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Home→Tools→Executor Duties Checklist→California

What Are My Duties as Executor in California?

Step-by-step guide for executors navigating probate, from filing the will to closing the estate.

Frequently Asked Questions

An executor (or personal representative) in California is responsible for filing the will with the probate court, inventorying and appraising assets, notifying creditors, paying debts and taxes, and distributing remaining property to beneficiaries. The executor has a fiduciary duty to act in the best interest of the estate and its beneficiaries.

The probate petition filing fee in California starts at approximately $435.Cal. Prob. Code §§ 10800, 10810 (statutory fee schedule: 4%/3%/2%/1%/0.5%/reasonable on gross estate value), 13100 (personal property affidavit), 13200 (real property affidavit), 13150-13157 (primary residence succession; amended by AB 2016, Stats. 2024, ch. 331, eff. Jan 1, 2025), 890 (CPI adjustment mechanism: April 1 every 3 years). Small estate thresholds verified against courts.ca.gov self-help page (deaths on/after April 1, 2025: § 13100 = $208,850, § 13200 = $69,625, §§ 13150-13157 primary residence = $750,000; next adjustment April 1, 2028). § 8480 (bond required before letters), § 8481 (will waiver or all-beneficiary written waiver; court retains good-cause authority), §§ 8901-8902 (probate referee appraises all non-cash assets), § 8961 (0.1% commission), § 8963 ($75 min, $10K max), § 8120 (publication of notice of petition), §§ 10400-10592 (IAEA independent administration), § 9100 (creditor claims: later of 4 months from letters or 60 days from notice). Verified 2026-05-31.Verified May 31, 2026 Additional fees may apply for certified copies, recording fees, and publication of notice to creditors.

California requires the executor to publish notice to creditors in a local newspaper. Known creditors should also receive direct written notice. Creditors have 4 months to file claims.Cal. Prob. Code §§ 10800, 10810 (statutory fee schedule: 4%/3%/2%/1%/0.5%/reasonable on gross estate value), 13100 (personal property affidavit), 13200 (real property affidavit), 13150-13157 (primary residence succession; amended by AB 2016, Stats. 2024, ch. 331, eff. Jan 1, 2025), 890 (CPI adjustment mechanism: April 1 every 3 years). Small estate thresholds verified against courts.ca.gov self-help page (deaths on/after April 1, 2025: § 13100 = $208,850, § 13200 = $69,625, §§ 13150-13157 primary residence = $750,000; next adjustment April 1, 2028). § 8480 (bond required before letters), § 8481 (will waiver or all-beneficiary written waiver; court retains good-cause authority), §§ 8901-8902 (probate referee appraises all non-cash assets), § 8961 (0.1% commission), § 8963 ($75 min, $10K max), § 8120 (publication of notice of petition), §§ 10400-10592 (IAEA independent administration), § 9100 (creditor claims: later of 4 months from letters or 60 days from notice). Verified 2026-05-31.Verified May 31, 2026 The executor is personally liable for distributions made before the claim period expires if valid claims go unpaid.

California allows estates valued at $208,850 or less to use a Small Estate Affidavit.Cal. Prob. Code §§ 10800, 10810 (statutory fee schedule: 4%/3%/2%/1%/0.5%/reasonable on gross estate value), 13100 (personal property affidavit), 13200 (real property affidavit), 13150-13157 (primary residence succession; amended by AB 2016, Stats. 2024, ch. 331, eff. Jan 1, 2025), 890 (CPI adjustment mechanism: April 1 every 3 years). Small estate thresholds verified against courts.ca.gov self-help page (deaths on/after April 1, 2025: § 13100 = $208,850, § 13200 = $69,625, §§ 13150-13157 primary residence = $750,000; next adjustment April 1, 2028). § 8480 (bond required before letters), § 8481 (will waiver or all-beneficiary written waiver; court retains good-cause authority), §§ 8901-8902 (probate referee appraises all non-cash assets), § 8961 (0.1% commission), § 8963 ($75 min, $10K max), § 8120 (publication of notice of petition), §§ 10400-10592 (IAEA independent administration), § 9100 (creditor claims: later of 4 months from letters or 60 days from notice). Verified 2026-05-31.Verified May 31, 2026 The waiting period is 40 days after death. This avoids the need for formal probate and significantly reduces time and cost.

California has a statutory fee schedule for executor compensation.Cal. Prob. Code § 10800Verified May 31, 2026 Typical executor fees range from 2% to 5% of estate value. Executors can waive their fee entirely or accept a reduced amount. See a detailed breakdown with the California executor fee calculator.

Probate costs in California include court filing fees, attorney fees, executor compensation, publication costs, and potentially a surety bond. Total costs generally range from 3-8% of the estate value depending on complexity. The California probate calculator provides a detailed cost estimate based on estate value.

Executor Duties in California

Probate in California begins with filing the will and a petition with the court. The initial filing fee is $435Cal. Gov. Code §§ 70650(a), 70602.5, 70602.6Verified May 31, 2026. After appointment, the executor receives letters testamentary granting legal authority to manage estate affairs.

Creditors in California have 4 monthsCal. Prob. Code § 9100 — later of 4 months from letters or 60 days from mailed/personal notice of administrationVerified May 31, 2026 to file claims after notice is published. The executor must publish notice in a local newspaper and send direct notice to known creditors. For smaller estates under $208,850Cal. Prob. Code § 890Verified May 31, 2026, simplified procedures may be available that bypass formal probate.

California sets executor fees by statute, typically to of estate value. Executors can waive their fee or negotiate a different amount. See the executor fee calculator for a breakdown.

Simple estates in California typically close in 9 monthsCal. Prob. Code §§ 10800Verified May 31, 2026 from the date of filing. Estates held in a revocable living trust skip probate entirely — the successor trustee handles distribution privately in weeks. The creditor claims guide covers notification deadlines for estates that do go through probate.

SimplyTrustSimplyTrust Editorial·Updated May 31, 2026

Legal Sources

  • Cal. Gov. Code §§ 70650(a), 70602.5, 70602.6
  • Cal. Prob. Code § 890
  • Cal. Prob. Code § 9100 — later of 4 months from letters or 60 days from mailed/personal notice of administration
  • Cal. Prob. Code §§ 10800

Data sourced from California statutes and official state code. How we research.

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California Estate Planning Resources

In-depth guides covering California probate laws, trust requirements, and estate planning strategies.

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