As of April 1, 2025, California’s probate landscape is changing in a big way—especially for families dealing with estates that include a home valued under $750,000. These new laws aim to simplify the process of transferring property after death, helping more Californians avoid lengthy and costly probate procedures.
What’s Changed
Historically, estates in California valued over $184,500 were required to go through a formal probate process—a procedure often criticized for being time-consuming, expensive, and stressful for surviving family members.
Thanks to Assembly Bill 2016, the threshold for simplified probate procedures has been significantly increased. Now, if the decedent’s primary residence is worth $750,000 or less, heirs may be able to bypass formal probate altogether by using a streamlined process to transfer the property.
How the New Law Works
Under the updated law, a simplified affidavit procedure—previously reserved for smaller estates—can now be applied to the decedent’s personal residence if its fair market value does not exceed $750,000. This means faster resolutions and less red tape for many families in Southern California.
To qualify, heirs must:
- Obtain a court-approved appraisal to confirm the value of the property.
- Complete and file a Petition to Determine Succession to Real Property (Form DE-310).
- Notify all heirs and interested parties.
- Attend a court hearing if necessary to finalize the transfer.
This process is far more efficient than a traditional probate case and can potentially save families thousands in court and legal fees.
What This Means for Southern California Families
With the median home price in many parts of Southern California hovering around or just under $750,000, this change is a significant win for middle-class families. It provides a clearer path to transferring property, reduces delays, and helps loved ones focus on healing rather than legal complexities.
Why Estate Planning Still Matters
Even with these new probate shortcuts, having a comprehensive estate plan is more important than ever. Proper planning—including a living trust, will, and powers of attorney—can help your family avoid probate entirely, regardless of the property’s value.
If you’re a homeowner or have aging parents in Southern California, now is a perfect time to review your estate plan. Understanding your options today can protect your loved ones tomorrow.
