What is the probate threshold in California?

Kavesh, Minor & Otis — Trusted Estate Administration & Estate Planning Attorneys In Torrance Serving the Greater South Bay

What is the probate threshold in California?

California allows simplified procedures for certain estates that fall below statutory value thresholds, although special rules apply to real estate and excluded assets. These thresholds change periodically under California law, so families should avoid relying on outdated online information.

Even when simplified procedures are available, proper legal guidance often helps avoid title and liability issues later.

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Peter Keon of Kavesh, Minor & Otis provided excellent consultation for preparation in determining if Edward Jones Trust Company would act as a Successor Trustee. We highly recommend his Trust services. James & Camille, Hermosa Beach
Last week we completed with the law firm of Kavesh, Minor & Otis, the updating of our Trust. The specifics were handled by Peter Keon, who was very professional, competent and helpful. He went through in detail our 2+ inches thick, very useful, and complete Trust manual. We strongly recommend Kavesh Law Firm if you are interested in a reliable implementation of your trust. Maud & Tonis T., Manhattan Beach
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Peter Keon of Kavesh, Minor & Otis provided excellent consultation for preparation in determining if Edward Jones Trust Company would act as a Successor Trustee. We highly recommend his Trust services. James & Camille, Hermosa Beach

Last week we completed with the law firm of Kavesh, Minor & Otis, the updating of our Trust. The specifics were handled by Peter Keon, who was very professional, competent and helpful. He went through in detail our 2+ inches thick, very useful, and complete Trust manual. We strongly recommend Kavesh Law Firm if you are interested in a reliable implementation of your trust. Maud & Tonis T., Manhattan Beach

★★★★★ “I had a positive experience managing my Executor role for my Uncle Tony’s estate. Working with Tammy Ng over several months, I found her unfailingly kind, understanding of my delinquent responses, helpful, brief, and delightful. I would strongly recommend working with this firm and ask for Tammy.” Thomas M.

★★★★★ “Great review of our trust. Jane Lee very efficient and easy to talk to and gave us good advice as to how to avoid problems in the future.” Fred P.

★★★★★ “I am with Kavesh, Minor & Otis since 1996. Jane earned my trust. She always gave me good advice. I feel confident that she will make sure that the transition to the successor trustee will be smooth when I am gone. I also know that the company she recommended as successor trustee is trustworthy.” Agnes F.

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Experience and Expertise. Estate planning and post-death administration are all we do. Our attorneys have over 70 years of combined expertise in the field, and and all of our attorneys have passed an additional Bar examination and peer review process to become State Bar Certified Specialists in Estate Planning, Trust and Probate Law. Two of our attorneys also have Master’s Degrees in Tax Law, giving us unique insight into how estate tax and income tax will affect your family’s inheritance.
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What is the probate threshold in California?

What is the probate threshold in California?

Kavesh, Minor & Otis — Trusted Probate Attorneys In Torrance and Serving the Greater South Bay

When You Want the Best for Your Loved Ones, Choose Us.