What Documents Are Needed for AB 2016 Probate in Los Angeles?

To file for simplified probate under AB 2016 in Los Angeles, you’ll need core documents like the petition form (DE-111), death certificate, will (if applicable), inventory and appraisal forms, and specific AB 2016 declarations. Local county forms may also be required, depending on the property type and value.

What is AB 2016 and How Does it Change Probate in Los Angeles?

AB 2016 is a California law that streamlines probate for small estates with real estate worth less than $184,500 (as adjusted annually). It’s designed to help families avoid long, expensive court proceedings by allowing them to transfer property through a simplified affidavit process — as long as they meet certain requirements.

This law is especially helpful for heirs dealing with modest homes or fractional property interests in places like Pasadena, Boyle Heights, and Highland Park.

Which Forms Are Required for AB 2016 Probate?

Here’s a breakdown of the main documents you’ll need when filing under AB 2016:

✅ 1. Petition for Probate (Form DE-111)

• Used to initiate probate, even simplified versions like AB 2016.

• Required even if no will exists.

✅ 2. Death Certificate

• Must be a certified copy.

• Needed to prove the decedent has passed and establish timelines.

✅ 3. Last Will and Testament (If Applicable)

• If the decedent left a will, include the original or a court-certified copy.

• If no will, the estate proceeds under intestate succession.

✅ 4. Inventory and Appraisal (Form DE-160 and DE-161)

• Used to list and appraise the real estate being transferred.

• The value must fall within the AB 2016 limits (less than $184,500 in real estate equity, not including liens or encumbrances).

✅ 5. Affidavit re Real Property of Small Value (Form DE-305)

• The cornerstone of AB 2016’s simplified process.

• Must be notarized and include property legal description.

✅ 6. Supplemental Local Forms (LASC or Probate Notes)

• The Los Angeles Superior Court may require extra documentation, such as:

  • Notice of Hearing

  • Order Determining Succession to Real Property (Form DE-310)

  • Proof of service to heirs and interested parties

How Do I Know if My Probate Case Qualifies?

To use AB 2016 in Los Angeles County, your case must meet all of the following:

• The decedent died more than 6 months ago.

• The gross fair market value of real property is under the threshold (currently $184,500).

• No formal probate has been opened.

• You are a legal heir or beneficiary.

If the property is jointly owned or still has a mortgage, it may complicate things — but not necessarily disqualify you. A probate-savvy realtor or attorney can guide you through the specifics.

How Long Does It Take to Process AB 2016 Paperwork in LA?

Once submitted, most AB 2016 petitions are processed in 30–90 days, depending on how backed up the court is and whether all forms are properly completed. Mistakes or missing signatures can delay things by weeks — sometimes months.

The best way to avoid delays? Work with a professional who understands LA County’s probate quirks and has completed dozens of these filings.

Where Can I Get Help with AB 2016 Probate in Los Angeles?

At The Borges Real Estate Team, we specialize in probate and inherited properties in Los Angeles and Pasadena. We’ve helped countless families navigate AB 2016 filings — especially when the home is older, has code issues, or the heirs are out of state.

We can connect you with vetted probate attorneys, provide property valuation support, and even help with cleanup or cash offers if you decide to sell the home after transfer.

👉 Want expert help? Click here to contact our probate team.

AB 2016 Probate Documents Checklist

Required Document Purpose

DE-111 Petition for Probate Starts the case in probate court

Certified Death Certificate Verifies the date and location of death

Will (if applicable) Determines distribution of assets

DE-160/161 Inventory and Appraisal Assesses property value under AB 2016 limits

DE-305 Affidavit re Real Property Simplifies the real estate transfer process

DE-310 Order for Transfer (if needed) Court issues legal transfer of title

Local Los Angeles Probate Court Forms Ensure county-specific compliance

Can You Help If I Don’t Live in California?

Yes. Many of our probate clients live in New York, Arizona, or even overseas. We offer virtual consultations and can manage the entire probate home sale process remotely from securing keys to preparing the home for market.

Need Help Navigating AB 2016 Probate in LA?

Contact The Borges Real Estate Team today and we’ll walk you through your best options whether you're trying to transfer, sell, or simply understand what to do next.

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