{"product_id":"california-home-transfer-kit","title":"California Home Transfer Kit: The AB 2016 Probate Path","description":"\u003cstyle\u003e\n.ckp-desc h2{font-family:'Plus Jakarta Sans',sans-serif;color:#466B61;font-size:22px;margin:26px 0 8px;}\n.ckp-desc h3{font-family:'Plus Jakarta Sans',sans-serif;color:#2E2E2E;font-size:17px;margin:18px 0 6px;}\n.ckp-desc p,.ckp-desc li{font-family:'Inter',sans-serif;color:#2E2E2E;font-size:16px;line-height:1.6;}\n.ckp-desc .ckp-promise{border-left:4px solid #5E8B7E;background:#EEF4F2;padding:13px 17px;border-radius:0 10px 10px 0;margin:18px 0;}\n\n.ckp-trust{font-family:'Inter',sans-serif;font-size:14px;line-height:1.6;color:#7A7570;margin:0 0 20px;}\n.ckp-fold{border:1px solid #e7e3da;border-radius:10px;margin:0 0 10px;background:#fff;}\n.ckp-fold summary{cursor:pointer;font-family:'Plus Jakarta Sans',sans-serif;font-size:16px;font-weight:600;color:#466B61;padding:13px 16px;list-style-position:inside;}\n.ckp-fold summary::marker{color:#5E8B7E;}\n.ckp-fold-body{padding:2px 16px 14px;}\n.ckm-wrap{background:#EEF4F2;border:1px solid #d5e3de;border-radius:14px;padding:20px 20px 18px;margin:18px 0 24px;}\n.ckm-eyebrow{display:inline-block;font-family:'Plus Jakarta Sans',sans-serif;font-size:11px;font-weight:700;letter-spacing:0.08em;text-transform:uppercase;color:#5E8B7E;background:#fff;border-radius:20px;padding:4px 10px;margin:0 0 8px;}\n.ckm-title{font-family:'Plus Jakarta Sans',sans-serif;font-size:19px;color:#466B61;margin:0 0 4px;font-weight:700;}\n.ckm-sub{font-family:'Inter',sans-serif;font-size:13px;color:#7A7570;margin:0 0 14px;}\n.ckm-q{font-family:'Plus Jakarta Sans',sans-serif;font-size:15px;font-weight:600;color:#2E2E2E;margin:0 0 10px;}\n.ckm-count{font-family:'Inter',sans-serif;font-size:12px;color:#7A7570;margin:0 0 4px;}\n.ckm-opts{display:flex;flex-wrap:wrap;gap:8px;}\n.ckm-opt{font-family:'Inter',sans-serif !important;font-size:14px !important;line-height:1.3 !important;color:#466B61 !important;background:#fff !important;border:1.5px solid #c9dcd5 !important;border-radius:24px !important;padding:9px 15px !important;cursor:pointer !important;text-transform:none !important;letter-spacing:0 !important;min-height:0 !important;width:auto !important;box-shadow:none !important;}\n.ckm-opt:hover{border-color:#5E8B7E !important;background:#f7fbf9 !important;}\n.ckm-result p{font-family:'Inter',sans-serif;font-size:14.5px;line-height:1.6;color:#2E2E2E;margin:0 0 10px;}\n.ckm-result .ckm-r-cta{font-weight:600;color:#466B61;}\n.ckm-result a{color:#466B61;}\n.ckm-restart{font-family:'Inter',sans-serif !important;font-size:13px !important;color:#7A7570 !important;background:transparent !important;border:none !important;padding:2px 0 !important;cursor:pointer !important;text-decoration:underline !important;box-shadow:none !important;width:auto !important;min-height:0 !important;}\n\u003c\/style\u003e\n\u003cdiv class=\"ckp-desc\"\u003e\n\u003cp\u003e\u003cstrong\u003eSomeone you love has passed away, and their California home is still in their name.\u003c\/strong\u003e 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.\u003c\/p\u003e\n\n\u003cp class=\"ckp-trust\"\u003eInstant 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.\u003c\/p\u003e\n\n\u003cdiv class=\"ckm-wrap\" id=\"ckm-home\"\u003e\n  \u003cspan class=\"ckm-eyebrow\"\u003eFree check\u003c\/span\u003e\n  \u003ch3 class=\"ckm-title\" style=\"margin-top:0;\"\u003eWhich path fits your situation?\u003c\/h3\u003e\n  \u003cp class=\"ckm-sub\"\u003eThree questions, about 30 seconds, no email needed.