The Probate Playbook

Your essential guide to navigating the California probate real estate process with confidence.

Getting Started

Just Named Executor? Here Are Your First 5 Moves.

The first few days after being named an executor are the most critical. This isn't just about paperwork; it's about securing a legacy. Here's the checklist to start with confidence.

Property Prep

The 3 Costly Mistakes That Can Haunt a Probate Home Sale

The goal of a probate sale is to maximize the value for the heirs, but simple mistakes can cost an estate tens of thousands. Here are the three most common pitfalls to avoid.

Financial

Will You Owe Taxes on an Inherited Home? The "Stepped-Up Basis" Explained.

The biggest fear for many heirs is a massive tax bill. Fortunately, a powerful IRS rule called the "stepped-up basis" often reduces the capital gains tax to little or nothing. Here’s how it works.

Financial

The $13 Million Mistake: A Hidden Tax Trap for Foreign Nationals Owning U.S. Real Estate

Two families can inherit identical homes. One pays no estate tax. The other faces a crippling bill that could force a sale. The difference? A little-known rule that every international property owner, and their agent, must understand.

Legal Process

Full vs. Limited Authority: The One Choice That Defines Your Probate Sale

In California probate, the court grants you one of two powers. One is a freeway, the other is a scenic route with stop signs. Understanding the difference is critical to your timeline and success.