1Immediate Actions
The first days
First: Get Death Certificates
Required for everythingModoc County Clerk
Office info
Secure the Property
- Lock the residence and secure valuable items
- Forward mail to a responsible family member
- Make a list of what you find (don't throw anything away yet)
Locate Important Documents
2Required by Law
First 30 days
Deposit the Will
Within 30 days after the person dies, the person who has the decedent's will must file it with the superior court of the county in which the decedent lived. (California Probate Code section 8200)
Creditor claim window
Creditors generally have 4 months from date letters are first issued to a general personal representative to bring claims against the estate. (California Probate Code sections 9100-9103)
Notify Key Parties
- Banks and credit card companies (to prevent unauthorized use)
- Social Security Administration (1-800-772-1213)
- Employer (if applicable) for final paycheck and benefits
3Assess Your Situation
Before filing anything
Which probate type is right for you?
Small estate? If the estate is worth less than the California small-estate limit (shown on the options below), you may qualify for simplified procedures.
Is there a valid will? If yes, you'll file for probate with will. If no will exists, it's intestate probate.
Complex assets? Business interests, real estate in multiple states, or contested claims may require formal probate.
Select a probate type below to see specific requirements and costs.
Which applies to your situation?
Not sure? Use the free checker at the top of this page - you don't have to decide this alone.
Simplified procedure for small estates under Probate Code section 13100. If you have legal right to inherit personal property and the estate is worth $208,850 or less (deaths on or after April 1, 2025, per Judicial Council form DE-300), you may not have to go to court.
- Total estate value must be $208,850 or less (Prob. Code 13100)
- Have legal right to inherit the property
- At least 40 days must have passed since date of death
- No probate case pending in California
- Qualifies:
- $208,850 or less (statewide, deaths on or after April 1, 2025)
- Attorney:
- not required by law, though many families use one
Documents you'll need:
- Affidavit for Collection of Personal Property (can be custom or form)
- Certified Death Certificate
- Proof of identity
Petition to court to transfer decedent's principal residence without full probate.
- Property must be decedent's principal California residence
- Property value must be $750,000 or less
- At least 40 days must have passed since death
- Qualifies:
- $750,000 (decedent's principal residence only, as of April 1, 2025)
- Attorney:
- not required by law, though many families use one
New threshold effective April 1, 2025 per Assembly Bill 2016
Petition for disposition of community property without administration. Faster than full probate when surviving spouse is entitled to all community property.
- Decedent was survived by spouse or registered domestic partner
- Property is entirely community property
- No probate pending
- Spouse files petition with affidavit (Form DE-221)
- Qualifies:
- Surviving spouse receives community property
- Attorney:
- not required by law, though many families use one
Documents you'll need:
- Spousal or Domestic Partner Property Petition (DE-221)
- Certified Death Certificate
- Proof of marriage/domestic partnership
Full probate administration. Required when the estate exceeds the statewide small-estate ceiling of $208,850 (Prob. Code 13100). An executor (if there is a will) or administrator (if no will) is appointed by court as personal representative to collect assets, pay debts and expenses, and distribute remainder to beneficiaries under court supervision.
- Decedent must have resided in California at time of death, or owned property in California
- Personal representative appointed to administer estate
- Notice to creditors and beneficiaries required
- Inventory and appraisal of estate assets (probate referee)
- Annual accounting if administration exceeds 1 year
- Qualifies:
- Estates over $208,850 (statewide, deaths on or after April 1, 2025)
- Typical duration:
- 9 months to 1.5 years, maybe longer
- Attorney:
- not required by law, though many families use one
Documents you'll need:
- Petition for Probate (DE-111)
- Certified Death Certificate
- Original Will (if any)
- Notice of Petition to Administer Estate (DE-121)
- Duties and Liabilities of Personal Representative (DE-147)
- Inventory and Appraisal (DE-160)
- Notice of Administration to Creditors (DE-157)
- Final Accounting and Petition for Distribution
4File for Probate
Where to file, forms & fees
Where to File
Free Filing Help Available
Modoc County Self-Help Center can help you understand forms and filing requirements at no cost.
Visit Self-Help Center