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[\/et_pb_text][et_pb_accordion open_toggle_text_color=”#C49A34″ icon_color=”#7A4D8F” disabled_on=”off|off|off” module_class=”tt-faq-blog-accordion ” _builder_version=”4.24.2″ toggle_level=”h4″ vertical_offset_tablet=”0″ horizontal_offset_tablet=”0″ hover_enabled=”0″ z_index_tablet=”0″ locked=”off” global_colors_info=”{}” sticky_enabled=”0″][et_pb_accordion_item title=”Can I rely on these answers as legal advice?” open=”on” title_tablet=”What is Elder Law? ” title_phone=”What is Elder Law? ” _builder_version=”4.24.2″ background_pattern_horizontal_offset=”0px” background_pattern_vertical_offset=”0px” vertical_offset_tablet=”0″ vertical_offset_phone=”0″ horizontal_offset_tablet=”0″ horizontal_offset_phone=”0″ background_color_gradient_direction_tablet=”180deg” background_color_gradient_direction_phone=”180deg” background_color_gradient_stops_tablet=”#2b87da 0%|#29c4a9 100%” background_color_gradient_stops_phone=”#2b87da 0%|#29c4a9 100%” background_image_width_tablet=”auto” background_image_width_phone=”auto” background_image_height_tablet=”auto” background_image_height_phone=”auto” background_horizontal_offset_tablet=”0px” background_horizontal_offset_phone=”0px” background_vertical_offset_tablet=”0px” background_vertical_offset_phone=”0px” background_pattern_style_tablet=”polka-dots” background_pattern_style_phone=”polka-dots” background_pattern_width_tablet=”auto” background_pattern_width_phone=”auto” background_pattern_height_tablet=”auto” background_pattern_height_phone=”auto” background_pattern_horizontal_offset_tablet=”0px” background_pattern_horizontal_offset_phone=”0px” background_pattern_vertical_offset_tablet=”0px” background_pattern_vertical_offset_phone=”0px” background_mask_style_tablet=”layer-blob” background_mask_style_phone=”layer-blob” background_mask_width_tablet=”auto” background_mask_width_phone=”auto” background_mask_height_tablet=”auto” background_mask_height_phone=”auto” background_mask_horizontal_offset_tablet=”0px” background_mask_horizontal_offset_phone=”0px” background_mask_vertical_offset_tablet=”0px” background_mask_vertical_offset_phone=”0px” z_index_tablet=”1″ z_index_phone=”1″ hover_transition_duration_tablet=”300ms” hover_transition_duration_phone=”300ms” hover_transition_delay_tablet=”0ms” hover_transition_delay_phone=”0ms” body_text_shadow_horizontal_length_tablet=”0px” body_text_shadow_horizontal_length_phone=”0px” body_text_shadow_vertical_length_tablet=”0px” body_text_shadow_vertical_length_phone=”0px” body_text_shadow_blur_strength_tablet=”1px” body_text_shadow_blur_strength_phone=”1px” body_link_text_shadow_horizontal_length_tablet=”0px” body_link_text_shadow_horizontal_length_phone=”0px” body_link_text_shadow_vertical_length_tablet=”0px” body_link_text_shadow_vertical_length_phone=”0px” body_link_text_shadow_blur_strength_tablet=”1px” body_link_text_shadow_blur_strength_phone=”1px” body_ul_text_shadow_horizontal_length_tablet=”0px” body_ul_text_shadow_horizontal_length_phone=”0px” body_ul_text_shadow_vertical_length_tablet=”0px” body_ul_text_shadow_vertical_length_phone=”0px” body_ul_text_shadow_blur_strength_tablet=”1px” body_ul_text_shadow_blur_strength_phone=”1px” body_ol_text_shadow_horizontal_length_tablet=”0px” body_ol_text_shadow_horizontal_length_phone=”0px” body_ol_text_shadow_vertical_length_tablet=”0px” body_ol_text_shadow_vertical_length_phone=”0px” body_ol_text_shadow_blur_strength_tablet=”1px” body_ol_text_shadow_blur_strength_phone=”1px” body_quote_text_shadow_horizontal_length_tablet=”0px” body_quote_text_shadow_horizontal_length_phone=”0px” body_quote_text_shadow_vertical_length_tablet=”0px” body_quote_text_shadow_vertical_length_phone=”0px” body_quote_text_shadow_blur_strength_tablet=”1px” body_quote_text