📅 Month 1–2: Initial Filing:
File Petition for Probate with the court.
📅 Month 2–3: Probate Hearing:
Court hearing to approve the petition. If uncontested, the following documents are issued:
Letters of Administration or Testamentary
Order for Probate
Duties & Liabilities of Executor
Bond issuance (if required)
📅 Month 2–4: Creditor Notifications:
Publish and mail Notice to Creditors
📅 Month 4–8: Inventory & State Notice:
Submit Inventory & Appraisement of assets
Notify the Department of Health Services
(if decedent received medical benefits)
📅 Month 6–12: Tax Payments & Claims:
Pay applicable State & Federal taxes
Accept or reject creditor claims
Consider Preliminary Distributions to heirs
Notify Franchise Tax Board if any heir resides out of state
📅 Month 6–15: Asset Exemption (if minor involved):
File Claim of Exemption if transferring assets to a minor
📅 Month 6–18: Tax Clearance:
Receive final tax clearance letters (State & Federal)
📅 Month 8–16: Final Accounting:
File Petition for Final Distribution & Accounting
Await Order Approving Final Distribution
📅 Month 9–17: Asset Distribution:
Distribute assets to beneficiaries
📅 Month 9–18: Probate Closure:
File for and receive Final Discharge Order
Complete Final Distribution of Funds
