Court Process

By Shanty Soerjono
CA DRE #02187790 · Century 21 Masters
June 11, 2026 · 16 min read
Why understanding the timeline changes everything
When a family first calls me after losing someone, the question underneath every other question is almost always the same: how long is this going to take? Probate has a reputation for being endless, and the uncertainty is often harder on families than the work itself. You cannot plan a sale, divide proceeds, or even fully grieve when the process feels like a fog with no edges. The single most calming thing I can do in a first conversation is draw the map.
Here is the honest answer up front: a straightforward California probate usually runs nine to eighteen months from the day the petition is filed to the day the court approves final distribution. Some close faster. Complicated estates — litigation, hard-to-find heirs, tax problems, real property that will not sell — can run longer. But the shape of the process is remarkably consistent, because it is built around statutory waiting periods and court calendars that apply to everyone.
What follows is the full sequence as it typically unfolds in California probate courts. I am a real estate agent who specializes in probate sales, not an attorney, so treat this as orientation rather than legal advice. Your probate attorney is the person who applies these stages to your specific estate, and where your facts differ from the typical case, their guidance wins every time.
One more reassurance before we start: very little of this timeline requires your constant attention. Long stretches are simply waiting — for a hearing date, for a notice period to run, for creditors to respond. Families often feel guilty during the quiet months, as if they should be doing more. Usually they should not. The calendar is doing the work.
Week zero: before anything is filed
The probate clock does not start at death — it starts at filing. The gap between the two varies enormously. Some families file within two weeks; others wait months while they locate the will, choose an attorney, or simply catch their breath. There is no single statutory deadline that forces an immediate filing in most situations, but delay has real costs: the house sits uninsured or under-insured, bills accumulate, and mortgage arrears can build toward foreclosure.
During this window, a person who has custody of the original will is generally expected to lodge it with the superior court in the county where the decedent lived — California law directs this to happen within 30 days of learning of the death. Lodging the will is not the same as opening probate; it simply puts the document on file. Your attorney will confirm the exact requirements for your county.
This is also the period for triage on the property itself. Secure the home, locate insurance policies, keep utilities on, and forward the mail. None of this requires court authority when you are simply preserving what exists. What you should not do before appointment is sell, give away, or significantly alter estate assets — acting without authority is one of the few ways well-meaning family members create genuine legal trouble for themselves.
Practically, the most valuable thing you can do in week zero is assemble documents: the will if there is one, a death certificate, a rough list of assets and debts, recent mortgage and tax statements, and the names and addresses of everyone who might inherit. Walking into an attorney's office with that folder can shave weeks off the front end.
- Lodge the original will with the county superior court
- Order multiple certified copies of the death certificate
- Secure and insure the home; keep utilities active
- Gather mortgage, tax, bank, and insurance statements
- List likely heirs and beneficiaries with current addresses
- Interview and retain a probate attorney
Month one: filing the petition and setting the first hearing
Probate formally begins when someone — usually the person named as executor in the will, or a close relative if there is no will — files a Petition for Probate with the superior court. The petition asks the court to admit the will (if there is one), appoint a personal representative, and grant authority to administer the estate. Filing fees apply, and the petition must be accompanied by supporting forms your attorney prepares.
Once filed, the court clerk assigns a hearing date. In most California counties that first hearing lands roughly six to eight weeks out, though busier courts can run longer and quieter ones shorter. This waiting period is the first of several fixed delays in the process, and there is genuinely nothing to do but use the time well — which usually means preparing the property and finishing the document gathering started earlier.
Between filing and hearing, two notice requirements run. Notice of the hearing must be mailed to heirs and beneficiaries at least 15 days before the hearing, and notice must be published in a newspaper of general circulation in the city where the decedent lived. The publication requirement surprises families — it feels antiquated — but it serves a real function: it alerts unknown creditors and interested parties that the estate is being opened.
If anyone intends to contest the will or object to the proposed personal representative, this is typically when it surfaces. Most probates draw no objection at all, and the first hearing becomes a brief, almost administrative event. When objections do appear, the timeline forks, and your attorney becomes indispensable — contested matters follow their own calendar.
Months two to three: appointment and Letters
If the first hearing goes smoothly, the court admits the will, appoints the personal representative — called an executor when named in a will, an administrator when not — and issues an order. Shortly after, the clerk issues the document the entire process pivots on: Letters Testamentary or Letters of Administration, usually just called Letters. This single page is your proof of authority. Banks, escrow companies, title insurers, and buyers will all ask for it.
