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Official probate and small-estate forms for real property

When someone dies owning a home in Southern California, families often need official court or affidavit forms before title can be changed. Some smaller estates can use a statutory affidavit or a simplified petition; others need a full probate. We link official forms we could load. This is not legal advice, and a qualified attorney is often worth involving early.

4 official forms and packets we could verify, grouped on this page. The full directory, including every category, stays on our real estate forms hub.

DE-305 Affidavit re Real Property of Small Value ($20,000 or Less)

Judicial Council of California · PDF

Heirs may use this affidavit in limited situations to transfer real property of small value without a full probate. The current dollar cap and waiting rules are on the form; confirm them before you record anything.

Official DE-305 PDF

DE-310 Petition to Determine Succession to Real Property / Primary Residence

Judicial Council of California · PDF

Used to ask the probate court to confirm succession to a primary residence or other qualifying real property in a small estate, without a full probate administration. Read the current form for the dollar limit and conditions.

Official DE-310 PDF

DE-315 Order Determining Succession to Real Property / Primary Residence

Judicial Council of California · PDF

The court order that can follow a DE-310 petition. Once entered, it is often recorded so title to the real property can be updated.

Official DE-315 PDF

Probate self-help

California Courts Self-Help · Official page

Official overview of probate, small-estate, and succession procedures that often come up when a home is inherited.

Official probate guide

Who this is for, and when to use it

Surviving spouses, children, personal representatives and heirs use this page when a home or other real property is in an estate, or when they have been told they need a small-estate affidavit, a spousal property petition, or probate letters. Use it to find the official form and the court's self-help page, then confirm whether your situation actually qualifies for a simplified path.

Key terms

Probate

The court process for administering an estate, including authority to sell or transfer real property when the title requires it.

Small-estate procedures

Statutory shortcuts that can apply when the estate, or the real property, is within published dollar limits and other conditions are met. Limits change; read the current official page.

Spousal or domestic partner petition

A court petition that can confirm or transfer property to a surviving spouse or partner in some cases, sometimes without a full probate.

Letters and authority to sell

Court papers that authorize a personal representative to act, including a sale, when the will or the court requires it.

Basis and property tax

How the tax basis and the assessed value change after a death is a separate question from clearing title. Prop 19 and parent-to-child rules may also apply.

How to use this, step by step

  1. Gather a death certificate, a copy of the will if there is one, and a title or tax bill that shows how the property was held (as community property, joint tenancy, in a trust, or in one name).
  2. Find out whether the home was already in a living trust or held in a way that avoids probate; the path is different if title already passed.
  3. Read the official self-help page and download the form that matches the situation, or speak with a qualified attorney before you choose a shortcut.
  4. File or record what the statute or the court requires, including any waiting period after death.
  5. After title can be changed, update the assessor and, if you will sell, talk with escrow about the court's sale requirements.

Costs, timelines, and common pitfalls

Court filing fees, publication costs, statutory attorney or representative fees in a formal probate, and recording fees add up and are set by statute or the court. Simplified procedures are usually cheaper and faster, but only if you truly qualify. Common pitfalls include using a small-estate affidavit when the dollar limit or the waiting period is not met, ignoring a living trust that already controls the property, or transferring title without thinking about the property-tax consequences. Deadlines for creditor claims and for some tax filings are easy to miss.

County-by-county notes

Orange County

File in Orange County Superior Court for property or tenancies in the county. Use the Judicial Council forms plus any local forms the court still requires.

Los Angeles County

Los Angeles Superior Court is large and location-specific. File where the court directs for the rental property or the estate, and check local packets.

Riverside County

Riverside Superior Court publishes countywide fillable unlawful detainer packets used at all of its locations, including the Moreno Valley courthouse.

San Bernardino County

San Bernardino Superior Court publishes local eviction and civil packets alongside the statewide forms. Confirm the courthouse for the property.

San Diego County

San Diego Superior Court publishes official eviction complaint and answer packets, plus local forms. File in the division the court lists for that property.

Before you start

  • Confirm how title was held on the day of death, using a recorded deed or an official title report, not a memory of what was intended.
  • List other assets; small-estate dollar limits look at more than just the house.
  • Locate the original will, if any, and any trust documents.
  • Do not sign or record a deed until you know which official procedure applies.
  • Ask a qualified attorney if there is a dispute, a blended family, a business, or a likely sale of the home.

A short real-estate example

Questions

Does a living trust still need these court forms?

Often no, if the property was actually titled in the trust. If the deed was never recorded into the trust, a court procedure may still be needed.

Can I sell the house right away?

Only if someone has legal authority to sell, and any court-sale rules are followed. A listing is not authority.

Do property taxes automatically reset after a death?

Not always. Some parent-to-child and other transfers have special rules, including under Proposition 19. File the official claim if you believe an exclusion applies.

Are the dollar limits for small estates the same every year?

No. Use the current official self-help or statute figures, not a number you remember from an older case.

Is this a complete probate guide?

No. It is a directory of official real-property forms we could load, plus general notes. The court and a qualified attorney handle the case.

Where do I record a transfer after the court work is done?

With the county recorder where the property is located, using the official deed and recording requirements.

Where are ordinary deed forms?

On our deed and recording forms page and the forms hub.

Official resource links

We link only official government or court pages. Confirm the current version on the official site.

Questions about a specific home or transaction? Call or text 833-THIS-BROKER (833-842-7465), text us, or request a call. Dr. Hamid Rowshan, Choice of America. DRE #02004794, company DRE #02240008.

This page is general information for Southern California homeowners, buyers, sellers and renters. It is not legal, tax, insurance or lending advice, not a loan offer, and not a substitute for the official agency, court, lender or insurer that will handle your file. Rules, fees, maps and forms change. Confirm every figure and every filing with the official office before you act.