Free state checklist
California Executor Checklist
California probate administration often turns on the property you can identify, the records you can preserve, and the court process that applies. This list starts with the California Courts process overview, inventory guidance, personal-representative duties, creditor questions, and formal closing records.
This checklist turns official court, statute, and IRS information into organization prompts. It is not legal advice, a court filing, or a decision about what your estate is required to do.
Workspace purchases are currently unavailable; the complete checklist is free.
Source-backed action list
How to use this California list
Use the stages to keep a plain-language record of what you have found and what still needs confirmation. California Courts describes inventory, creditor notice, taxes, court reports, and final distribution in the formal process, while the exact path depends on the estate and court instructions.
- Open the official source beside an item when you need the underlying rule or court instruction.
- Use “Applies when” as a prompt to check your facts; conditional items may not fit every estate.
- Keep private records in your own secure system. This free checklist stores only checkbox state in the current browser session.
Keep the estate organized as the work continues
MyExecutorDesk's one-time $19.90 workspace is for private organization: case tasks, records, expenses, and notes. It does not decide legal entitlement or create a court filing.