What is the small estate limit in California?

$208,850 in gross value for deaths on or after April 1, 2025. Earlier dates of death use earlier limits.

How long do I have to wait to use the affidavit?

At least 40 days after the death.

Does a Homewood house count toward the limit?

Yes, unless it passes outside the estate — for example in a trust, in joint tenancy or to a surviving spouse. Real estate in Homewood often pushes an estate over the limit.

Can a small estate affidavit transfer a house?

Not the personal property affidavit. Real estate requires a petition to determine succession or, for low-value property, a separate affidavit.

What if the estate is over the limit?

Then probate is generally required, unless the assets pass by trust, survivorship or beneficiary designation.

Homewood, California — West Shore, Lake Tahoe

Homewood · Small Estate Administration

Small Estate Administration in Homewood, CA

$208,850qualifying estate limit — deaths on or after April 1, 2025

When an estate qualifies, simpler California procedures can transfer assets without a full probate.

Free consultation (530) 550-8736

County: Placer County
Probate venue: Superior Court of California, County of Placer
Route to our office: State Route 89 north through Tahoe City to Truckee
Region: West Shore, Lake Tahoe

For Homewood families

Does the estate qualify?

Three steps decide whether a simplified procedure can replace full probate.

Add up the property that counts
Assets in the decedent’s sole name, with no beneficiary designation or surviving co-owner.
Set aside what doesn’t count
Trust assets, joint tenancy, payable-on-death and beneficiary accounts, property passing to a surviving spouse and registered vehicles (Probate Code §13050).
Compare with the limit
At or under $208,850 (deaths on or after April 1, 2025): an affidavit after 40 days, or a petition for real estate. Over it: probate, unless another exception applies.

A shorter path for qualifying estates

California lets heirs collect property without formal probate when the qualifying estate is $208,850 or less (deaths on or after April 1, 2025). The Andrews Law Firm, P.C. helps Homewood families confirm eligibility and choose the right procedure.

Does the estate qualify?

The limit counts only certain property. Joint tenancy, payable-on-death and beneficiary-designated assets, and property passing to a surviving spouse, are generally excluded (Probate Code §13050).

Homes and community life in Homewood, California — Homewood Placer County, California

The personal property affidavit

Once 40 days have passed since the death, heirs can present an affidavit to banks and other holders to collect personal property (Probate Code §13100).

Real estate in Placer County

Real property may pass through a petition to determine succession filed in the Superior Court of California, County of Placer (Probate Code §13151) or, for property of small value, an affidavit filed with the court and recorded with the county recorder (Probate Code §13200).

California rules that apply in Placer County

The same state law, applied to Homewood property.

Homewood's West Shore homes are frequently long-held family cabins shared by several heirs. Written terms for use, costs and buy-outs help keep a shared property from becoming a dispute. Homewood is in Placer County.

Read the full small estate administration guide

$208,850Current limit
Gross value of qualifying property for deaths on or after April 1, 2025 (Probate Code §13100). Earlier dates of death use earlier limits.
40 daysWaiting period
The personal property affidavit can be used once 40 days have passed since the death.
Joint tenancy, beneficiary and spousal propertyAssets not counted
Property passing by survivorship, payable-on-death or beneficiary designation, or to a surviving spouse, is generally excluded from the limit (Probate Code §13050).

More for Homewood families.

Estate PlanningWills, trusts, powers of attorney and health care directives drafted to work together. Living TrustsRevocable trusts that keep funded assets out of probate and under your control. Trust AdministrationTrustee guidance through notices, inventory, taxes, accountings and distribution. ProbateCourt-supervised administration for assets left outside a trust. Conservatorship & GuardianshipCourt-supervised protection for adults and minors, and the alternatives to consider first. Asset ProtectionLawful structures that reduce avoidable exposure for personal and business assets. Tax PlanningGifts, sales and basis decisions coordinated with your estate plan. Estate Tax PlanningFederal estate tax, portability and transfer planning for larger estates. Business SuccessionOwnership and leadership transitions written into your estate plan. All practice areasEstate planning, trusts, probate, tax and protective proceedings.

