California Home Transfer Kit: The AB 2016 Probate Path
California Home Transfer Kit: The AB 2016 Probate Path
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Digital download. No physical shipping. Educational use only. Not legal advice. Purchase grants a personal-use license (not ownership).
Someone you love has passed away, and their California home is still in their name. As of April 1, 2025, a law called AB 2016 lets you move a primary residence worth $750,000 or less into the right name without the long, expensive full probate. This kit walks you through that path, one calm step at a time.
Instant access on any device. Every form number and dollar limit current and California-specific. And if it isn't the right fit, there's a 7-day refund.
Which path fits your situation?
Three questions, about 30 seconds, no email needed.
1 of 3
What's still in their name?
2 of 3
Has it been 40 days since they passed away?
3 of 3
Was a living trust involved?
Whichever path it is, the walkthrough holds your place and gives you the wording at each step. And if it isn't the right fit, there's a 7-day refund.
What's inside
A 14-step guided walkthrough you can follow on your phone or your computer, with the checklists, the templates, and the exact form numbers you need:
- The Petition to Determine Succession to Real Property (DE-310), explained line by line, so you know what every part is asking.
- A ready-to-use notice template for the heirs, which is the step AB 2016 added and the one that trips most people up.
- How to get the probate referee appraisal (DE-160) that sets your home's value as of the date of death.
- The hearing, what to bring and what the judge checks, then recording the order to put the home in the new name.
- The affidavit track for bank accounts, vehicles, and belongings, so the rest of the estate moves too.
- The low-value option (DE-305), and an honest guide to when a case is big enough to bring in a lawyer.
Who it's for
The person handling a parent's or a spouse's estate, transferring the family home, and ready to take the next step. You can do this, and you'll have a guide that walks with you the whole way.
How it works
Confirm the home qualifies, gather your documents and wait the 40 days, get the appraisal, file the DE-310 with the right legal description, notify every heir, go to a short hearing, then record the order. The kit holds your place and gives you the wording at each step.
What you get
Instant access to the full guided kit the moment you buy. It works on any device, and you can save or print it to keep beside you while you file.
Good to know
This kit covers California's simplified probate paths for a primary residence and personal property. If it isn't the right fit, there's a 7-day refund. ClaimKit Help is an educational guide, not a law firm, and this kit gives you information, not legal advice.
Common questions
What did AB 2016 change about California probate?
AB 2016 took effect April 1, 2025. It lets you transfer a primary residence worth $750,000 or less using a court petition (DE-310) instead of full probate, and it added a step where you notify every heir. It also raised the affidavit limit for personal property to $208,850.
Does my home qualify?
The home qualifies if it was the person's primary residence in California, its gross value is $750,000 or less for a death on or after April 1, 2025, and it wasn't held in a living trust. Vacation homes, rentals, and land use a different path.
Do I still need this if there's a living trust?
No. If the home was in a living trust, the trust transfers it and you don't need a court petition. This kit is for a home held in the person's own name.
What forms does the kit cover?
The Petition to Determine Succession to Real Property (DE-310), the Inventory and Appraisal (DE-160), the small-value affidavit (DE-305), the fee waiver (FW-001), and the Small Estate Affidavit for personal property. Every form is named by number with what it's for.
What about bank accounts and the car?
Those move on a separate track, usually with a signed affidavit and no court at all, for non-home property worth $208,850 or less. The kit walks you through that too.
Is this legal advice?
No. ClaimKit Help is an educational guide, not a law firm. The kit gives you information about California's simplified probate procedures, and using it doesn't create an attorney-client relationship.
Can I get a refund?
Yes, there's a 7-day refund if it isn't the right fit.
What’s included
What’s included
Everything in Starter (19 documents), plus
Phase 2 case preparation and Phase 3 filing and court. Everything you need to walk into that courtroom ready.
50 documents total. Digital download. Instant access.
Digital delivery
Digital delivery
Instant digital download after purchase.
You’ll receive access on the order confirmation page and by email. No physical item will be shipped. Save the files to your computer or drive and print what you need for your own use.
For access issues, email support@claimkithelp.com.
Refund policy
Refund policy
Because this is a digital product delivered instantly, all sales are final except where required by law. If you have trouble accessing your files, email support@claimkithelp.com and we’ll help.
License terms
License terms
Your purchase includes a personal, single-user, non-transferable license to use these materials for your own case(s). You may not share, resell, distribute, reproduce, or post the materials online.
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