms.
Verify the county packet
Check the county Superior Court probate department or local filing-office instructions for coversheets, copy rules, appointments, fees, and filing methods.
Pull supporting records first
Collect the original will if one exists, certified death certificates, asset values, deed or title records, heir and beneficiary details, and creditor information before filling out the packet.
Frequently Asked Questions
Where can I get California probate forms?
How do I know which California probate form I need?
Can I file California probate forms without an attorney?
What should I gather before filling out California probate forms?
California Official Forms and SourcesOfficial references used for this page
- California Courts Probate FormsCalifornia Courts Probate Forms. Accessed 2026-01-14.
- California Probate CodeCalifornia Probate Code. Accessed 2026-01-14.
- California Courts Self-Help CenterCalifornia Courts Self-Help Center. Accessed 2026-01-14.
- California DMVCalifornia DMV. Accessed 2026-01-14.
Information current as of January 9, 2026
Settled Estate is not a law firm, and this content is for informational purposes only and does not constitute legal advice. Probate laws and procedures in California can change. Consult with a qualified attorney for advice specific to your situation. Full disclaimer.