If you’re a personal representative for an estate in California probate, you may sometimes need to give notice of proposed actions to the California Attorney General’s Office. First of all, don’t try to go through the probate process without legal guidance. It can get really complicated and you should absolutely work with an attorney who is well-versed in estate and probate laws. Still, we can tell you that the Attorney General’s office has to be notified about any matter involving the estates and a gift to charity, gifts made to an unnamed charitable beneficiary, assets that are held in a charitable trust or if any of the estate may escheat to the State of California.
How Do You Give Notice To The California Attorney General In Probate Matters?
Maybe it will be a couple of days before you can get to the attorney’s office. Perhaps you want to know right now what is involved in giving notice to the California Attorney General’s Office. Maybe you’re just trying to wrap your head around these new responsibilities. That’s completely understandable.
The office of the Attorney General offers a guide you can look through. It might be helpful, but it might just make you more confused. You can check it out here. Still, it doesn’t really explain the actual process that you’re probably wondering about.
The Basic Steps
Essentially, you send a “conformed” (clerk-stamped) copy of the Notice of Proposed Action to the AG. You use an official form (as well as any attachments). Here is the official form. Look over while you wait to talk to the attorney. Now, keep in mind: Someone else must mail any Notice of Proposed Action for you. You can’t mail it yourself. Then, that person must sign a Proof of Service by Mail form or a Proof of Service by Personal Delivery form.
Lastly, you must file the original Notice of Proposed Action and the Proof of Service by Mail or by Personal Delivery forms with the filing clerk at the probate court.
Do You Need A California Realtor Specializing In Probate?
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We are experts in the probate sale under the probate code and trust law. So, we know the California Probate Code. We won’t let you get lost in it. If you need a real estate agent in California specializing in probate, please contact us today! We are upfront and honest about the costs of probate. Everyone wants to know about probate fees, but no one wants to talk about them. We will though.
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We will guide you through every step of the process of selling (or even purchasing) a home involved in probate.If you are buying a home in California, please have a look at our probate property search. If you need a Los Angeles, Orange County, Riverside, or San Bernardino professional to help you through the probate real estate maze, call us!
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