What is Probate?
Probate is defined as a legal proceeding that is used to wind up a person's legal and financial affairs after death. In California probate proceedings are conducted in the Superior Court for the county where the decedent lived, and can take a minimum of six months and as long as several years. There is no legal requirement for Small Estates valued at under $100,000.

What Happens During Probate?
The person who is nominated in the will as executor files a petition asking that he or she be appointed as executor. If there is no will, the Probate Code provides a list of persons who have priority to petition to become executor. The will also is filed with the petition, and notices are sent to the heirs and/or relatives to let them know when the hearing will be held. If there are objections to the petition, or if the validity of the will is contested, the hearing will be used to resolve any problems that have arisen. In some cases this may mean that the validity of the will is not upheld, or that some other person than the original petitioner is chosen to administer the estate. In most cases, however, there is no objection and the petition is granted. The executor then makes an inventory of the estate's assets, locates creditors, pays bills, files tax returns, and manages the estate assets. When all of the duties of the executor are completed, another petition is filed with the court asking that the estate be distributed to the heirs. If this petition is granted, the estate administrated is completed by distributing the assets to the heirs and filing final tax returns.
You may need to:
Track Inventory by type, amount, character, who evaluates, etc
Track inventory interest and dividend information
Track the character of each inventory item (community property. etc.)
Prepare Appraisement worksheets and track assets for the Inventory
Keep complete case information and notes
Track non-probate inventory
Track creditor claims
Keep complete case information and notes
Balance accountings
Keep accounting and recapitulations schedules on-line
Keep a database of court names and addresses
Record information about decedent's family and any opposing counsel
Enter supplemental inventories and appraisals

Learn More About the Probate Process