Roger's Peace of Mind Probate Timeline

Welcome! Just a reminder, this information does not constitute legal advice, nor is it meant to depict a set-in-stone timeline for any single probate. We aim to bring you the general order of events, keeping in mind that several factors will affect the length of a probate, including court scheduling and the alignment of family goals. Roger is not an attorney; however, in his role as a Broker Associate, he works closely with your lawyer to facilitate a successful conclusion.

Alameda County Note: All probates are processed through Probate Court at the Berkeley, CA location of the County of Alameda Superior Court.


MONTHS 1-2

Prepare and File Petition for Probate


MONTHS 2-3

The following are issued:

Court Hearing on the Petition for Probate

  • Letters of Administration OR Letters Testamentary (Note: Letters of Administration and Letters Testamentary represent the same power. Letters Testamentary are given to the "executor" of an estate if there is a will, while Letters of Administration are given to the "administrator" of an estate if there is no will.)

  • Orders for Probate

  • Duties and Liabilities

  • Issue Bond (if ordered)


MONTHS 2-4

Notice to Creditors


MONTHS 4-8

File Inventory & Appraisal


MONTHS 6-12

Pay State and Federal Taxes (if necessary)

Allow or Reject Creditor Claims

Possible Preliminary Distributions

Notice of Dept. of Health Care Services (if deceased received Medi-Cal)

Notice to Franchise Tax Board (if heir is out of state)


MONTHS 6-15

Claim of Exemption (if assets transfer to minor)


MONTHS 6-18

Receive Final Tax Letter from State and Federal


MONTHS 8-16

File Petition for Final Distribution and Accounting

Hearing on Petition for Final Distribution and Accounting

Order Approving Final Distribution and Accounting


MONTHS 9-17

Distribution of Assets to Heirs


MONTHS 9-18

Final Discharge Order (indicates close of probate case)

Final Distribution of Funds