\u003c\/p\u003e\n  \u003cdiv class=\"ckm-step\" data-step=\"1\"\u003e\n    \u003cp class=\"ckm-count\"\u003e1 of 3\u003c\/p\u003e\n    \u003cp class=\"ckm-q\"\u003eWhat's still in their name?\u003c\/p\u003e\n    \u003cdiv class=\"ckm-opts\"\u003e\n      \u003cbutton type=\"button\" class=\"ckm-opt\" data-q=\"q1\" data-v=\"home\"\u003eA home or land\u003c\/button\u003e\n      \u003cbutton type=\"button\" class=\"ckm-opt\" data-q=\"q1\" data-v=\"money\"\u003eAccounts, money, or belongings\u003c\/button\u003e\n      \u003cbutton type=\"button\" class=\"ckm-opt\" data-q=\"q1\" data-v=\"both\"\u003eBoth\u003c\/button\u003e\n      \u003cbutton type=\"button\" class=\"ckm-opt\" data-q=\"q1\" data-v=\"notsure\"\u003eI'm not sure yet\u003c\/button\u003e\n    \u003c\/div\u003e\n  \u003c\/div\u003e\n  \u003cdiv class=\"ckm-step\" data-step=\"2\" hidden\u003e\n    \u003cp class=\"ckm-count\"\u003e2 of 3\u003c\/p\u003e\n    \u003cp class=\"ckm-q\"\u003eHas it been 40 days since they passed away?\u003c\/p\u003e\n    \u003cdiv class=\"ckm-opts\"\u003e\n      \u003cbutton type=\"button\" class=\"ckm-opt\" data-q=\"q2\" data-v=\"yes\"\u003eYes\u003c\/button\u003e\n      \u003cbutton type=\"button\" class=\"ckm-opt\" data-q=\"q2\" data-v=\"notyet\"\u003eNot yet\u003c\/button\u003e\n    \u003c\/div\u003e\n  \u003c\/div\u003e\n  \u003cdiv class=\"ckm-step\" data-step=\"3\" hidden\u003e\n    \u003cp class=\"ckm-count\"\u003e3 of 3\u003c\/p\u003e\n    \u003cp class=\"ckm-q\"\u003eWas a living trust involved?\u003c\/p\u003e\n    \u003cdiv class=\"ckm-opts\"\u003e\n      \u003cbutton type=\"button\" class=\"ckm-opt\" data-q=\"q3\" data-v=\"no\"\u003eNo\u003c\/button\u003e\n      \u003cbutton type=\"button\" class=\"ckm-opt\" data-q=\"q3\" data-v=\"trust\"\u003eYes, it holds most things\u003c\/button\u003e\n      \u003cbutton type=\"button\" class=\"ckm-opt\" data-q=\"q3\" data-v=\"unsure\"\u003eI'm not sure\u003c\/button\u003e\n    \u003c\/div\u003e\n  \u003c\/div\u003e\n  \u003cdiv class=\"ckm-result\" hidden\u003e\n    \u003cp class=\"ckm-r-1\"\u003e\u003c\/p\u003e\n    \u003cp class=\"ckm-r-2\"\u003e\u003c\/p\u003e\n    \u003cp class=\"ckm-r-3\"\u003e\u003c\/p\u003e\n    \u003cp class=\"ckm-r-cta\"\u003eWhichever 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.\u003c\/p\u003e\n    \u003cbutton type=\"button\" class=\"ckm-restart\"\u003eStart over\u003c\/button\u003e\n  \u003c\/div\u003e\n\u003c\/div\u003e\n\n\n\u003ch2\u003eWhat's inside\u003c\/h2\u003e\n\u003cp\u003eA 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:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eThe Petition to Determine Succession to Real Property (DE-310), explained line by line, so you know what every part is asking.\u003c\/li\u003e\n\u003cli\u003eA ready-to-use notice template for the heirs, which is the step AB 2016 added and the one that trips most people up.\u003c\/li\u003e\n\u003cli\u003eHow to get the probate referee appraisal (DE-160) that sets your home's value as of the date of death.\u003c\/li\u003e\n\u003cli\u003eThe hearing, what to bring and what the judge checks, then recording the order to put the home in the new name.\u003c\/li\u003e\n\u003cli\u003eThe affidavit track for bank accounts, vehicles, and belongings, so the rest of the estate moves too.\u003c\/li\u003e\n\u003cli\u003eThe low-value option (DE-305), and an honest guide to when a case is big enough to bring in a lawyer.\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch2\u003eWho it's for\u003c\/h2\u003e\n\u003cp\u003eThe 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.\u003c\/p\u003e\n\n\u003ch2\u003eHow it works\u003c\/h2\u003e\n\u003cp\u003eConfirm 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.