This process is necessary to transfer ownership of the deceased person’s property and assets to their rightful heirs. Without probate, the assets of the deceased person may remain in legal limbo, which can create issues for the deceased person’s family and heirs.
The DE-111 California Probate form is a petition for probate of will and for letters testamentary, which is used to initiate the probate process in California. The form must be filled out and filed with the appropriate court in the county where the deceased person lived at the time of death.
To fill out the DE-111 form, you will need the following information:
- The full name, address, and phone number of the person who died (the “decedent”)
- The date and place of the decedent’s death
- The names and addresses of the decedent’s surviving spouse, children, and any other heirs
- The names and addresses of any executors or administrators named in the will, if there is one
- A copy of the will, if one exists
It is important to be as accurate and complete as possible when filling out the DE-111 form, as any inaccuracies or omissions can delay the probate process.
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Estate Planning
Estate planning is the process of establishing a Trust, Will, Durable Power of Attorney, and other related documents during your lifetime.
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Probate
Probate is the legal proceeding supervised by the Superior Court used to transfer title to assets when a person is deceased.
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Families with substantial estates require additional strategies beyond a typical Estate Plan to reduce and offset Estate Tax liabilities.

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