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Transfer of Small Estates Without Probate Form

Transfer of Small Estates Without Probate Form

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hello this is attorney grant teppan from Manteca California I also have an office in Livermore California I practice estate planning and probate law so the purpose of today's video is to explain the small estate affidavit what it is how to use it how to fill it out etc okay so before we go any further I want to explain that nothing in this video is to be construed as legal advice and nothing in this video creates an attorney-client relationship between you and me okay so let's jump in what is a small estate affidavit a small estate affidavit is something that you use when someone died in California with under a hundred and fifty thousand dollars in assets okay you can use this instead of a probate in many situations to get money out of a bank account an asset transferred an annuity policy where the beneficiary died then you're dealing with the annuity company and they can't won't release the money these are examples of when you would use this a lot of the times institutions tell you t

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