_shadow_blur_strength_phone=”1px” box_shadow_horizontal_tablet=”0px” box_shadow_horizontal_phone=”0px” box_shadow_vertical_tablet=”0px” box_shadow_vertical_phone=”0px” box_shadow_blur_tablet=”40px” box_shadow_blur_phone=”40px” box_shadow_spread_tablet=”0px” box_shadow_spread_phone=”0px” text_shadow_horizontal_length_tablet=”0px” text_shadow_horizontal_length_phone=”0px” text_shadow_vertical_length_tablet=”0px” text_shadow_vertical_length_phone=”0px” text_shadow_blur_strength_tablet=”1px” text_shadow_blur_strength_phone=”1px” global_colors_info=”{}” toggle_text_shadow_horizontal_length_tablet=”0px” toggle_text_shadow_horizontal_length_phone=”0px” toggle_text_shadow_vertical_length_tablet=”0px” toggle_text_shadow_vertical_length_phone=”0px” toggle_text_shadow_blur_strength_tablet=”1px” toggle_text_shadow_blur_strength_phone=”1px” closed_toggle_text_shadow_horizontal_length_tablet=”0px” closed_toggle_text_shadow_horizontal_length_phone=”0px” closed_toggle_text_shadow_vertical_length_tablet=”0px” closed_toggle_text_shadow_vertical_length_phone=”0px” closed_toggle_text_shadow_blur_strength_tablet=”1px” closed_toggle_text_shadow_blur_strength_phone=”1px”]No. Individual circumstances can vary. The law can also evolve and change. These answers provide general information that was current as of drafting them and are not legal advice. [\/et_pb_accordion_item][et_pb_accordion_item title=”What is the difference between probate and trust administration?” open=”off” title_tablet=”What is Elder Law? ” title_phone=”What is Elder Law? ” _builder_version=”4.24.2″ background_pattern_horizontal_offset=”0px” background_pattern_vertical_offset=”0px” vertical_offset_tablet=”0″ vertical_offset_phone=”0″ horizontal_offset_tablet=”0″ horizontal_offset_phone=”0″ background_color_gradient_direction_tablet=”180deg” background_color_gradient_direction_phone=”180deg” background_color_gradient_stops_tablet=”#2b87da 0%|#29c4a9 100%” background_color_gradient_stops_phone=”#2b87da 0%|#29c4a9 100%” background_image_width_tablet=”auto” background_image_width_phone=”auto” background_image_height_tablet=”auto” background_image_height_phone=”auto” background_horizontal_offset_tablet=”0px” background_horizontal_offset_phone=”0px” background_vertical_offset_tablet=”0px” background_vertical_offset_phone=”0px” background_pattern_style_tablet=”polka-dots” background_pattern_style_phone=”polka-dots” background_pattern_width_tablet=”auto” background_pattern_width_phone=”auto” background_pattern_height_tablet=”auto” background_pattern_height_phone=”auto” background_pattern_horizontal_offset_tablet=”0px” background_pattern_horizontal_offset_phone=”0px” background_pattern_vertical_offset_tablet=”0px” background_pattern_vertical_offset_phone=”0px” background_mask_style_tablet=”layer-blob” background_mask_style_phone=”layer-blob” background_mask_width_tablet=”auto” background_mask_width_phone=”auto” background_mask_height_tablet=”auto” background_mask_height_phone=”auto” background_mask_horizontal_offset_tablet=”0px” background_mask_horizontal_offset_phone=”0px” background_mask_vertical_offset_tablet=”0px” background_mask_vertical_offset_phone=”0px” z_index_tablet=”1″ z_index_phone=”1″ hover_transition_duration_tablet=”300ms” hover_transition_duration_phone=”300ms” hover_transition_delay_tablet=”0ms” hover_transition_delay_phone=”0ms” body_text_shadow_horizontal_length_tablet=”0px” body_text_shadow_horizontal_length_phone=”0px” body_text_shadow_vertical_length_tablet=”0px” body_text_shadow_vertical_length_phone=”0px” body_text_shadow_blur_strength_tablet=”1px” body_text_shadow_blur_strength_phone=”1px” body_link_text_shadow_horizontal_length_tablet=”0px” body_link_text_shadow_horizontal_length_phone=”0px” body_link_text_shadow_vertical_length_tablet=”0px” body_link