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Trust & Probate Information

Probate Timeline
STEP DURATION
Prepare and File Petition for Probate 1-2 months
Court hearing on the Petition for Probate 2-3 months

The following are issued: Letters of Administration, Orders for Probate,
Duties and Liabilities, Issue Bond (if ordered), & **Letters 
Testimentary **

2-4 months

(if not contested)

Notice to Creditors 2-4 months
Notice to Department of Health Services Inventory & Appraisement 4-8 months
Pay State and Federal Taxes (if necessary) 6-12 months
Allow or Reject Creditor Claims  
Possible Preliminary Distributions  
Notice to Department of Health Services (if deceased received medical)  
Notice to Franchise Tax Board (if heir is out of state)  
Claim of Exemption (if assets transfer to a minor) 6-15 months
Receive Final Tax Letter from State and Federal (if appropriate) 6-18 months
File Petition for Final Distribution and Accounting 8-16 months
Hearing on Petition for final Distribution and Accounting  
Order Approving Final Distribution and Accounting  
Distribution of Assets to Heirs 9-17 months
Final Discharge Order (indicates close of probate case) 9-18 months
Final Distribution of Funds 9-18 months


Estate Executor’s Duties During the Probate Process: Click HERE



 

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