How Do I File for Simplified Probate Under AB 2016 in Orange County?

To file for simplified probate under AB 2016 in Orange County, you must ensure the estate qualifies by meeting specific criteria such as being under the California Small Estate threshold and lacking disputes. You’ll then submit streamlined documentation, including an affidavit or petition, to the Orange County Probate Court. AB 2016 further simplifies this by reducing court oversight for qualifying real estate.

What Is AB 2016 and How Does It Simplify Probate?

AB 2016 is a California law that modernized probate procedures by allowing a simplified real estate transfer for small estates that meet certain conditions.
Key benefits include:

• No formal probate for certain properties

• Use of an affidavit procedure (no executor needed)

• Court involvement is often limited or bypassed entirely

Who Qualifies for AB 2016’s Simplified Probate Process?

To be eligible in Orange County, the estate must:

• Be valued under California’s small estate limit (currently $184,500 as of 2025)

• Include real property that meets AB 2016’s streamlined criteria

• Have no disputes among heirs or creditors

• Not require formal probate under other provisions

How to File for Simplified Probate in Orange County

1. Determine Eligibility

   • Total estate value under the threshold

   • All beneficiaries agree

   • No pending creditor claims

2. Gather Required Documents

   • Death Certificate

   • Property deed

   • Affidavit for Collection of Real Property

   • Inventory and Appraisal (if needed)

3. File with Orange County Probate Court

   • Submit the affidavit and supporting documentation

   • Wait for any required notice period

   • Receive court order or property transfer confirmation

Where Is the Orange County Probate Court Located?

You can file simplified probate at:
Orange County Superior Court – Probate Division
700 Civic Center Dr. West
Santa Ana, CA 92701

Can This Be Used in Los Angeles County Too?

Yes — AB 2016 applies across all California counties, including Los Angeles. However, the actual court filing processes and local forms may differ slightly. Always check with the local probate clerk’s office.

Why It Matters for Pasadena and Los Angeles Families

In places like Pasadena or East LA, where many heirs inherit modest homes without a trust, AB 2016 provides a much faster and less expensive option than formal probate.

If you inherited a property and are unsure whether you qualify for AB 2016 relief, we can help walk you through it.

Learn more or contact us here