United States
A Probate Checklist California Executors Can Actually Use
Small estate limits, Probate Code deadlines and the order of the main steps for a first-time executor handling an estate in California.
Read guideUnited States · Two-jurisdiction pack
Any 2 US States Pack
When someone owned a home, land or accounts in two states, the executor may have to deal with the rules of both. Choose the two United States kits you need and get both sets of deadlines, letters and workbooks.
$59
Save $19 compared with buying two kits
Plus applicable sales tax, calculated at checkout.
- Instant download after payment
- Word and Excel files
- Checked against official sources
Available to customers outside the European Union and the European Economic Area.
What's inside
First kit you choose
User guide, executor workbook, financial letters, services and agencies letters, beneficiary letters (5 files)
Second kit you choose
The same five files for the second jurisdiction
Who it's for
- The person who died lived in one state and owned property or accounts in another.
- You are dealing with a main estate in one state and assets in a second one.
What's not included
- Legal advice on your situation, or answers to questions about a specific estate.
- Official court or tax forms: they are free on the official websites, and each guide links to them.
- Filing, submitting or checking documents for you.
Format and delivery
You receive a private download link by email as soon as your payment is confirmed. The link works 5 times within 30 days. Files: two kits, ten files. For each kit, one Word user guide, one Excel workbook (works in Microsoft Excel 2016 or later, LibreOffice and Google Sheets), and three Word letter templates. Each file is licensed to you for your personal use; your name or email and order number appear in the footer.
Questions about this kit
Which two kits should I choose?
Usually the kit for the state where the person who died lived, and the kit for the state where the other property or accounts are. Our kit selector can help.
Do I get two separate sets of files?
Yes. The ZIP contains one folder per kit, each with its five files: a user guide, an executor workbook and three sets of letter templates.
Can I change my choice after buying?
If you have not downloaded the files yet, write to us and we will swap a kit. Once the files are downloaded, the choice is final, except for file problems covered by the Refund Policy.
Helpful guides
United States
Executor Checklist Florida: A Personal Representative's Guide
A plain guide for a Florida personal representative: the three probate routes, statutory deadlines, the main steps and the lawyer requirement.
Read guideUnited States
Executor Checklist Georgia: Probate Court Routes and Deadlines
Georgia's Probate Court proceedings, the creditor and inventory deadlines, and the order of the work for a first-time executor.
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