How Assets Transfer After Death in California
Not all assets go through probate. Understanding how each type of asset transfers can save time, money, and stress.
The key question is: Did the deceased set up a way for this asset to transfer automatically?
Transfers Automatically (No Probate)
These assets have a built-in mechanism to transfer to a named person.
Joint tenancy propertyCommunity property with right of survivorshipBeneficiary designations
Simplified Procedures Available
California offers several ways to transfer assets without formal probate.
Small estate affidavit (under $208,850)Real property affidavit (under $750,000)Spousal property petition
Requires Formal Probate
Assets solely in the deceased's name with no beneficiary designation and exceeding thresholds.
Real property over $750,000Personal property over $208,850Complex estates
Select an Asset Type
Sources: California Probate Code | California Civil Code (Joint Tenancy) | California Family Code (Community Property) | California Vehicle Code | California DMV
This content is for informational purposes only and does not constitute legal advice. Probate laws and procedures in California can change. Consult with a qualified attorney for advice specific to your situation. Full disclaimer.