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Category Archive for 'probate'

Obtaining Access to a Small Estate

Question: Dear Sir:  Father did not own any property and did not have a will. Was divorced before death from my mother. Never remarried. My mother believes I was named the executor during the divorce proceedings but I was never notified. My father got very sick soon after the divorce and died. Have one brother [...]

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There are six Duties and Liabilities of the personal representative (administrator or executor) under the California Probate Code. 1.  Managing Trust Assets Be prudent; keep assets separate; earn income from the assets, if possible; observe legal restrictions on asset management. 2.  Inventory of Estate Property Locate the property; determine its value; file inventory and appraisal [...]

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One potential probate client question:  If a payer (an executor under a will, or a trustee of a trust) overpays a beneficiary when a family member dies, does the payer have a right to ask for the money back? Absolutely!  You do not have a right to keep funds given by mistake. