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If you need to wrap up the affairs of a deceased family member or friend in California, you can save attorney fees by handling the probate process yourself.
How to Probate an Estate in California supplies all the instructions, explanations and support you need. You may even be able to handle the whole process by mail, without setting foot in the courthouse. Learn how to:
*read a will *determine who inherits property if there is no will *handle probate paperwork *collect life insurance and other benefits *transfer community property to a surviving spouse or domestic partner *pay bills and taxes *distribute property left through trusts
The completely updated 17th edition explains the latest laws, estate taxes and forms for the current year.
- Sales Rank: #3230377 in Books
- Brand: Brand: Nolo
- Published on: 2006-03-30
- Original language: English
- Number of items: 1
- Dimensions: 10.50" h x 8.25" w x 1.25" l,
- Binding: Paperback
- 448 pages
- Used Book in Good Condition
Review
This book was easy to follow and saved me thousands of dollars. -- F.B., Long Beach, CA
About the Author
Julia Nissley was Probate Administrator with the Los Angeles law firm of Silverberg, Rosen, Leon & Behr for many years. She is an honors graduate of the Attorney Assistant Training Program in Probate Administration at the University of California Los Angeles School of Law, and a member of the UCLA Attorney Assistant Alumni Association and the Los Angeles Paralegals Association. Julia is a native Californian and enjoys playing tennis and riding trains with her husband, Ron. Author of How to Probate an Estate, Julia now operates her own probate typing service for all California counties, handling all kinds of probate paperwork through the mail or in person.
Most helpful customer reviews
37 of 37 people found the following review helpful.
Indispensable - a tremendous value at twice the price!
By mike
As a layman with no legal experience whatsoever, I acted as executor and recently concluded probate... from another state entirely, without ever having set foot in California! All of the court-related matters were handled through the mail/fax thanks to the indispensable guidance of this book.
Even if you're not acting as executor (or can't decide if you should), any party to probate should consider this book a "must-have". It is written for an executor but there is so much information on the 'mysterious' court procedures, anyone involved in a CA probate would be well-served by purchasing this book if for nothing other than to know "what is probate?" and "what is going on?"
As executor, it's easy enough to find the forms on California court sites, and some (sites) have sketchy details to assist in filling them out (the court probate examiner informed me the most common cause of delays in an individual probate case is due to improperly filled out forms). But even this relatively simple step requires you have an understanding of how the civil court system works; something I am fairly certain too few people have (myself included). Not only does this book familiarize you with the court system and its procedures (a rewarding learning experience in its own right), as well as gameplan the (typical) entire probate process but shows in explicit detail how to fill out every line of every form you'll most likely need.
None of this is to say probate is easy - I have not found mine to be and the estate was relatively simple. DIY probate is a lot of (detail/organizational) work. But I believe a large amount of the work involved for the first-time DIYer is due to unfamiliarity with the law, court procedures and its paperwork. Reading the book gave me the confidence that even so, I could do it myself and consult with an attorney on occasion rather than just washing my hands of it (and a pile of cash) by turning probate over to an attorney at the outset.
I was fortunate in that my probate case was relatively straightforward to be handled as it was. But even if it weren't, you MUST arm yourself with information of this nature if you're considering hiring an attorney. Get that information in one topical, detailed and pleasant-reading book.
Thanks so much Julia!
11 of 12 people found the following review helpful.
Be your own lawyer
By Andrew B. Hopper
When you probate an estate yourself, you're your own lawyer. Fortunately Nissley, et al, and the State of California have made this possible for typical small family estates. Working through our own actual situation, with the help of this book, provided a much-needed education about what to do and what not to do in planning my own estate matters. What the book doesn't address is the difficulty the Executor or representative faces in managing through the attitudes, complaints and opinions of the others affected by the death of a loved one.
This edition seems to have been edited piecemeal to keep up with changing laws and tax matters, and some of the references within the book are incorrect. But my main objection is the unhappy practice in the book of requiring the reader to keep referring to other sections of the book to complete a form or prepare for a filing.
35 of 36 people found the following review helpful.
This is THE Book To Have
By A Customer
Nolo Press, the publisher, has hits and misses. This book is a direct hit, surpassing any and all other books of its kind. It allows for an overview, but also provides substantial detail, providing copious forms and examples for illustration and assistance. The book is addressed to the market in California, and all the forms and Probate Code citations relate to California, but even residents of other States will find a wealth of information and suggestions to consider. The book may seem pricey compared to others of its kind, but the others are a waste of money set next this resource. If you're going to be involved in the administration of an estate, and intend to do your best, let this great guide help you do it.
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