Do I need a lawyer for probate in California?

Asked by: Theresa Schowalter  |  Last update: June 11, 2025
Score: 4.4/5 (73 votes)

No, you are not required to have a lawyer to probate a will in California. However, the process can be complicated, and it may be beneficial to consult with an attorney or a probate consultant like ClearEstate to ensure that the process is carried out correctly.

Can I do my own probate in California?

Can I Do Probate on My Own, Without an Attorney? It's entirely possible to complete all the steps of probate on your own, without an attorney representing you.

Do I need an attorney for probate in California?

In most cases, the person requesting appointment as personal representative (executor or administrator) hires an experienced probate lawyer to prepare and file a Petition for Probate. In some cases, the person requesting appointment will handle the probate without hiring a lawyer, as discussed above.

What is the average cost for a probate attorney in California?

Probate lawyer costs in California typically include statutory fees based on the estate's value, which are 4% of the first $100,000, 3% of the next $100,000, and so on. Additional extraordinary fees may apply for complex tasks. Are California probate fees higher for complex estates?

How much money before probate is required in California?

It is here that it is determined if probate is required. If the total of all assets of the estate is below $166,250 or if there aren't any assets that require a complex transfer, the estate may not require a probate in California.

Do I Need A Lawyer During Probate in California?

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How to avoid probate in California?

How to Avoid Probate in California
  1. Creating a Living Trust.
  2. Setting up a Joint Ownership.
  3. Payable-on-Death Designations for Bank Accounts.
  4. Transfer-on-Death Registration for Securities.
  5. Transfer-on-Death Deeds for Real Estate.
  6. Transfer-on-Death Registration for Vehicles.

How long does the average probate take in California?

California law mandates that probate be completed within one year of an executor or administrator being appointed to their role by the court. Typically it takes 12 to 18 months, though, and large or complex estates can take even longer. Executors or administrators can file extensions to resolve any complications.

Who pays for probate in California?

The fees to administer an estate are generally set by law as a percentage of the total value of the estate. Fees may be paid from the estate to the personal representative and, if there is one, the personal representative's attorney. Fees are usually not paid until the end of the entire probate case.

How much does a probate lawyer take?

You can get an idea of how high these fees are by looking at California's statutory fee schedule. For "ordinary" services, a lawyer can collect: 4% of the first 100,000 of the gross value of the probate estate. 3% of the next $100,000.

Why is California probate so expensive?

The cost of probate in California generally has several components to it. Some of the more common costs include compensation for the personal representative and their attorney, extraordinary fees and appraisal fees.

What happens if you don't file probate in California?

By not filing probate on time, creditors may take it into their own hands to open probate, since their creditor claims generally will be time-barred after a year from the decedent's date of death. This would leave the decedent's assets in the hands of a third party instead of someone they trust.

How to calculate probate fees in California?

The formula for calculating fees is found in California Probate Code Sections 10810 and 10811, and is based upon the estate accounted for, as follows: 4% of the first $100,000. 3% of the next $100,000. 2% of the next $800,000.

Do all wills have to go through probate in California?

In California, probate is common for wills, but not all wills are required to go through probate. Some people prefer to avoid probate because it can be an extensive and costly process. There are certain situations where probate is avoidable. You have a living trust.

Do bank accounts go through probate in California?

A: In the simplest terms, yes, all bank accounts that were owned by a deceased individual are subject to probate in California if the total value of the estate exceeds $166,250.

What are the disadvantages of the probate process?

The Cons of Probate in California
  • Time-Consuming Process. Delays in Asset Distribution: Probate can be time-consuming, causing delays in asset distribution, which may not be ideal for heirs in need of quick access to funds. ...
  • High Costs and Fees. ...
  • Lack of Privacy. ...
  • Potential for Family Conflict.

What assets are exempt from probate in California?

Assets Not Usually Included in California Probate

Any assets for which a beneficiary has already been designated (via “transfer upon death” (TOD) designations or “payable on death” (POD) designations), which can include bank accounts, retirement accounts and insurance policies.

How to find a good probate lawyer?

If you know someone who has experience with a given attorney, ask them what they thought. If you do not know anyone who has hired a probate attorney before, go through the testimonials they should have available on their website. Related links: An Overview of California's Probate Process.

How much does an estate have to be worth to go to probate in California?

Minimum Estate Value for Probate in California

Generally, if the estate is valued at $184,500 or more, it may be subject to full probate. However, estates valued under this threshold may qualify for simplified probate procedures, such as a small estate affidavit or summary probate.

What is the executor fee in California?

California has one of the most detailed schemes, which provides that the executor fee is four percent of the first $100,000 of the estate, three percent of the next $100,000, two percent of the next $800,000, one percent on the next $9 million, one-half of one percent on the next $15 million, and a “reasonable amount" ...

Who gets paid first in probate California?

The sequence personal representatives follow

Under California probate laws, payment should be made in the following order: Debts to the U.S. government and the state of California. Estate administration expenses. Secured obligations.

Can you avoid probate in California?

Avoiding the probate process

Joint tenancy ownership — If you have assets such as bank accounts or a home or vehicle, adding one or more names to the account or title will allow that individual (or those individuals) to take full ownership of the asset after your death without having to undergo probate.

How long do you have to file probate after death in California?

120-day deadline: A petition for probate must typically be filed within 120 days of the decedent's passing. This step formally begins the probate process, allowing the court to appoint an executor or administrator to handle the estate.

How much does a probate lawyer cost in California?

In California, Probate Attorney fees and Executor commissions are determined by California Probate Code §10800 & 10810 and are based on the gross value of the estate. As of 2025, the statutory attorney and executor probate fees in California are as follows: 4% on the first $100,000. 3% on the next $100,000.

Can property be transferred without probate in California?

You can transfer property without opening probate if the estate is valued under a set amount. That amount changes every few years and is based on the year the person passed away. You can find the latest limits in Maximum Values for Small Estate Set-Aside & Disposition of Estate Without Administration (form DE-300).

How long after probate granted will I get my money in California?

Q: How Long After Probate Is Granted Will It Take to Get My Inheritance in California? A: The representative of the estate is required to get you your money within one year of the beginning of the probate process. If a federal estate tax is filed as part of the probate process, the deadline extends to 18 months.