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9 Exceptions To Probate

Updated: Feb 1

What are 9 exceptions when probate is NOT necessary to transfer or sell a home?

wood table with word probate and a gavel

1) Living Trust

This legal document is set up during the life of a person to distribute money or property to a person or organization. If a property is vested to a Living Trust, probate is not required.

2) Joint Tenancy

3) Community Property

4) Community Property with Right of Survivorship

5) Revocable Transfer on Death Deeds (RTOD)

6) Spousal Property Petition

7) Heggstad Petition

8) Affidavit RE Real Property of Small Value

9) Petition to Determine Succession to Real Property

Christine Kueneke

Broker Associate, Realtor®

Berkshire Hathaway HomeServices California Properties

call or text 760-613-1626

CA DRE Lic# 01809365

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