_text_shadow_vertical_length_phone=”0px” body_link_text_shadow_blur_strength_tablet=”1px” body_link_text_shadow_blur_strength_phone=”1px” body_ul_text_shadow_horizontal_length_tablet=”0px” body_ul_text_shadow_horizontal_length_phone=”0px” body_ul_text_shadow_vertical_length_tablet=”0px” body_ul_text_shadow_vertical_length_phone=”0px” body_ul_text_shadow_blur_strength_tablet=”1px” body_ul_text_shadow_blur_strength_phone=”1px” body_ol_text_shadow_horizontal_length_tablet=”0px” body_ol_text_shadow_horizontal_length_phone=”0px” body_ol_text_shadow_vertical_length_tablet=”0px” body_ol_text_shadow_vertical_length_phone=”0px” body_ol_text_shadow_blur_strength_tablet=”1px” body_ol_text_shadow_blur_strength_phone=”1px” body_quote_text_shadow_horizontal_length_tablet=”0px” body_quote_text_shadow_horizontal_length_phone=”0px” body_quote_text_shadow_vertical_length_tablet=”0px” body_quote_text_shadow_vertical_length_phone=”0px” body_quote_text_shadow_blur_strength_tablet=”1px” body_quote_text_shadow_blur_strength_phone=”1px” box_shadow_horizontal_tablet=”0px” box_shadow_horizontal_phone=”0px” box_shadow_vertical_tablet=”0px” box_shadow_vertical_phone=”0px” box_shadow_blur_tablet=”40px” box_shadow_blur_phone=”40px” box_shadow_spread_tablet=”0px” box_shadow_spread_phone=”0px” text_shadow_horizontal_length_tablet=”0px” text_shadow_horizontal_length_phone=”0px” text_shadow_vertical_length_tablet=”0px” text_shadow_vertical_length_phone=”0px” text_shadow_blur_strength_tablet=”1px” text_shadow_blur_strength_phone=”1px” global_colors_info=”{}” toggle_text_shadow_horizontal_length_tablet=”0px” toggle_text_shadow_horizontal_length_phone=”0px” toggle_text_shadow_vertical_length_tablet=”0px” toggle_text_shadow_vertical_length_phone=”0px” toggle_text_shadow_blur_strength_tablet=”1px” toggle_text_shadow_blur_strength_phone=”1px” closed_toggle_text_shadow_horizontal_length_tablet=”0px” closed_toggle_text_shadow_horizontal_length_phone=”0px” closed_toggle_text_shadow_vertical_length_tablet=”0px” closed_toggle_text_shadow_vertical_length_phone=”0px” closed_toggle_text_shadow_blur_strength_tablet=”1px” closed_toggle_text_shadow_blur_strength_phone=”1px”]Probate is a court-supervised process for transferring property that was in the deceased person’s name alone, with no beneficiary or trust to receive it. Trust administration is handled privately by the trustee under the trust’s terms and minimizes the court’s involvement. Both come with legal duties and deadlines.[\/et_pb_accordion_item][et_pb_accordion_item title=”Does every estate have to go through probate?” _builder_version=”4.24.2″ _module_preset=”default” global_colors_info=”{}” open=”off”]No. Assets held in a living trust, joint accounts with survivorship rights, and accounts with a named beneficiary pass outside probate. As of drafting this answer, in California, if the probate assets total $208,850 or less (for deaths on or after April 1, 2025), heirs may be able to collect them with a small estate affidavit. A primary residence worth up to $750,000 may qualify for a simplified court petition instead of full probate.[\/et_pb_accordion_item][et_pb_accordion_item title=”I was named executor in a will. What should I do first?” _builder_version=”4.24.2″ _module_preset=”default” global_colors_info=”{}” open=”off”]Typically, the person holding the original will must deliver it to the superior court clerk in the county where the person lived within 30 days of learning of the death. Next, secure the property, order death certificates, and avoid distributing anything until you have legal authority. Court authority comes from “letters testamentary” issued when the court appoints you. [\/et_pb_accordion_item][et_pb_accordion_item title=”I’m the successor trustee. What are my first