California Inheritance and Estate Administration

Understand the records, roles and separate questions that can follow a death or an inherited-property discussion. Choose one subject for a short learning route, with examples and a worksheet. You do not need to know the value of an estate or decide a legal process to begin.

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• California Courts — Wills, estates, and probate
• California Courts — Small estate affidavit for personal property
• California Courts — Estate representative
• California Courts — Wills, estates, and advance care planning
• Orange County Superior Court — Trusts
• California Board of Equalization — Proposition 19
• California DHCS — Estate Recovery Program
• California Attorney General — Advance care planning
• California Courts — Self-help services
• Consumer Financial Protection Bureau — Managing someone else’s money
• IRS — Sale and basis of inherited property