Blog Post
What Are Probate & Estate Administration in California?
7/20/2025
Probate is a court-supervised process that validates a decedent’s will, ensures debts are settled, and distributes remaining assets to beneficiaries. It applies to assets solely in the decedent’s name and requires legal documentation, inventory, and court approval for distribution.
Estate administration goes beyond probate. It involves managing assets such as real property, financial accounts, business interests, and intellectual property, which may be located in California, other states, or abroad.
Further, it also includes incapacity planning through trusts, powers of attorney, and advanced healthcare directives. This broader approach ensures assets are organized and ready for efficient distribution, whether or not court supervision is required.
While probate deals with a decedent’s assets, estate administration includes court-involved and independent asset management. Assets held in trusts or joint accounts often bypass the legal system, streamlining distribution. Together, these processes ensure compliance with legal requirements and facilitate the efficient transfer of wealth.
However, it is essential to recognize that these processes have distinct roles and operate differently in key areas. Understanding how they differ is vital in making informed decisions about managing and distributing assets efficiently.
San Diego Probate Attorneys
San Diego, CA 92101