The Probate Timeline
Prepare and File Petition for Probate
Court hearing on the Petition for Probate
The following are issued: Letters of Administration, Orders for
Probate, Duties and Liabilities, Issue Bond (if ordered), & **Letters of Testamentary ** 2-4 months (if not contested)
Notice to Creditors
Notice to Department of Health Services Inventory & Appraisement
Pay State and Federal Taxes (if necessary)
Allow or Reject Creditor Claims
Possible Preliminary Distributions
Notice to Department of Health Services (if deceased received medical)
Notice to Franchise Tax Board (if the heir is out of state)
Claim of Exemption (if assets transfer to a minor)
Receive Final Tax Letter from State and Federal (if appropriate)
File Petition for Final Distribution and Accounting
Hearing on Petition for Final Distribution and Accounting
Order Approving Final Distribution and Accounting
Distribution of Assets to Heirs
Final Discharge Order (indicates close of probate case)
Final Distribution of Funds
This list is a general probate timeline and I recommend you seek a qualified professional in your area.
I hope you find a value in this over view for the probate process from start to finish.
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Links: Probate Court San Luis Obispo and Santa Barbara County information.
JoAnn Outland Central Coast Real Estate Broker, 1200 Sold+ Homes.
My Direct Line is 805-441-5574 or email me [email protected]
Outland and Associates Real Estate