\u003c\/p\u003e\n\n\u003ch2\u003eWhat you get\u003c\/h2\u003e\n\u003cp\u003eInstant 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.\u003c\/p\u003e\n\n\u003cdiv class=\"ckp-promise\"\u003e\n\u003cstrong\u003eReal help when it matters most.\u003c\/strong\u003e ClaimKit Help is built in California, for people handling their own paperwork. Every form number and dollar limit here is current and California-specific, so you can know it's right before you file.\u003c\/div\u003e\n\n\u003ch2\u003eGood to know\u003c\/h2\u003e\n\u003cp\u003eThis 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.\u003c\/p\u003e\n\n\u003ch2\u003eCommon questions\u003c\/h2\u003e\n\n\u003cdetails class=\"ckp-fold\"\u003e\n  \u003csummary\u003eWhat did AB 2016 change about California probate?\u003c\/summary\u003e\n  \u003cdiv class=\"ckp-fold-body\"\u003e\u003cp\u003eAB 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.\u003c\/p\u003e\u003c\/div\u003e\n\u003c\/details\u003e\n\u003cdetails class=\"ckp-fold\"\u003e\n  \u003csummary\u003eDoes my home qualify?\u003c\/summary\u003e\n  \u003cdiv class=\"ckp-fold-body\"\u003e\u003cp\u003eThe 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.\u003c\/p\u003e\u003c\/div\u003e\n\u003c\/details\u003e\n\u003cdetails class=\"ckp-fold\"\u003e\n  \u003csummary\u003eDo I still need this if there's a living trust?\u003c\/summary\u003e\n  \u003cdiv class=\"ckp-fold-body\"\u003e\u003cp\u003eNo. 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.\u003c\/p\u003e\u003c\/div\u003e\n\u003c\/details\u003e\n\u003cdetails class=\"ckp-fold\"\u003e\n  \u003csummary\u003eWhat forms does the kit cover?\u003c\/summary\u003e\n  \u003cdiv class=\"ckp-fold-body\"\u003e\u003cp\u003eThe 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.\u003c\/p\u003e\u003c\/div\u003e\n\u003c\/details\u003e\n\u003cdetails class=\"ckp-fold\"\u003e\n  \u003csummary\u003eWhat about bank accounts and the car?\u003c\/summary\u003e\n  \u003cdiv class=\"ckp-fold-body\"\u003e\u003cp\u003eThose 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.\u003c\/p\u003e\u003c\/div\u003e\n\u003c\/details\u003e\n\u003cdetails class=\"ckp-fold\"\u003e\n  \u003csummary\u003eIs this legal advice?\u003c\/summary\u003e\n  \u003cdiv class=\"ckp-fold-body\"\u003e\u003cp\u003eNo. 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.\u003c\/p\u003e\u003c\/div\u003e\n\u003c\/details\u003e\n\u003cdetails class=\"ckp-fold\"\u003e\n  \u003csummary\u003eCan I get a refund?\u003c\/summary\u003e\n  \u003cdiv class=\"ckp-fold-body\"\u003e\u003cp\u003eYes, there's a 7-day refund if it isn't the right fit.\u003c\/p\u003e\u003c\/div\u003e\n\u003c\/details\u003e\n\u003c\/div\u003e\n\n\u003cscript\u003e\n(function(){\n  var root = document.getElementById('ckm-home');\n  if(!root) return;\n  var answers = {};\n  var started = false;\n  function track(name){\n    try{\n      if(typeof window.gtag === 'function'){ window.gtag('event', name, {tool: 'home_transfer_mini_check'}); }\n      else if(window.dataLayer){ window.dataLayer.push({event: name, tool: 'home_transfer_mini_check'}); }\n    }catch(e){}\n  }\n\n  function showStep(n){\n    var steps = root.querySelectorAll('.ckm-step');\n    for(var i=0;i\u003csteps.length;i++){ steps[i].hidden = (steps[i].getAttribute('data-step') != String(n)); }\n    root.querySelector('.ckm-result').hidden = true;\n  }\n  function showResult(){\n    var steps = root.querySelectorAll('.ckm-step');\n    for(var i=0;i\u003csteps.length;i++){ steps[i].hidden = true; }\n    var r = root.querySelector('.ckm-result');\n    var PATH = {\n      \"home\": {t: \"A primary residence worth $750,000 or less uses the AB 2016 path: the DE-310 petition, the appraisal, the heir notices, and a short hearing.