Probate Pro Guide - Matt Sorensen

SAN DIEGO PROBATE PRO The Probate Property Roadmap

THE PROBATE TIMELINE

THE PROBATE TIMELINE Understanding the typical sequence of events helps administrators plan ahead and avoid delays. Most San Diego probate cases take 9–12 months from start to finish.

PETITION FILED A petition is submitted to the court requesting authority to administer the estate. This is the formal start of the probate process.

1

COURT HEARING — 5 to 6 Weeks Later The first hearing is scheduled about 5–6 weeks after filing. Notice must be published in a newspaper and mailed to all heirs.

2

LETTERS ISSUED BY THE COURT The court grants official authority to the executor or administrator to act on behalf of the estate.

3

WITHIN 90 DAYS Required notices must be sent to the Franchise Tax Board, Dept. of Health Care Services, and Victims Compensation Board.

4

WITHIN 120 DAYS The administrator must identify all assets, file an inventory and appraisal, notify creditors, and begin reviewing creditor claims.

5

REAL ESTATE SALE & CLOSING Full Authority (IAEA): Property may be sold with fewer court approvals. Limited Authority: Requires court confirmation before closing. Most cases take 9–12 months total.

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