What Is a Probate Referee in California and Why Does It Matter?

If you’re involved in a probate case in Los Angeles or Orange County, you’ve likely heard the term “Probate Referee” but what exactly do they do?

Understanding the role of a probate referee can help you avoid delays, set accurate expectations for the sale of real estate, and keep the estate moving forward.

What Is a Probate Referee?

A probate referee is a court-appointed professional who determines the fair market value of the assets in a decedent’s estate—usually real estate, personal property, and business interests.

They are assigned by the California State Controller’s Office and must be certified and impartial.

When Is a Probate Referee Required?

You’ll need a probate referee if the estate includes assets that must be inventoried and appraised. This is usually triggered after the executor or administrator files:

  • Form DE-160 (Inventory & Appraisal – Partial)

  • Or Form DE-161 (Inventory & Appraisal – Final)

The probate court assigns the referee once those forms are filed.

What Do Probate Referees Appraise?

  • Residential or commercial real estate

  • Vehicles

  • Business interests

  • Stocks, bonds, and investment accounts

  • Jewelry or high-value collectibles

They don’t typically appraise cash or bank accounts—those are listed at face value by the executor.

How Does a Probate Referee Impact the Real Estate Sale?

The appraisal submitted by the referee becomes the official valuation used in the probate court file. This can:

  • Influence your listing price

  • Be required for court confirmation if you have limited authority

  • Affect how the proceeds are distributed to heirs

Read: Selling a Probate Property in Los Angeles & Orange County

How Long Does the Appraisal Take?

Typically 2–4 weeks after the forms are submitted. The referee may visit the property or appraise it based on public records, condition, and market data.

To avoid delays:

  • Make sure the home is accessible

  • Provide any improvements or upgrades

  • Respond promptly to any information requests

Do You Have a Say in Which Referee Is Chosen?

No. The probate court assigns referees at random from an approved list. However, if there’s a valid reason to object (such as a conflict of interest), your attorney can request a change.

Let Us Help You Coordinate the Appraisal Process

At The Borges Real Estate Team, we’ve worked with probate referees throughout Southern California. We help families:

  • Prepare the property for appraisal

  • Make sure documentation is submitted correctly

  • Price the home based on both the appraisal and market trends

📅 Schedule your free probate consultation today—and let’s make sure the referee’s valuation supports a smooth sale.