The California Probate Referees' Association is a trusted organization that has been providing appraisal services for probate, small estate petitions, conservatorships, and guardianship matters for over 60 years. With a network of over 120 Referees in 58 California counties, their values are widely accepted by judges and the IRS as fair, accurate, and impartial.
As Officers of the Court appointed by the California State Controller, Probate Referees undergo rigorous testing and annual continuing education to ensure their expertise in probate and appraisal principles. They also offer assistance to trustees in non-probate trust matters, providing values necessary for distribution, sale of assets, tax filings, and general trust valuations, thus relieving trustees of potential conflicts of interest or liability for errors.
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