Assets That Do Not Pass Through Probate

In California, certain assets can pass from the decedent to his or her beneficiaries outside of the probate process, provided they are valued at less than a certain amount. Such nonprobate transfers are often referred to as the passing of property.

If you are entitled to obtain property in such a manner, you may do so by preparing a sworn statement (affidavit) and providing it to the asset holder.

If you have questions about the passing of property in California, The Law Office of Stuart A. McKenzie is here for you. I have more than 40 years of experience handling probate and succession matters for clients in Huntington Beach and throughout surrounding Southern California communities.

Passing Property to Spouses

Another way to pass assets outside of probate is through a streamlined procedure called a spousal property petition. There is no limit on the assets that can be transferred with this procedure.

Joint Tenancy

If a husband and wife are joint tenants of a property, the surviving spouse can inherit the property without it passing through probate.

Contact an Attorney About Non-Probate Transfers in California

I can provide you with guidance and advocacy regarding all types of nonprobate transfers in California. Contact me online or call 714-975-8396 to arrange a consultation with a knowledgeable lawyer serving clients in Orange County and throughout the surrounding areas.