The California Probate Referees' Association is a trusted resource for individuals navigating the probate process in California. With over 60 years of experience, their team of over 120 Referees across 58 counties provides fair, accurate, and impartial asset valuations that are widely accepted by judges and the IRS. Whether it's for probate, small estate petitions, conservatorships, guardianship matters, or non-probate trust matters, the Probate Referees offer step-by-step guidance, completed examples, and a network of local experts to assist individuals in their asset valuation needs.
As Officers of the Court appointed by the California State Controller, the Probate Referees are highly qualified, having passed a state-administered test on probate and appraisal principles and attending annual continuing education classes on the valuation process. Their expertise and independence help relieve trustees of potential conflicts of interest or liability for errors, making them a reliable choice for distribution, sale of assets, tax filings, and general trust valuations. With a commitment to serving the courts, attorneys, and the public, the California Probate Referees' Association is dedicated to providing valuable assistance and answers to the many questions that arise in the probate journey.
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