Today we will discuss the California Probate Executor Checklist, including the key Dos and Don’ts formatted for practical use.

✅ California Probate Executor Checklist (2025)

🗓️ Before Filing for Probate

• Locate the original will (if any)

• Obtain certified copies of the death certificate

• File the will with the Superior Court within 30 days (Probate Code §8200)

• Identify potential heirs and beneficiaries

• Determine if probate is necessary (Is the estate under $184,500?)

🏛️ Filing for Probate

• Complete and file Petition for Probate (Form DE-111)

• File Duties and Liabilities (Form DE-147)

• File Order for Probate (Form DE-140)

• File Letters (Form DE-150) once appointed as personal representative

• Publish notice in a local newspaper

• Send Notice of Petition to Administer Estate (Form DE-121) to all interested parties