\", kit: \"home\"},\n      \"money\": {t: \"Accounts, paychecks, vehicles, and belongings up to $208,850 move with the Small Estate Affidavit (Probate Code 13100), with no court case and no judge.\", kit: \"affidavit\"},\n      \"both\": {t: \"You'll likely run two paths: the DE-310 petition for the home and the affidavit for everything else.\", kit: \"probcomplete\"},\n      \"notsure\": {t: \"That's a normal place to start, and sorting it is the first step. The path finder walks through what they left and points you to the right path or paths.\", kit: \"probcomplete\"}\n    };\n    var FORTY = {\n      \"yes\": \"The 40-day wait that every simplified path requires has already passed, so you can move as soon as your documents are together.\",\n      \"notyet\": \"Every simplified path includes a 40-day wait from the date of death. It isn't wasted time; the kit shows you how to use it to gather the certified death certificates and build your document folder.\"\n    };\n    var TRUST = {\n      \"no\": \"With no living trust involved, the simplified paths apply the usual way.\",\n      \"trust\": \"Anything held in a living trust transfers through the trust itself, no court needed. The kits cover what was still in their own name.\",\n      \"unsure\": \"Worth checking first. Anything held in a living trust transfers through the trust, and the kits cover what was still in their own name.\"\n    };\n    var KITS = {\n      \"home\": {name: \"Home Transfer Kit ($149)\", url: \"\/products\/california-home-transfer-kit\"},\n      \"affidavit\": {name: \"Small Estate Affidavit Kit ($79)\", url: \"\/products\/california-small-estate-affidavit-kit\"},\n      \"probcomplete\": {name: \"Complete Simplified-Probate Kit ($199)\", url: \"\/products\/california-complete-simplified-probate-kit\"}\n    };\n    var CURRENT = \"home\";\n    var p = PATH[answers.q1] || {t:\"\", kit: CURRENT};\n    var kitLine;\n    if(p.kit === CURRENT){\n      kitLine = \"For what you described, this kit is the right fit.\";\n    } else {\n      var k = KITS[p.kit];\n      kitLine = 'For what you described, the \u003ca href=\"' + k.url + '\"\u003e' + k.name + '\u003c\/a\u003e is the better fit, and it\\'s fine to start there instead.';\n    }\n    r.querySelector('.ckm-r-1').textContent = p.t;\n    r.querySelector('.ckm-r-2').innerHTML = kitLine;\n    r.querySelector('.ckm-r-3').textContent = (TRUST[answers.q3] || '') + ' ' + (FORTY[answers.q2] || '');\n    r.hidden = false;\n    track('mini_check_complete');\n  }\n  root.addEventListener('click', function(e){\n    var btn = e.target.closest ? e.target.closest('.ckm-opt') : null;\n    if(btn){\n      if(!started){ started = true; track('mini_check_start'); }\n      answers[btn.getAttribute('data-q')] = btn.getAttribute('data-v');\n      if(answers.q1 !== undefined \u0026\u0026 answers.q2 === undefined){ showStep(2); }\n      else if(answers.q2 !== undefined \u0026\u0026 answers.q3 === undefined){ showStep(3); }\n      else { showResult(); }\n      return;\n    }\n    if(e.target.closest \u0026\u0026 e.target.closest('.ckm-restart')){\n      answers = {};\n      showStep(1);\n    }\n  });\n})();\n\u003c\/script\u003e\n\n\u003cscript type=\"application\/ld+json\"\u003e\n{\"@context\":\"https:\/\/schema.org\",\"@type\":\"FAQPage\",\"mainEntity\":[{\"@type\":\"Question\",\"name\":\"What did AB 2016 change about California probate?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"AB 2016 took effect April 1, 2025. 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