Shanty Soerjono

The Probate Guide

Everything below is the plain-English version of how a probate home sale works in California: what the court requires, what can go wrong, and how each piece gets handled for you.

Overview

Probate is the court-supervised process of settling a loved one’s estate — validating the will, paying debts, and distributing what remains. When the estate includes a home, that home usually has to be maintained, valued, and often sold under the court’s rules.

That intersection of court procedure and real estate is exactly where I work. Below is the honest version of what happens, what can go wrong, and how each risk gets handled.

Full vs. limited authority

Under the IAEA, full authority lets you sell without court confirmation. Limited authority means a confirmation hearing. We plan around whichever you hold.

Notice of proposed action

With full authority, heirs get 15 days' notice of the sale terms. Clean notices prevent the objections that stall escrows.

Overbid hearings

In confirmation sales, the accepted offer can be overbid in court. I prepare buyers for it — and sometimes use it to push the price up.

First responsibility

An empty home is a vulnerable home — to break-ins, weather, lapsed insurance, and family friction. The first 30 days matter most.

01

Re-key & secure

Locks changed, keys controlled, and access logged — before anything else.

02

Vacant-home insurance

Standard policies can lapse on vacancy. I flag it early so coverage never gaps.

03

Utilities & upkeep

Power, water, yard, and mail managed so the home never looks abandoned.

04

Document everything

Photo inventory on day one protects the executor from later disputes.

With dignity

Clearing a parent’s home is often the hardest single day of the process. It should never be rushed, and it should never fall on one sibling alone.

I coordinate the practical machinery — inventory, appraisal of valuables, estate-sale professionals, donation pickups, respectful disposal — around your family’s pace. Heirlooms get found, distributed, and shipped before anything else moves. What can do good gets donated, with receipts kept for the estate’s accounting.

Step by step

Step 1

File the petition

Your attorney files with the probate court. The first hearing typically lands 6–8 weeks out — we use that time, not lose it.

Step 2

Letters issued

The court appoints the executor or administrator. Your authority — full or limited — now sets the sale strategy.

Step 3

Secure & prepare

Insurance verified, locks changed, belongings handled, and only the improvements that pay for themselves.

Step 4

Go to market

Cash, listing, or auction. Heirs receive proper notice; buyers are vetted for probate timelines, not just pre-approval.

Step 5

Court confirmation

If required, the sale is confirmed in court — including any overbids. I prepare everyone so hearing day holds no surprises.

Step 6

Close & distribute

Escrow closes, proceeds land in the estate account, and the final accounting moves your family toward done.

Estates in arrears can usually still be saved — but California’s nonjudicial foreclosure timeline doesn’t pause for grief. Depending on where you are in the process, we can negotiate with the lender, reinstate the loan, or sell before the auction date and protect the family’s equity. The earlier you call, the more options exist.

Questions, answered plainly

It depends on your authority. With full authority under the IAEA, you can sell after giving heirs a 15-day Notice of Proposed Action — no hearing needed. With limited authority, the sale must be confirmed in court. We confirm which one you hold before anything goes to market.