Small Estates in California

 As of 2025, a "Small Estate Affidavit" in California allows heirs to bypass probate for a deceased person's primary residence valued up to $750,000, significantly expanding the use of this document compared to previous limits; essentially, if the total value of the estate, including the primary residence, falls under this threshold, the heir can use the affidavit to claim the property without going through a complete probate process.

A decedent’s real property used as a primary residence may be disposed of outside of probate administration when the gross value does not exceed $750,000. In lieu of probate administration, a successor may petition the court to determine succession. This increased limit will be in effect for the period starting April 1, 2025, through March 31, 2028, after which the value would be adjusted at a three-year interval based on the Consumer Price Index.

Serving all 58 California Counties

Jim W Hildreth

270 Barretta St, Ste E

Sonora, CA. 95370

(209) 988 3905

Email JimW.Hildreth@gmail.com

JimWHildreth@Zmail.com

Zoom Appointments or Consultation Jim W Hildreth