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California / Probate threshold calculator

Could probate be part of the picture?

The dollar amount is only part of it. Tell us a little about your assets and how they’re held to see where you stand.

01

Let’s look at what you have.

Include your property and other assets, before subtracting mortgages or other debts.

A home or other property can change which transfer options apply.

The assets actually transferred into a trust may be treated differently.

Think retirement accounts, life insurance, and payable-on-death accounts.

A starting point for planning. No sign-up needed.

02

Here’s where you stand.

More than a number.

Your answers help put the estate value in context.

  • 01Where the value sits
  • 02How property and a trust affect things
  • 03What to look into next

A threshold isn’t the whole story.

Real estate, account beneficiaries, trust funding, statutory exclusions, and the date of death can all affect the answer. This check is a planning reference, not a final decision about eligibility for a particular procedure. For context, read the California Probate Guide.

For general education, not legal advice. These figures apply to deaths on or after April 1, 2025. The next routine adjustment is scheduled for April 1, 2028, unless the law changes sooner.

Your next step

Let’s make sense of it.

Talk through your assets, your family, and what a plan could look like for you.

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