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By: Scott Grossman on April 12th, 2018

10 Steps to Speed Up the California Probate Administration Process:

As the person in charge of administering an estate, you are likely aiming to complete the process as quickly and efficiently as possible. There are certain factors that may exist within an estate administration that increase the length of time that it takes to probate the estate. Some of these factors are outside of your control. There are, however, certain steps that the personal representative of an estate can take that can help speed up the California probate administration process.

Tips to help speed up the California probate administration process:

  1. First of all, prior to your initial meeting with your estate attorney, gather all relevant paperwork for the probate administration. This may include copies of the will or trust, bank statements, bills, deeds, and stock certificates.
  2. Then obtain multiple certified copies of the death certificate early in the estate administration process. You will likely need these as time passes, and obtaining them upfront may save some hassle and delay.
  3. Create a list of the names and addresses of all beneficiaries and heirs.
  4. Create a list of all known creditors.
  5. Keep an organized accounting of all bills, expenses, and income of the estate.
  6. Furthermore, set up a new bank account specifically for the estate.
  7. Additionally, obtain a tax ID number for the estate.
  8. Also, keep all probate administration paperwork in an organized file.
  9. Seek the assistance of an experienced attorney who can guide you quickly and efficiently through the administration process.
  10. Lastly, order appraisals for all applicable property as early in the process as possible.

In conclusion, to learn more about estate administration in California, view our free guide, The Insider’s Guide to California Probate and Trust Administration. Contact an experienced probate administration attorney today for a consultation by calling our toll-free number, (888) 443-6590, or by filling out our quick and easy online form. It would be our pleasure to assist you.

Estate (noun):

An estate includes the things that a person owns. The things left by someone who has died can be distributed based on a Will, Trust, or Intestate laws. Estates have to be administered in the Probate Court if the estate meets certain criteria.


Probate (noun):

The process of proving in court that the will of a person who has died is valid. It involves proving before a competent judicial authority that a document offered for official recognition and registration as the last will and testament of a deceased person is genuine. Not all wills must go through this in California.