This is Janet Brewer. I'm a probate attorney in California, and I'd like to answer your questions. What do you need to do if a family member has recently passed away and had less than a hundred and fifty thousand dollars of assets? Do you need to open an estate account? You don't. If that person was a California resident, instead, you can use a small estate affidavit to pass the assets on to the beneficiaries. Most banks and financial institutions have forms that you can use. This is Janet Brewer. If you need a probate attorney in California, please contact me at wwlp.com.
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Small estate affidavit california bank of america Form: What You Should Know
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