Probate Knowledge Center

Small Estates and Avoiding Probate

Thresholds and simplified transfer procedures in California.

• Can I avoid probate if the estate is small?California offers simplified procedures for smaller estates that can avoid full probate when the value falls under the statutory threshold.
• What is the California small estate affidavit?A small estate affidavit lets heirs collect certain assets without formal probate when the estate is under the statutory limit.
• Can I transfer real estate without full probate?Sometimes. California offers a petition to transfer real property of small value and other tools that can avoid full probate for a home.
• What assets avoid probate?Assets in a trust, held in joint tenancy, or with named beneficiaries generally pass outside probate.
• Can I transfer bank accounts without probate?Yes, in many cases, through payable-on-death designations, joint ownership, or a small estate affidavit under the threshold.