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Non-Probate Transfers

A decedent’s personal property (such as bank accounts, vehicles, etc.), with gross value of less than $166,250 can be administered outside of probate court by a process called “small estates affidavit” or “affidavit for collection.” Certain rules, including creditor protection rules, apply here. Such affidavit cannot be executed earlier than 40 days after the death.

However, where real estate is concerned, no matter what its value, when left in a decedent’s name alone, the process of transfer to the decedent’s heirs must go through probate court. Depending on its value, there are two levels of summary probate: up to $55,245, and from $55,425 to $166,250.

Call the Law Offices of Maria N. Jonsson, PC at (310) 935-0706 to discuss your legal options with an experienced estate planning attorney in Los Angeles.

  • We Work as Part of
    a Larger Team

    We work with our clients' financial planner, CPA, realtor, and insurance broker to implement a well-rounded and thorough legal plan for wealth preservation and inheritance transfer.

  • Strategic Planning &
    Attention to Detail

    We carefully look at each factor that affects the execution of an estate plan – from the perspective of minimizing and eliminating reassessment of property taxes to avoiding post-death conflicts.

  • Mediator by Training & Peacemaker by Heart

    We believe that an estate plan should leave behind not only property, but most importantly – harmony, rather than tear families apart with poorly drafted or ambiguous and confusing term