Helpful Links
California Courts: Wills, estates, and probate — A starting point for court-provided information about wills, estate planning, probate, and related forms.
- California Courts: Wills, estates, and advance care planning — Explains common planning documents, including wills and living trusts.
- California Courts: Simple property transfers after death — Helps families see whether property may be transferred without opening a full probate case.
- California Courts: Small estate affidavit — Explains a procedure for collecting qualifying personal property after someone dies.
- California Board of Equalization: Proposition 19 — Explains California’s property-tax rules for certain family transfers and transfers of a homeowner’s taxable value.
- Placer County Assessor: Family transfers — Provides local guidance on property-tax exclusions for qualifying transfers between parents and children or grandparents and grandchildren.
- California Franchise Tax Board: Estates and trusts — Covers California income-tax filing for estates and trusts, including Form 541.
- California Secretary of State: Advance Health Care Directive Registry — Explains the option to register an advance health care directive so it can be located when needed.
- California Department of Public Health: Certified death records — Explains how eligible people can request a certified California death certificate.
- California State Controller: Unclaimed property search — Lets families search for forgotten money or other property that may belong to a deceased person.
- California Department of Health Care Services: Medi-Cal Estate Recovery — Explains when the state may seek repayment from a deceased Medi-Cal member’s estate and where to find information about exemptions.
- IRS: Estate and gift taxes — Provides federal guidance on taxes that can apply to certain gifts and estates.
- Social Security Administration: Survivor benefits — Explains benefits that may be available to eligible family members after a worker dies.
- Placer County Superior Court: Self-Help Center — Provides local court information and assistance with forms and procedures, including probate matters.
This page is general information about California law, not legal advice. Every situation is different. Call Fick Law at (916) 209-0282 for a free consultation.