steps?” _builder_version=”4.24.2″ _module_preset=”default” global_colors_info=”{}” open=”off”]Typically, within 60 days after the trust becomes irrevocable, California requires you to send a formal notice to every beneficiary and legal heir (Probate Code 16061.7). You’ll also get a tax ID number for the trust, take control of and inventory the trust assets, and get date-of-death values. Once the notice is sent, a beneficiary generally has 120 days to contest the trust. [\/et_pb_accordion_item][et_pb_accordion_item title=”How long does probate take in California?” _builder_version=”4.24.2″ _module_preset=”default” global_colors_info=”{}” open=”off”]Often a year or more, and longer if there is real estate to sell or a dispute. The estate can’t close until the creditor claim period ends, which is at least four months after the court appoints the personal representative.[\/et_pb_accordion_item][et_pb_accordion_item title=”How long does trust administration take?” _builder_version=”4.24.2″ _module_preset=”default” global_colors_info=”{}” open=”off”]Many trusts are wrapped up in 6 to 18 months. The timing depends on selling property, filing tax returns, and whether beneficiaries agree.[\/et_pb_accordion_item][et_pb_accordion_item title=”Am I personally liable if something goes wrong?” _builder_version=”4.24.2″ _module_preset=”default” global_colors_info=”{}” open=”off”]You can be. Executors and trustees are fiduciaries. You must act in the beneficiaries’ best interests, keep assets safe, avoid self-dealing, and keep beneficiaries reasonably informed. Paying the wrong creditor, distributing too early, missing a deadline, or mixing estate money with your own can make you personally responsible for the loss. Getting guidance early is the best protection.[\/et_pb_accordion_item][et_pb_accordion_item title=”Do I have to pay the deceased person’s debts with my own money?” _builder_version=”4.24.2″ _module_preset=”default” global_colors_info=”{}” open=”off”]No. Valid debts are paid from the estate or trust assets, in the order the law requires. But if you distribute assets before valid debts are paid, you may be on the hook.[\/et_pb_accordion_item][et_pb_accordion_item title=”Do I have to give the beneficiaries an accounting?” _builder_version=”4.24.2″ _module_preset=”default” global_colors_info=”{}” open=”off”]Generally yes. A trustee must account at least once a year, at the end of the trust, and when a trustee changes, unless the beneficiaries waive it in writing or the trust says otherwise. In probate, the court usually reviews an accounting before final distribution.[\/et_pb_accordion_item][et_pb_accordion_item title=”What taxes do I need to think about?” _builder_version=”4.24.2″ _module_preset=”default” global_colors_info=”{}” open=”off”]Usually the deceased person’s final income tax returns, and income tax returns for the estate or trust while it earns income. California has no estate or inheritance tax. The federal estate tax only applies to estates above $15 million per person in 2026. For real estate, a change-in-ownership statement is due to the county assessor within 150 days of death. Whether a child can keep a parent’s property-tax base depends on Proposition 19’s rules.[\/et_pb_accordion_item][et_pb_accordion_item title=”Can I be paid for serving?” _builder_version=”4.24.2″ _module_preset=”default” global_colors_info=”{}” open=”off”]Yes. In probate, California law sets the executor’s fee as a percentage of the estate: 4% of the first $100,000, 3% of the next $100,000, 2% of the next $800,000, and so on. A trustee is entitled to reasonable compensation unless the trust sets the amount. You may also turn down payment.