At the same time, the court specifies whether you hold full or limited authority under the Independent Administration of Estates Act. Full authority lets you take most actions — including selling real property — without returning to court for confirmation, after giving proper notice to interested parties. Limited authority requires court confirmation for real estate sales. Which one you receive shapes the entire back half of the timeline, and I have written a separate guide on exactly this distinction.
The court may also require a bond — an insurance policy protecting the estate against mismanagement — unless the will waives it or all beneficiaries agree to waive it. Arranging a bond adds a little time and cost, and personal representatives with poor credit can find it difficult, which is worth flagging to your attorney early.
Receiving Letters is the emotional turning point for most families. Before this moment, everything was preparation and waiting. After it, you can open an estate bank account, marshal assets, deal with the mortgage company as an authorized representative, and — critically for my world — put the house on the market. The sale does not have to wait for the end of probate; it usually happens right in the middle.
Letters are the key that unlocks everything. Order several certified copies when they issue — banks and escrow officers usually want one that is recently certified, and reordering mid-transaction wastes days.
Months three to seven: the creditor claim window
Once appointed, the personal representative must notify known and reasonably ascertainable creditors of the estate. Creditors then have a limited window to file claims — generally the later of four months after Letters issue or 60 days after the creditor was given notice. This four-month period is one of the great unmovable blocks in the California probate timeline. Even a perfectly administered estate cannot close before it runs.
During the window, the representative reviews each claim and either allows or rejects it. Routine debts — final medical bills, credit cards, utilities — are typically allowed and paid from estate funds in due course. Disputed claims can be rejected, which puts the burden on the creditor to sue within a set period if they want to pursue it. Your attorney handles the mechanics; your job is mostly to make sure no claim arrives without being logged.
Families sometimes panic when claims arrive, especially medical bills with large numbers attached. Remember that claims are paid from the estate, in an order of priority set by law, before distributions — they are not the personal debts of the heirs. If the estate is solvent, claims are a bookkeeping exercise. If the estate may be insolvent, tell your attorney immediately, because insolvent estates follow special rules and paying the wrong creditor first can create personal exposure.
Also due in this stretch: the Inventory and Appraisal. The representative lists every estate asset, and a court-appointed probate referee appraises the non-cash assets — including the house — at date-of-death values. The Inventory and Appraisal is generally due within four months of Letters issuing, and the referee's appraisal of the home matters enormously if the sale will require court confirmation, because confirmation prices are measured against it.
Months four to ten: administering assets and selling the home
This is the productive middle of probate, and it is where I spend my professional life. With Letters in hand, the representative consolidates accounts, manages or sells securities as appropriate, keeps the property insured and maintained, and — in the majority of estates I work with — sells the house. A probate listing under full authority looks much like a normal sale with extra notice requirements; a limited-authority sale adds a court confirmation hearing and the possibility of overbidding.
Under full authority, the path is: prepare and list the home, accept an offer, mail a Notice of Proposed Action to heirs and beneficiaries giving them at least 15 days to object, and proceed to a normal escrow if no one does. From accepted offer to closing typically runs 30 to 60 days, much like any sale. Under limited authority, after accepting an offer you petition the court for confirmation, wait for a hearing date — often four to eight weeks out — and attend a hearing where the sale can be overbid in open court before the judge confirms it.
Timing the listing well matters. Listing too early — before Letters — means you cannot actually contract to sell, and sophisticated buyers know it. Listing too late wastes the months you spent waiting on the creditor window. My usual advice is to use the pre-Letters weeks for cleanout, repairs, and staging decisions so the home can go to market almost immediately after appointment.
Sale proceeds land in the estate account, not in anyone's pocket. They sit there — earning what they earn — until distribution is approved. Families sometimes find this maddening, particularly when a sibling needs money. There are limited mechanisms for preliminary distributions in some estates, which your attorney can evaluate, but the default is that everyone waits for the final accounting together.
Months eight to twelve: taxes, accounting, and loose ends
Before an estate can close, its tax picture must be resolved. That usually means a final personal income tax return for the decedent's last year of life, and possibly fiduciary income tax returns for the estate itself if it earned income — interest, dividends, rent, or gain — during administration. Federal estate tax affects only very large estates under current law, but the thresholds and rules change; this is squarely a question for your CPA and probate attorney, and I will not pretend to advise on it.
California does not impose its own estate or inheritance tax as of this writing, which spares most families one layer of complexity. Property tax is a different story: the death itself, and the eventual transfer, can trigger reassessment questions under California's parent-child transfer rules, which narrowed significantly under Proposition 19. If an heir hopes to keep the home and preserve its property tax basis, the requirements are strict and time-sensitive — confirm them with your attorney or a property tax specialist before assuming anything.
