California Affidavit of Small Estate

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California Affidavit of Small Estate

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Our California Affidavit of Small Estate team can help you administer California Probate and Trust Estates in accordance with California Probate Law and the California Probate Code. We practice in all California Probate courts.

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California Affidavit of Small Estate

Probate Code Sections 13100 to 13101

YOU MAY DOWNLOAD THE FREE CALIFORNIA SMALL ESTATE AFFIDAVIT FORM AND INSTRUCTIONS HERE:

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Name:

State:

Zip Code:


We respect your privacy. Please be sure to click on the authorization email to receive future emails from our office. The request for the form does not create an attorney-client relationship between us.



As of January 2012, the Small Estate value is $150,000, excluding certain types of assets.

What if the company or pension plan does not pay you upon presentation?

You will need legal representation if the company holding the asset does not pay you upon presentation.

California has strict rules about companies which do not comply with the Affidavit of Small Estate and refuse to pay, allowing you to bring a court action and recover the asset and the attorneys fees.

What other type of advice will I need?

You will also need tax advice if the asset you are collecting was a tax deferred asset. If you don't know whether or not an asset is tax deferred, you will need legal advice and tax advice.

How do I retain your firm to collect the asset?

Email Us with the facts relating to your case, then call our office at 818-340-4479 for a telephone consultation. We must be formally retained to be able to advise you. We will send you a fee agreement for your review and address various methods of collection.

In order to be able to represent you, the asset you are collecting must be located in California OR you must be a California resident.

Do you accept contingency cases to collect these assets?

On occasion, we evaluate each case to see if it is appropriate for a contingency fee arrangement. Not every case is a good fit for a contingency fee arrangement. Please email us if you need representation on a contingency fee basis relating to collection based on a Small Estate Affidavit.

What are the most common things heirs do after collecting a small estate?

1. Pay-off high interest debt such as credit cards.

2. Start a new business.

3. Start to plan to buy a new house.

We can help advise you in determining which of the above is best for you. Please call us at 818-340-4479 to schedule a consultation.

Can you refer me to a local attorney?

While we only practice in California, we are part of a network of attorneys through out the United States. We can refer you to a probate attorney in all fifty states.

We are your California Affidavit of Small Estates.

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