[\/et_pb_accordion_item][et_pb_accordion_item title=”Can I say no to serving, or resign later?” _builder_version=”4.24.2″ _module_preset=”default” global_colors_info=”{}” open=”off”]Yes. You can decline before accepting, and a trustee can usually resign as the trust allows or with court approval. Talk it through before you start acting, because acting can make you responsible.[\/et_pb_accordion_item][\/et_pb_accordion][et_pb_text disabled_on=”off|off|off” _builder_version=”4.24.2″ vertical_offset_tablet=”0″ horizontal_offset_tablet=”0″ z_index_tablet=”0″ text_text_shadow_horizontal_length_tablet=”0px” text_text_shadow_vertical_length_tablet=”0px” text_text_shadow_blur_strength_tablet=”1px” link_text_shadow_horizontal_length_tablet=”0px” link_text_shadow_vertical_length_tablet=”0px” link_text_shadow_blur_strength_tablet=”1px” ul_text_shadow_horizontal_length_tablet=”0px” ul_text_shadow_vertical_length_tablet=”0px” ul_text_shadow_blur_strength_tablet=”1px” ol_text_shadow_horizontal_length_tablet=”0px” ol_text_shadow_vertical_length_tablet=”0px” ol_text_shadow_blur_strength_tablet=”1px” quote_text_shadow_horizontal_length_tablet=”0px” quote_text_shadow_vertical_length_tablet=”0px” quote_text_shadow_blur_strength_tablet=”1px” header_text_shadow_horizontal_length_tablet=”0px” header_text_shadow_vertical_length_tablet=”0px” header_text_shadow_blur_strength_tablet=”1px” header_2_text_shadow_horizontal_length_tablet=”0px” header_2_text_shadow_vertical_length_tablet=”0px” header_2_text_shadow_blur_strength_tablet=”1px” header_3_text_shadow_horizontal_length_tablet=”0px” header_3_text_shadow_vertical_length_tablet=”0px” header_3_text_shadow_blur_strength_tablet=”1px” header_4_text_shadow_horizontal_length_tablet=”0px” header_4_text_shadow_vertical_length_tablet=”0px” header_4_text_shadow_blur_strength_tablet=”1px” header_5_text_shadow_horizontal_length_tablet=”0px” header_5_text_shadow_vertical_length_tablet=”0px” header_5_text_shadow_blur_strength_tablet=”1px” header_6_text_shadow_horizontal_length_tablet=”0px” header_6_text_shadow_vertical_length_tablet=”0px” header_6_text_shadow_blur_strength_tablet=”1px” box_shadow_horizontal_tablet=”0px” box_shadow_vertical_tablet=”0px” box_shadow_blur_tablet=”40px” box_shadow_spread_tablet=”0px” locked=”off” global_colors_info=”{}”]This page is general information about California law, not legal advice. Every situation is different. Call Fick Law <\/span> at \t(916) 209-0282<\/a> for a free consultation.<\/a><\/em>[\/et_pb_text][et_pb_text disabled_on=”on|on|on” _builder_version=”4.24.2″ vertical_offset_tablet=”0″ horizontal_offset_tablet=”0″ z_index_tablet=”0″ text_text_shadow_horizontal_length_tablet=”0px” text_text_shadow_vertical_length_tablet=”0px” text_text_shadow_blur_strength_tablet=”1px” link_text_shadow_horizontal_length_tablet=”0px” link_text_shadow_vertical_length_tablet=”0px” link_text_shadow_blur_strength_tablet=”1px” ul_text_shadow_horizontal_length_tablet=”0px” ul_text_shadow_vertical_length_tablet=”0px” ul_text_shadow_blur_strength_tablet=”1px” ol_text_shadow_horizontal_length_tablet=”0px” ol_text_shadow_vertical_length_tablet=”0px” ol_text_shadow_blur_strength_tablet=”1px” quote_text_shadow_horizontal_length_tablet=”0px” quote_text_shadow_vertical_length_tablet=”0px” quote_text_shadow_blur_strength_tablet=”1px” header_text_shadow_horizontal_length_tablet=”0px” header_text_shadow_vertical_length_tablet=”0px” header_text_shadow_blur_strength_tablet=”1px” header_2_text_shadow_horizontal_length_tablet=”0px” header_2_text_shadow_vertical_length_tablet=”0px” header_2_text_shadow_blur_strength_tablet=”1px” header_3_text_shadow_horizontal_length_tablet=”0px” header_3_text_shadow_vertical_length_tablet=”0px” header_3_text_shadow_blur_strength_tablet=”1px” header_4_text_shadow_horizontal_length_tablet=”0px” header_4_text_shadow_vertical_length_tablet=”0px” header_4_text_shadow_blur_strength_tablet=”1px” header_5_text_shadow_horizontal_length_tablet=”0px” header_5_text_shadow_vertical_length_tablet=”0px” header_5_text_shadow_blur_strength_tablet=”1px” header_6_text_shadow_horizontal_length_tablet=”0px” header_6_text_shadow_vertical_length_tablet=”0px” header_6_text_shadow_blur_strength_tablet=”1px” box_shadow_horizontal_tablet=”0px” box_shadow_vertical_tablet=”0px” box_shadow_blur_tablet=”40px” box_shadow_spread_tablet=”0px” disabled=”on” locked=”off” global_colors_info=”{}”]<\/p>\n