Most people facing this question have just been named in a parent's or spouse's will, or have stepped forward because someone had to. There is a house with a mortgage or property tax coming due, siblings with opinions about what should happen to it, and a stack of court papers that use words nobody explained. The questions underneath are practical: Am I allowed to sell this? Do I need everyone's permission? Will a judge have to approve it?
This guide walks through where an executor's power to sell comes from, the two levels of authority California recognizes, how a house sale moves through the court or around it, what beneficiaries can and cannot do, and how belongings and trust property are treated differently.
What an Executor Is — and Where the Authority to Sell Comes From
An executor is the person a will names to carry out its terms. When there is no will, or the named executor cannot serve, the court appoints an administrator instead. California's Probate Code uses one umbrella term for both: the personal representative, the person responsible for representing the estate in probate. The California Courts guide to property after someone dies describes that person's job simply: collect the property of the person who died, pay their bills, then distribute what remains to the heirs or beneficiaries. A beneficiary is someone named in a will to receive property; an heir is someone who inherits under the laws that apply when there is no will.
Being named in a will does not by itself give anyone power to sell. That power comes from the court. After a hearing, the court issues letters (letters testamentary for an executor, letters of administration for an administrator), and those letters are the document a bank, title company or buyer will ask to see. The Judicial Council's Duties and Liabilities of Personal Representative form (DE-147) says that once appointed, the personal representative becomes an officer of the court.
The rules also split property into two kinds. Real property is land and what is built on it: a house, a condo, a lot. Personal property is everything else, including bank accounts, vehicles, furniture and jewelry. The sale rules differ, so this page treats them separately. A trustee or successor trustee is a different role again, governed by a trust document rather than the probate rules described here.
The Two Paths: Full Authority and Limited Authority Under California Law
The Independent Administration of Estates Act is the part of the California Probate Code that lets a personal representative take many steps, including selling property, without returning to court for approval of each one. Families often hear it called the IAEA. When a personal representative sells under this authority, Probate Code section 10503 provides that the court-confirmation requirements for real property sales do not apply, "including, but not limited to, publication of notice of sale, court approval of agents' and brokers' commissions, sale at not less than 90 percent of appraised value, and court examination into the necessity for the sale."
Authority under the act comes in two levels. With full authority, a personal representative can generally sell real property through a notice of proposed action instead of a confirmation hearing. With limited authority, the personal representative can use the act for many ordinary tasks, but a sale of real property still goes to the court for confirmation. The letters themselves state which level was granted.
Authority under the act comes in two levels, and the letters state which one was granted:
- Full authority: the personal representative can generally sell real property through a notice of proposed action instead of a confirmation hearing.
- Limited authority: the personal representative can use the act for many ordinary tasks, but a sale of real property still goes to the court for confirmation.
The request for authority is usually made in the petition that opens probate. The judge decides whether to grant it, and interested family members receive notice of that petition and may object at that stage. Where no independent authority was requested or granted, every real property sale goes through court confirmation. The next section describes how each route works in practice.
Selling Real Property: Notice of Proposed Action vs. Court Confirmation
For a family, the practical difference between the two routes is how much the court is involved and how long the process takes.
Notice of proposed action (full authority). The personal representative gives a written notice describing the sale to the heirs and beneficiaries entitled to it before completing the sale. Probate Code section 10580 provides that a personal representative with authority under the act gives this notice prior to the taking of the proposed action without court supervision where the act requires it, and may give it even where it is not required. A beneficiary who disagrees can deliver a written objection within the period stated on the notice. If no objection comes in, the sale can go forward without a court hearing.
Court confirmation. Probate Code section 10308 provides that, except for sales made under independent authority, "all sales of real property shall be reported to and be confirmed by the court before title to the property passes to the purchaser," whether the sale is private or at auction and even when the will directs or authorizes the sale. If the personal representative does not file the report and petition within 30 days after the sale, the buyer may file them. Notice of the hearing goes to the persons the Probate Code designates and to the buyers named in the petition, and is posted. Probate Code section 10300 generally requires a published notice of sale first. At the hearing, other buyers may be allowed to overbid, meaning offer more than the accepted price, and the court can confirm the sale to the higher bidder.
On either route, the personal representative is a fiduciary: someone who must act in the best interest of the estate and its beneficiaries, not their own. The DE-147 form describes managing estate assets "with the care of a prudent person dealing with someone else's property." The steps of listing, pricing and escrow are the selling process itself, which a family reaches once a sale is decided; keeping, renting or selling is usually the decision that comes first.