California Probate Workflow Manual Revised

Publish in August 2026Handle formal and summary probate matters quickly and effectively with detailed, step-by-step instructions and comprehensive forms designed for attorneys, paralegals, and other probate professionals. Formal probate: petitioning for letters; inventory & appraisal; creditor’s claims Gathering information and managing probate workflow Summary administration Transfers of property not subject to probate administration Independent administration of estates Estate management issues: borrowing money, title disputes, executory contracts, testamentary options, petitions for instructions, sales of estate property Income and estate taxation Preliminary distribution Account, report, and petition for final distribution Transfer of assets, compensation and discharge of representative Ancillary administration Extensively cross-referenced to CEB's California Decedent Estate Practice, 2d Ed.