Newport Beach Probate Services

In Newport Beach, the probate procedure typically takes 12 months to complete. In addition to overseeing the creation and submission of the Petition for Probate, we may also notify beneficiaries, arrange for the publishing of necessary documents, work with your probate referee, and complete the process by submitting a thorough financial report to the court. If real estate is involved, it can often be sold 3 to 4 months after the initial petition is filed.

Creating a living trust in Newport Beach is a practical way to avoid the probate procedure. To avoid probate, Laguna Legal may help you draft and change the ownership of your property into the name of your trust. Individuals can get a full estate plan from us for $950, which includes vital records including a Revocable Living Trust, Certification of Trust, Pour-Over Will, Durable Power of Attorney, and Healthcare Directive.

Whether a person dies with or without a will, their assets may be distributed to their heirs through a legal process known as “Probate.” If a member of your family owns real estate, regardless of its value, or other assets worth more than $166,250 and none of those assets are registered in a living trust, you must file for probate in the Newport Beach probate court to authorize the distribution of those assets.

In Newport Beach, California, probate becomes necessary if you die with assets like real estate (regardless of value) or bank and investment accounts worth more than $166,250. A Small Estate Affidavit can often be used to access financial institution accounts worth less than $166,250. If necessary, Laguna Legal can help you draft a Small Estate Affidavit or guide you through the whole probate process from preparation to submission. It is important to understand that you must appear in person at the relevant hearings because we are a legal document service and not an attorney firm. On the other hand, we can help you draft and file the necessary court paperwork.

When a loved one passes away in Newport Beach, it is required to apply for probate with the court in order to distribute any real estate or other assets that are worth more than $166,250 and are not titled in a living trust. If Newport Beach residents fail to file a probate, the assets may be seized by the government or foreclosed upon (if there is a debt or tax lien).

In Newport Beach, the probate procedure typically takes a year to complete. As part of our services, we will oversee the creation and submission of the Petition for Probate, notify all beneficiaries, set up any required publications, work with your probate referee, and conclude the procedure by submitting a thorough financial report to the court. Any real estate involved in the proceedings can often be sold 3 to 4 months after the initial petition was filed.

In Newport Beach, assets subject to probate include real estate (regardless of value) and bank and investment accounts worth greater than $166,250. A Small Estate Affidavit often allows access to bank accounts with a value under $166,250. If necessary, Laguna Legal can help you draft a Small Estate Affidavit, or we can work with you to create and submit the full probate. You must represent yourself at the relevant hearings because we are a legal document service and not a law firm. However, we can help you with the creation and submission of any required court documents.