California  |  Wills and Trusts

Legal Question

Asked on: 9/29/13, 4:00 am

How do I handle Mom's begin a small estate distribution with only a copy of her will?

2 Answers


Answered on: 9/29/13, 7:12 am by Michele Cusack

If the value of the estate is under $150,00, you (together with the other beneficiaries, if any) can provide the financial institutions with small estate affidavits (Probate Code Section 13100). You will also need death certificates.


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Pollak & Cusack 1701 Novato Blvd. Suite 304 Novato, CA 94947

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Answered on: 9/29/13, 2:26 pm by Victor Waid

I agree with Michele Cusack; however you will also need to have personal identification of each of each beneficiary, in addition to the documents mentioned by Ms Cusack, plus bank may also have you complete their own bank approved affidavit.


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Law Office of Victor Waid 777 Campus Commons Rd., Suite 200 Sacramento, CA 95825

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