Petition to Determine Succession to Real Property

Petition to Determine Succession to Real & Personal Property – When real property is valued at more than $50,000.00 but less than $150,000.00 we help prepare the documents for the streamlined process of transferring assets through the probate court. When this process can be used, the fees are significantly lower due to the fact that there are fewer steps to complete and much less paperwork to file. The time it takes to get a final order to transfer the property is also much quicker. When you don’t want to waste time filing inadequate and incomplete documents or are unsure of the technical requirements of the court, make sure to hire professional and competent legal document assistance.

The Process – Petition to Determine Succession to Real Property

A court appointed appraiser, called a probate referee will first value the property being transferred as to the date of death. As long as the value is at or below the $150,000.00 limit the referee’s certification is filed at the court with the Petition. Unlike a regular probate, the petition to determine succession to real and personal property must be signed by all the legal heirs or beneficiaries. Once the documents are filed and the fees paid to the court, a hearing will be set up which usually takes about 30 days. As long as everything is done correctly and in a timely manner, the judge will sign the order at the hearing. The final step is having the probate clerk certify the order, which can be done the same day and then recorded at the county recorder.

We Have Been Assisting with Probate Documents Since 1996

Our team has helped countless clients prepare their probate documents over the years. Most of our client’s are referred to us from our previous clients. We strive to provide quality service to each and everyone of our clients so that they can easily stay in control of their probate matters. Our team is bonded and registered as California Legal Document Assistants as required by law, so you know you are working with professionals.

What Our Clients Say

What I received in professionalism and human kindness I would have gladly paid twice the amount I paid for Annette and her staff’s Services.
V. Murray, Highland, CA

Annette, Thanks so much for all the direction provided… You’ve been a godsend, and we’ll be forever grateful. With great appreciation
D &B Palmer, Riverside, CA

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  • Bonded and registered as required by California Business & Professions Code §6400
  • Preparing probate documents since 1996
  • Most of our business comes to us through referrals from our satisfied clients
  • Flat fee & clear upfront pricing mean no surprises
  • Same & Next Day Appointments Available
  • The Most 5 Star Reviews in the Local Industry

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Have More Questions?

We are happy to answer your questions regarding any of our services.

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