These updates, which went into effect on April 1, 2025, amend the California Probate Code and increase the thresholds for simplified probate procedures. In other words, more estates now qualify for streamlined processes saving time, money, and stress for heirs and beneficiaries.
Here’s what you need to know:
1. Increased Threshold for “Small Estates”
Previously, California’s simplified “small estate” procedure was only available for estates valued under $184,500. This amount often excluded families whose loved ones had modest savings or property.
Under AB 2016, that limit has been raised to $208,850 (adjusted for inflation).
This means that more families can now use an affidavit procedure, a much faster and less costly way to transfer personal property like bank accounts, vehicles, or household items without going through full probate.
2. Simplified Transfer of Real Property
For many Californians, their primary residence is their most significant asset. In the past, properties valued at more than $50,000 required a more formal probate process.
AB 2016 raises the bar, allowing heirs to use a simplified procedure to transfer ownership of a primary residence valued at $750,000 or less.
This change is particularly helpful for surviving spouses, children, or other heirs who need to keep or sell the family home without enduring a lengthy court process.
3. Why These Changes Matter
These updates to the Probate Code bring real relief to California families:
- Less Stress & Quicker Resolutions: Simplified probate means fewer court appearances, less paperwork, and a faster process.
- Cost Savings: Streamlined procedures often mean significantly lower legal and administrative fees.
- More Families Qualify: The increased thresholds reflect California’s rising property values and cost of living, helping more people access these options.
When Should You Seek Legal Guidance?
Even with these simplified options, navigating probate can still be confusing especially if there are multiple heirs, creditors, or unique assets involved. A probate attorney can:
- Help determine if your loved one’s estate qualifies for these simplified procedures.
- Prepare and file the necessary legal documents correctly.
- Ensure the process goes smoothly and protect your rights as an heir.
A Positive Step for California Families
By expanding eligibility for simplified probate, AB 2016 makes it easier for families to settle estates and move forward after loss. Whether you need to transfer a modest estate or handle a primary residence, these changes can help you save time, reduce costs, and avoid unnecessary stress.
We’re Here to Help
If you’ve recently lost a loved one and need to navigate California’s probate process, you don’t have to do it alone. Our team at Stonebridge Litigation specializes in guiding families through every step of estate administration compassionately, efficiently, and with your family’s best interests at heart.
Contact us today for a consultation and let us help you take advantage of these new, simplified options under AB 2016.
Disclaimer: This article is for informational purposes only and does not constitute legal advice. Please consult with an attorney for advice specific to your situation.
