How to Become a Probate Referee in California? Step-by-Step Guide
Becoming a probate referee in California is a prestigious opportunity for professionals in accounting, real estate, law, or finance who wish to assist in the estate settlement process. Probate referees play a critical role in valuing estate assets, ensuring fair property appraisals for probate cases. If you are interested in this career path, this guide will walk you through eligibility requirements, the application process, training, and key responsibilities of a probate referee.
What is a Probate Referee?
A probate referee is a court-appointed official responsible for appraising the non-cash assets of a deceased person’s estate during probate proceedings. They determine the fair market value of real estate, personal property, and business interests, providing accurate reports for probate courts. Under California Probate Code §600, probate referees act as independent valuation experts to ensure that estates are properly administered.
Why Become a Probate Referee?
Becoming a probate referee in California offers several advantages, including:
- Professional Recognition in real estate, law, or finance
- A Stable Career Path with opportunities for steady assignments
- Service to the Legal System, helping facilitate fair estate settlements
- Competitive Compensation per estate valuation services
Probate Referee Eligibility Requirements
To become a probate referee in California, you must meet the following criteria:
Meet the Minimum Qualifications
To qualify, you must:
- Hold a bachelor’s degree or equivalent professional experience in property appraisal.
- Complete at least 30 class hours in appraisal/valuation courses.
- Demonstrate expertise in real estate, personal property, and business valuations.
Professional Experience
Candidates must have at least five years of experience in one of the following fields:
- Real estate appraisal or brokerage
- Business valuation
- Accounting or finance
- Legal estate administration
No Conflicts of Interest
Applicants must not have financial or professional conflicts of interest that could interfere with their role as an independent referee.
Exam Details
- Fee: $75 (non-refundable)
- Format: Online, available on specific dates (e.g., April 12–15, 2025)
- Preparation: Study materials and a practice exam are available on the California State Controller’s website
Related article for you:
How to Become a Probate Referee in US? Step-by-Step Guide
Steps to Become a Probate Referee in California
Step 1: Complete the Probate Referee Application
Candidates must submit an application to the California State Controller’s Office (SCO). The application includes:
- A completed Probate Referee Application Form
- A detailed resume outlining professional experience
- Copies of licenses or certifications (if applicable)
- At least three professional references
Where to Apply:
Visit the California State Controller’s Office to download the application.
Step 2: Pass the Probate Referee Examination
Once your application is approved, you must pass a written examination administered by the California State Controller. The exam tests knowledge in:
- Real estate valuation
- Business and asset appraisal
- Legal aspects of probate administration
Step 3: Attend Probate Referee Training
Candidates who pass the exam must attend a mandatory training program covering:
- Ethical standards and professional conduct
- Court procedures and filing requirements
- Valuation methods for probate assets
Step 4: Get Appointed by the State Controller
After training, successful candidates are officially appointed by the California State Controller and added to the statewide list of certified probate referees.
Step 5: Obtain Probate Referee Assignments
Once appointed, probate referees receive assignments from probate courts across California. These assignments typically involve appraising estate assets for executors and personal representatives.
Probate Referee Fees & Compensation
Probate referees in California are compensated based on the total estate value. As per California Probate Code §636, probate referees receive:
- 0.1% (1/10 of 1%) of the total appraised estate value
- A minimum fee of $75 per estate
- Reimbursement for travel and out-of-pocket expenses
FAQs
How long does it take to become a probate referee in California?
The process, including application review, examination, training, and appointment, typically takes 6 to 12 months.
Do I need a license to become a probate referee?
No. However, having a real estate appraisal license or a background in accounting, finance, or law significantly improves your chances of selection.
How often does California appoint new probate referees?
Appointments occur as needed, depending on demand and the number of active referees in a given county.
Where can I find probate referee job opportunities?
Probate referees receive assignments directly from the California probate courts. Additionally, joining professional probate referee associations may provide networking opportunities.
What happens after I get appointed?
Once appointed, referees are assigned cases and expected to complete appraisals according to California probate law and valuation guidelines.
Final Thoughts
Becoming a probate referee in California is an excellent career path for professionals in real estate, law, finance, or accounting. With the right qualifications, training, and certification, you can establish yourself as a valuable expert in estate administration.
Ready to start your journey? Download the Probate Referee Application from the California State Controller’s Office today and begin preparing for your exam!