The California Probate Referees' Association is a trusted organization that has been providing appraisal services to the courts, attorneys, and the public for over 60 years. With a network of over 120 referees across 58 counties in California, they offer expert asset valuation assignments for probate, small estate petitions, conservatorships, guardianship matters, and non-probate trust matters.
As Officers of the Court appointed by the California State Controller, the Probate Referees are known for their fair, accurate, and impartial values, which are widely accepted by judges and the IRS. They adhere to strict standards, passing state-administered tests on probate and appraisal principles and attending annual continuing education classes to stay up-to-date with the valuation process. Whether it's for distribution, sale of assets, tax filings, or general trust valuations, the California Probate Referees' Association is committed to providing valuable assistance and relieving trustees of potential conflicts of interest or liability.
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