This article is for general informational purposes only and is not legal advice. Contact us<\/a> today to discuss your specific situation. <\/em><\/p>\n [\/et_pb_text][\/et_pb_column_inner][\/et_pb_row_inner][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_sidebar orientation=”right” area=”sidebar-1″ show_border=”off” admin_label=”TT – Sidebar” module_class=”tt-sidebar-column” _builder_version=”4.16″ global_colors_info=”{}”][\/et_pb_sidebar][\/et_pb_column][\/et_pb_section][et_pb_section fb_built=”1″ custom_padding_last_edited=”on|tablet” module_class=”tt-wide-footer ttfw-template-footer” _builder_version=”4.24.2″ background_color=”#F7F3F8″ background_enable_color=”off” custom_padding=”80px||80px||true|false” custom_padding_tablet=”54px||54px||true|false” custom_padding_phone=”54px||54px||true|false” bottom_divider_color=”#171717″ border_width_top=”5px” border_color_top=”#0F234B” global_module=”102″ saved_tabs=”all” locked=”off” global_colors_info=”{}”][et_pb_row column_structure=”1_2,1_2″ module_id=”locations” _builder_version=”4.24.2″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” custom_padding=”0px||0px||true|false” global_colors_info=”{}”][et_pb_column type=”1_2″ _builder_version=”4.24.2″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text admin_label=”TT- Header – Contact Us” _builder_version=”4.24.2″ header_text_align=”left” header_3_text_align=”center” custom_margin=”||||false|false” header_text_align_tablet=”left” header_text_align_phone=”center” header_text_align_last_edited=”on|phone” text_orientation_tablet=”center” text_orientation_phone=”center” text_orientation_last_edited=”on|tablet” global_colors_info=”{}”]<\/p>\n [\/et_pb_text][et_pb_blurb title=”Location” use_icon=”on” font_icon=”||divi||400″ icon_color=”#C49A34″ icon_placement=”left” image_icon_width=”35px” content_max_width=”100%” icon_placement_tablet=”top” icon_placement_phone=”top” icon_placement_last_edited=”on|tablet” image_icon_width_tablet=”35px” image_icon_width_phone=”35px” image_icon_width_last_edited=”on|phone” admin_label=”Location” _builder_version=”4.24.2″ _module_preset=”default” header_font_size=”20px” header_font_size_tablet=”18px” header_font_size_phone=”16px” header_font_size_last_edited=”on|phone” text_orientation_tablet=”center” text_orientation_phone=”center” text_orientation_last_edited=”on|phone” icon_font_size=”35px” global_colors_info=”{}”]<\/p>\n2281 Lave Ridge Ct. [\/et_pb_blurb][et_pb_blurb title=”Phone” use_icon=”on” font_icon=”||divi||400″ icon_color=”#C49A34″ icon_placement=”left” image_icon_width=”35px” content_max_width=”100%” icon_placement_tablet=”top” icon_placement_phone=”top” icon_placement_last_edited=”on|tablet” image_icon_width_tablet=”35px” image_icon_width_phone=”35px” image_icon_width_last_edited=”on|phone” content_last_edited=”off|desktop” disabled_on=”off|off|off” admin_label=”Phone” _builder_version=”4.24.2″ _module_preset=”default” header_font_size=”20px” header_font_size_tablet=”18px” header_font_size_phone=”16px” header_font_size_last_edited=”on|phone” text_orientation_tablet=”center” text_orientation_phone=”center” text_orientation_last_edited=”on|phone” icon_font_size=”35px” global_colors_info=”{}”]<\/p>\nContact Us<\/span><\/h2>\n
Suite 200
Roseville, CA 95661<\/a>\n