Orange County Probate Checklist
Orange County Probate Checklist
Initial Steps
- Determine if probate is necessary
- Gather important documents (will, trust, death certificate)
Filing for Probate
- Complete the probate petition
- File petition with the Orange County Superior Court
- Pay filing fees
Notify Interested Parties
- Identify and notify heirs and beneficiaries
- Notify creditors of the probate
Inventory and Appraisal
- Compile inventory of estate assets
- Appraise the value of estate assets
Managing the Estate
- Open an estate bank account
- Manage ongoing expenses and debts of the estate
Distributing the Estate
- Prepare final accounting of the estate
- Distribute assets to beneficiaries as per will
Final Steps
- Close the probate case with the court
- File final tax returns for the deceased
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