Meanwhile, the representative prepares the final accounting: a complete report of everything that came into the estate, everything that went out, and what remains. Beneficiaries can waive a formal accounting, which saves time and preparation cost, and in harmonious families they often do. Where trust between heirs is thin, the formal accounting is worth its weight — it is the document that proves the representative handled everything properly.
This stage is also when stray problems surface and must be cleared: an unreleased lien on the property discovered in a title search, an out-of-state asset needing ancillary probate, an unclaimed account found late. None of these is unusual. Each adds weeks rather than dooming the estate, but they are the reason experienced attorneys resist promising exact closing dates.
Months ten to fourteen: the petition for final distribution
When debts and taxes are handled and the accounting is ready, the representative files a Petition for Final Distribution. This document tells the court the whole story: what the estate contained, what was paid, what fees are requested, and exactly who gets what. The court sets a hearing — again typically several weeks out — and notice goes to all interested parties.
Fees come out at this stage. California sets statutory compensation for both the personal representative and the attorney as a percentage of the estate's value on a sliding scale, and the court must approve them. Extraordinary fees — for unusual work like litigation or particularly complex sales — can be requested separately and are awarded at the court's discretion. The numbers are worth discussing with your attorney at the start of the case, not the end, so nothing here is a surprise.
If no one objects at the hearing, the judge signs the Order for Final Distribution. That order is the legal instruction to pay everyone: specific gifts first, then the residue to the residuary beneficiaries in their shares. For real property that was not sold, the order itself transfers title, and a certified copy gets recorded with the county.
Checks typically go out within days to weeks after the order. Some representatives obtain receipts from each beneficiary, file an ex parte petition for final discharge, and are formally released by the court — the true last step, which ends the representative's authority and responsibility. When that discharge issues, probate is over.
What actually slows a probate down
Families often assume delay means someone is doing a bad job. Usually it does not — but some delays are avoidable, and knowing the difference helps you push in the right places. The unavoidable delays are the statutory ones: the gap to the first hearing, the 15-day notice periods, the four-month creditor window, and court calendar time for confirmation and distribution hearings. No attorney can compress these.
The avoidable delays cluster around paperwork and people. Petitions rejected for technical defects and refiled. Inventories filed late. A representative who is slow to sign documents or respond to the attorney. Heirs whose addresses nobody bothered to confirm, forcing re-notice. A house that sits unprepared for months because no one made decisions about the furniture. Each of these is a few weeks; together they are the difference between a twelve-month probate and a twenty-month one.
Then there are the genuine complications: will contests, disputes between heirs, an insolvent estate, real property with title defects, a business that must be operated or sold, or litigation the decedent left behind. These can add months or years, and they are exactly why you hire a good attorney rather than the cheapest one. If your estate has any of these features, ask your attorney for a revised timeline early rather than measuring against the standard one and feeling perpetually behind.
The property itself is the delay I can most directly prevent. A vacant home that falls into disrepair, loses its insurance, or slides toward foreclosure creates emergencies that hijack the whole administration. A home that is secured, insured, maintained, and sold at the right moment in the timeline keeps the estate liquid and the process boring — and boring is exactly what you want.
Putting it together: three realistic scenarios
A clean, fast probate looks like this: the will is found immediately, the petition is filed within a month of death, no one objects, full authority issues, the house sells under a Notice of Proposed Action during the creditor period, taxes are simple, beneficiaries waive the formal accounting, and the petition for final distribution is filed the week the estate is ready. Total time: roughly nine to eleven months, most of it statutory waiting.
A typical probate adds friction without drama: a six-week delay finding documents and choosing an attorney, a continued first hearing because a notice went out late, a sale that takes two listing price adjustments, a creditor claim that needs negotiation, and a representative who lives out of state and signs things slowly. Total time: twelve to sixteen months. This is the honest median, and nothing about it indicates failure.
A hard probate involves a real complication: a contested will, a sibling who refuses to communicate, a house with a foreclosure sale date looming, or an insolvent estate. These cases are managed rather than scheduled. The right team — attorney, agent, CPA — keeps even hard cases moving, but the family's most important asset becomes patience, and the most important discipline is making decisions when they are needed rather than deferring them.
Wherever your estate falls, the timeline is more knowable than it feels on day one. Ask your attorney to mark the fixed milestones on a calendar — petition, first hearing, Letters, inventory deadline, end of the creditor window, target listing date, distribution hearing — and you will trade the fog for a road. Families do dramatically better, emotionally and financially, once they can see the road.
