A house or land without probate in California

A short court case that gives the people who inherit the person's main home in California a court order saying the home is theirs, without full probate.

Checked against official sources: October 30, 2026.

Petition to Determine Succession to Primary Residence

A short court case that gives the people who inherit the person's main home in California a court order saying the home is theirs, without full probate.

Limit

Up to $750,000 (deaths from April 1, 2025 to March 31, 2028) Counted at full value, without subtracting debts.

Date of deathLimit
April 1, 2025 to March 31, 2028
$750,000
April 1, 2022 to March 31, 2025
$184,500
On or before March 31, 2022
$166,250

For a death from April 1, 2025, through March 31, 2028, the home can be worth up to $750,000. The limit was $184,500 for deaths from April 1, 2022, to March 31, 2025, and $166,250 before April 1, 2022. 'Primary residence' does not have to be where the person lived at the time of death.

What counts

Only the gross value of the person's interest in the home that was their primary residence in California, as shown by a probate referee's appraisal. A home included in this petition is not counted toward the $208,850 affidavit limit.

Waiting period

At least 40 days must have passed since the death.

Who can use it

The person or people who inherit the home under the will or under state inheritance law (the successors). A personal representative's written consent is needed if a probate case exists.

Court or where to file

Superior court of the county where the person lived. If the person did not live in California, the county where the home is.

Notary

The petition is verified (signed under penalty of perjury) by each petitioner.

Papers to attach
  • Inventory and appraisal of the home (forms DE-160 and DE-161) made by a probate referee for the county
  • Copy of the will, if you inherit under the will
  • Personal representative's consent, if a probate case exists
  • Form DE-300, if the death was on or after April 1, 2022
  • Attachment with the legal description, Assessor's Parcel Number and facts showing the home was the person's primary residence
Steps
  1. Wait until at least 40 days after the death.
  2. Have a probate referee appraise the home.
  3. Fill in form DE-310 and attachments and file it with the superior court.
  4. Within five business days of filing, deliver notice of the petition to each heir and beneficiary named in it.
  5. Give notice of the hearing to the people named in the petition.
  6. Go to the hearing; if the judge grants it, the court issues an order describing the home and who owns it.
Fee

$435 filing fee: the $355 uniform probate petition fee plus two $40 supplemental fees. The probate referee is paid one-tenth of one percent of the appraised value, plus expenses.

If you can't pay

You can ask the court to waive the filing fee with form FW-001 (Request to Waive Court Fees).

Debts and responsibility

A petitioner who receives the home is personally responsible for the person's unsecured debts, up to the home's value at the date of death minus liens.

Law: Cal. Prob. Code secs. 13150-13158; Gov. Code secs. 70655(c)(2), 70602.5(a), 70602.6(a); Prob. Code sec. 8961

Source: Official page

Affidavit re Real Property of Small Value

A sworn statement filed with the court and then recorded with the county recorder, to transfer low-value real estate to the people who inherit it.

Limit

Up to $69,625 (deaths on or after April 1, 2025) Counted at full value, without subtracting debts.

Date of deathLimit
On or after April 1, 2025
$69,625
April 1, 2022 to March 31, 2025
$61,500
On or before March 31, 2022
$55,425

For a death on or after April 1, 2025, all the person's California real property together cannot be worth more than $69,625. The limit was $61,500 for deaths from April 1, 2022, to March 31, 2025, and $55,425 before April 1, 2022.

What counts

The gross value of all the person's real property in California, as shown by a probate referee's appraisal, not counting real property listed in Probate Code 13050 (such as joint tenancy or trust property).

Waiting period

At least six months must have passed since the death.

Who can use it

The person or people who inherit the real property under the will or under state inheritance law.

Court or where to file

Superior court of the county where the person lived. If the person did not live in California, any county where they owned real property. The court's certified copy is then recorded with the county recorder where the property is.

Notary

Each person signing must have a notary's certificate of acknowledgment.

Papers to attach
  • Certified copy of the death certificate
  • Inventory and appraisal (forms DE-160 and DE-161) made by a probate referee
  • Copy of the will, if you inherit under the will
  • Form DE-300, if the death was on or after April 1, 2022
  • Legal description and Assessor's Parcel Number of the property
  • Personal representative's consent and letters, if a probate case exists
Steps
  1. Wait until at least six months after the death.
  2. Pay the person's funeral costs, last-illness costs and all known unsecured debts.
  3. Have a probate referee appraise the real property.
  4. Fill in form DE-305, sign it before a notary, and file it with the superior court with the attachments.
  5. Deliver a copy to any guardian or conservator of the person's estate named in the affidavit.
  6. Record the court's certified copy with the county recorder where the property is.
Fee

$45 to file the affidavit, which includes one certified copy. The county recorder charges its own recording fee. The probate referee is paid one-tenth of one percent of the appraised value, plus expenses.

If you can't pay

You can ask the court to waive the filing fee with form FW-001 (Request to Waive Court Fees).

Debts and responsibility

You may be personally responsible for the person's unsecured debts up to the fair market value of the real property and any income you receive from it.

Law: Cal. Prob. Code secs. 13200-13211; Gov. Code sec. 70626(b)(8)

Source: Official page

Transfer-on-death (TOD) and payable-on-death (POD) in California

Real estate (TOD deed)

Yes · Revocable transfer on death (TOD) deed

An owner can sign a revocable TOD deed so real property passes to named beneficiaries at death without probate. It must be signed and dated, signed by two witnesses, notarized, and recorded within 60 days after it is notarized. After the death, the beneficiary records an affidavit of death and must give notice before the protections of the law apply. The current law is set to end on January 1, 2032, unless extended; deeds signed before then stay valid.

Law: Cal. Prob. Code secs. 5600, 5614, 5624, 5626, 5652, 5680-5682

Source: Official page

Does real estate count toward the small estate limit?

Kind of propertyHow it is treatedDetails
Real estate in California
Counts

Real estate in California owned in the person's name counts, unless it is left out for another reason (joint tenancy, trust, passing to a spouse, or a home included in a primary residence petition).

Law: Prob. Code 13100

Main home (primary residence)
Own procedure, up to $750,000

The person's main home counts, unless it is included in a Petition to Determine Succession to Primary Residence (up to $750,000 for deaths from April 1, 2025, through March 31, 2028). Then it is left out of the affidavit total.

Law: Prob. Code 13100, 13151

Surviving spouse in California

Property that passes to a surviving spouse or registered domestic partner does not need probate and is not counted toward the small estate limit. The spouse or partner can ask the court to confirm it with a Spousal or Domestic Partner Property Petition, and can collect up to $20,875 of the person's unpaid wages from employers with an affidavit (deaths on or after April 1, 2025).

Source: form DE-221

Who inherits with no will in California

If there is no will: the surviving spouse or registered domestic partner gets the person's half of community property. Of separate property, the spouse gets all of it if there are no children, parents, brothers, sisters or their descendants; one-half if there is one child (or descendants of one child) or, with no children, a parent or a parent's descendants; one-third if there are two or more children (or descendants of them). The rest goes to children (or their descendants), then parents, then brothers and sisters (or their descendants), then grandparents and more distant relatives.

Law: Cal. Prob. Code secs. 6401, 6402

Source: Official page

Related pages

Free help in California

A court self-help center or a legal aid office can check whether the estate qualifies, free of charge or at low cost.