The California State Controller appoints probate referees to perform reliable, prompt, and low-cost appraisal of all types of estate assets. The service of a probate referee is required for court resolution of an estate and also available for non-probate trust administration.
Prospective probate referees must pass a state-administered test on probate procedures and appraisal principles. The Controller then appoints at least one probate referee per county based on the recommendations of a panel of lawyers and judges who interview qualified candidates. Probate referees complete 15 hours of continuing education each year to stay up-to-date on current appraisal methods.
Probate Referee Contact Information
Probate Referee Examination Information
Application for Probate Referee
Probate Referee Candidate Test Preparation Information
Controller’s Standards for Probate Referees
Probate Referees’ Guide (2020 Rev.)