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Ten Steps for Becoming the Guardian of a Probate Estate in California

Ten Steps for Becoming the Guardian of a Probate Estate in CaliforniaBecoming a guardian over an estate that has beneficiaries who are minors, is not a simple process. Under California probate laws, minors cannot receive large inheritances outright. A guardian needs to be appointed to oversee the assets until the minor reaches age 18. However, in some cases the minor could possibly receive their inheritance only if they are able to prove that he or she is able to handle the inheritance on their own.  If your minor child is the beneficiary of an estate, contact an experienced probate administration attorney in California right away for assistance.


10 Steps to Becoming Appointed Guardian of an Estate with Beneficiaries who are Minors:

  1. First, consult with an experienced San Diego probate lawyer for guidance, it is important to carefully follow the steps to obtaining an appointment.
  2. Petition the California probate court for appointment as guardian of the estate.
  3. Explain your relationship to the child.
  4. Outline the amount of money that the child will receive.
  5. Purchase a bond with an insurance company if the court requires.
  6. In the alternative, hold the funds in a blocked account with a bank or brokerage.
  7. Inform all relatives of the petition for appointment by giving proper notice.
  8. File the petition at the appropriate probate court.
  9. Prepare an Order for the judge to sign that outlines your requests with regard to the assets and appointment.
  10. Attend a hearing, if necessary.

Becoming a guardian is just one aspect of an estate administration that requires the guidance of a legal professional. As you can see, there are various steps that take place in the process of becoming a guardian. The process can quickly become overwhelming and it is best to receive guidance and honest legal advice from an expert. Our article, San Diego Will & Trust: Do You Need a Probate Lawyer in California, offers more information about when finding an attorney is important. Contact an experienced San Diego probate attorney today for further guidance. Call the Grossman Law Firm at (888) 443-6590.

Scott Grossman

Scott Grossman


The Grossman Law Firm, APC · 525 B Street, Suite 1500, San Diego, CA 92101 · (951) 523-8307

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