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 death Limit April 1, 2025 to March 31, 2028$750,000April 1, 2022 to March 31, 2025$184,500On or before March 31, 2022$166,250For 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
- Wait until at least 40 days after the death.
- Have a probate referee appraise the home.
- Fill in form DE-310 and attachments and file it with the superior court.
- Within five business days of filing, deliver notice of the petition to each heir and beneficiary named in it.
- Give notice of the hearing to the people named in the petition.
- 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 death Limit On or after April 1, 2025$69,625April 1, 2022 to March 31, 2025$61,500On or before March 31, 2022$55,425For 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
- Wait until at least six months after the death.
- Pay the person's funeral costs, last-illness costs and all known unsecured debts.
- Have a probate referee appraise the real property.
- Fill in form DE-305, sign it before a notary, and file it with the superior court with the attachments.
- Deliver a copy to any guardian or conservator of the person's estate named in the affidavit.
- 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 property | How it is treated | Details |
|---|---|---|
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.
- Court self-help centers (free help in every superior court)
- State Bar of California: Certified Lawyer Referral Services (low-cost)
- California Courts: Check if you can use a simple process to transfer property
- California Courts: Small estate affidavit to transfer personal property
- California Courts: Wills, estates and probate
- California Courts: Fee waivers
- LawHelp.org
- Legal Services Corporation (LSC) - Find legal aid
- Eldercare Locator · 1-800-677-1116
- Consumer Financial Protection Bureau (debt collection and mortgage complaints) · (855) 411-2372