Where a probate real estate specialist fits in this timeline
My role threads through the middle of everything above. Before Letters issue, I help families secure and assess the property, line up cleanout and repair resources, and build a pricing strategy so no time is lost. Once Letters issue, I list and sell the home inside the court's rules — Notice of Proposed Action under full authority, confirmation and overbid preparation under limited authority — and coordinate with the attorney so the escrow never trips over the probate.
I do not replace the probate attorney, and I am cautious about anyone in my profession who blurs that line. The attorney runs the legal process; I run the property. The estates that go smoothly are almost always the ones where those two roles communicate constantly — hearing dates shared, notice periods calendared against escrow deadlines, proceeds wired to the right estate account without drama.
If you are at the very beginning of this road — no attorney yet, a house full of belongings, and a knot in your stomach — start with one conversation. I will walk you through where your estate likely sits on this timeline, what the property needs this month, and which attorneys local families have trusted. The consultation costs nothing, and clarity, in my experience, is the thing grieving families need most.
Key takeaways
- A typical California probate runs nine to eighteen months; most of that time is statutory waiting, not work.
- The process pivots on Letters — once issued, you can act for the estate, including selling the house mid-probate.
- The four-month creditor claim window is unmovable; no estate closes before it runs.
- Full vs. limited authority under the IAEA determines whether the home sale needs court confirmation.
- Avoidable delays come from paperwork defects, slow signatures, and an unprepared property — all fixable.
- Use the pre-Letters weeks to prepare the home so it can list immediately after appointment.
- Mark the fixed milestones on a calendar with your attorney; visibility is the best antidote to anxiety.
Questions, answered
FAQ
Can probate in California really be done in under a year?
Yes, when everything cooperates: prompt filing, no objections, full authority, a smooth sale, simple taxes, and waived accountings. Nine to eleven months is achievable for clean estates. But the statutory waiting periods set a hard floor — there is no legitimate way to close a standard probate in just a few months.
Does the house sale have to wait until probate ends?
No — and this is the most common misconception I encounter. Once Letters issue, the personal representative can sell the home mid-process, subject to either a Notice of Proposed Action (full authority) or court confirmation (limited authority). Proceeds then wait in the estate account until distribution.
What happens if we miss a deadline, like the inventory?
Courts generally allow corrections, and a late inventory usually means a status hearing or a nudge from the court rather than catastrophe. Chronic delays can lead to the court ordering compliance or, in serious cases, replacing the representative. Tell your attorney early if you are falling behind — fixes are easier before the court notices.
Do all heirs have to agree before the process can move forward?
No. The personal representative, once appointed, has authority to administer the estate without unanimous consent, within the court's rules. Heirs have rights to notice and to object at defined points, but a single reluctant heir cannot simply freeze the process. Genuine disputes are handled through the court, not by stalemate.
How long after the final hearing do beneficiaries actually get paid?
Typically within days to a few weeks after the judge signs the Order for Final Distribution. Real property distributed in kind transfers via the recorded order. If a representative delays unreasonably after the order, beneficiaries can ask the court to compel distribution — but in practice, this last step is usually the fastest one.
Is the timeline different if there is no will?
The stages are essentially identical — intestate estates follow the same petition, appointment, creditor, and distribution sequence. The differences are who serves (an administrator chosen by statutory priority), who inherits (set by California's intestacy rules), and sometimes a bond requirement that a will would have waived. Your attorney can map your specific situation.

About the author
Shanty Soerjono
CA DRE #02187790 · Century 21 Masters
Shanty Soerjono is a probate and trust real estate specialist serving Chino Hills, the San Gabriel Valley, the Inland Empire, and Orange County. She works alongside probate attorneys to guide families through every step of an estate home sale — with patience, paperwork fluency, and zero pressure.
Keep reading in the Probate Library
- Court ProcessLetters Testamentary vs. Letters of Administration: What the Difference Means for You
- Court ProcessWhen the Will Can't Be Found: Lost Wills, Copies, and Intestate Fallbacks
- Court ProcessFull vs. Limited Authority Under the IAEA: The Distinction That Shapes Your Entire Probate
- Court ProcessThe Probate Referee's Appraisal: How It Works and What to Do When It's Wrong
This article is educational content only and is not legal, tax, or financial advice. Probate rules, thresholds, and tax law change and depend on your specific facts — always confirm your situation with a qualified California probate attorney and CPA.