What are 9 exceptions when probate is NOT necessary to transfer or sell a home?
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
ck@ckpremierproperties.com
CA DRE Lic# 01809365
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