Steps for Values Less than $50,000

“We do it all…”

  1. Prepare Affidavit Form DE-305 (Attach Will and Death Certificate)
  2. Obtain Appraisal from probate referee, (court does not appoint) http://www.probatereferees.org
  3. Attach Inventory and Appraisal Form DE-160
  4. Prepare transfer Deed
  5. Client signs DE-305 declaration and transfer deed
  6. File Affidavit and supporting documents with Clerk of the Court
  7. Receive Certified Copy of Affidavit from the Clerk
  8. File Affidavit with County Recorder
  9. File Deed with County Recorder
  10. Receive Affidavit and Deed from Recorder
  11. Send Affidavit and Deed to client

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