Small Estate Administration in other communities: Truckee Tahoe City Kings Beach Sierraville See all areas served

In clients’ own words.

All client reviews

    
 
 
       Posted on Google  
   
   Ronald Schmader 
 
 
 
 Trustindex verifies that the original source of the review is Google. As grieving parents of our deceased son, we were in need of guidance with regard to what do we do next.  Our son was without a will and, we had no experience with how to proceed. Luckily, we contacted Elane at the Andrews Law Firm Truckee who immediately understood our situation and was able to provide the information we needed and the necessary legal paperwork to resolve our problem. Our problem was magnified by the fact that we live in Milwaukee and involved my son's car for which we could not find the title. Rather than have to return to Truckee after 40 days to request a new title, Elane assisted us in creating a power attorney for a friend in Truckee which negated our having to return to Truckee from Milwaukee to simply apply for a new title. We are very appreciative with the help we found at The Andres Law Firm Truckee. Thank you, Elaine!
  
 
      Posted on Google  
   
   David VanderJagt 
 
 
 
 Trustindex verifies that the original source of the review is Google. We really appreciate all the excellent work the Andrew’s Law Firm has done with updating our Trust. Her attention to detail is very appreciated and guiding us through our Trust planning has been exemplary . David and Linda VanderJagt
  
 
      Posted on Google  
   
   I “Sue” S 
 
 
 
 Trustindex verifies that the original source of the review is Google. Quick and efficient handling of my new Trust.
  
 
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   Stephanie (Lady Lebala) 
 
 
 
 Trustindex verifies that the original source of the review is Google. We were referred to Elaine Andrew's law firm through a friend and I'm very happy we went and sat down with her.   She quickly recognized a few mistakes in our previous trust and worked to correct them and ensure that our trust followed all legal requirements.  We now feel confident that we have a very solid trust for the future.
  
 
      Posted on Google  
   
   Cindy Ann Homer 
 
 
 
 Trustindex verifies that the original source of the review is Google. Elaine was very supportive and professional.  She sincerely listened to my concerns and questions.  She advised me of California Laws and guided me through the process of what steps would be the best for preparing my will.   Kenneth reviewed page by page of my will with me (before signing) and answered all of my questions. I highly recommend The Andrews Law Firm they made my dreaded will preparation bearable.  Thank you.
  
 
      Posted on Google  
   
   Linda Smith 
 
 
 
 Trustindex verifies that the original source of the review is Google. Process was quick and easy. Appreciated all the help they provided.

This testimonial or endorsement does not constitute a guarantee, warranty, or prediction regarding the outcome of your legal matter.

Frequently asked questions

Questions from Homewood families.

What is the small estate limit in California?: $208,850 in gross value for deaths on or after April 1, 2025. Earlier dates of death use earlier limits.
How long do I have to wait to use the affidavit?: At least 40 days after the death.
Does a Homewood house count toward the limit?: Yes, unless it passes outside the estate — for example in a trust, in joint tenancy or to a surviving spouse. Real estate in Homewood often pushes an estate over the limit.
Can a small estate affidavit transfer a house?: Not the personal property affidavit. Real estate requires a petition to determine succession or, for low-value property, a separate affidavit.
What if the estate is over the limit?: Then probate is generally required, unless the assets pass by trust, survivorship or beneficiary designation.

From Homewood to a plan you can rely on.

From Homewood, take State Route 89 north through Tahoe City to our office at 10270 Donner Pass Road, Truckee, CA 96161. If the drive is difficult, ask about meeting arrangements when you call.

Book a free consultation Call (530) 550-8736

Small Estate Administration in Homewood, CA

Add up the property that counts

Set aside what doesn’t count

Compare with the limit

A shorter path for qualifying estates

Does the estate qualify?

The personal property affidavit

Real estate in Placer County

The same state law, applied to Homewood property.

More for Homewood families.

In clients’ own words.

From Homewood to a plan you can rely on.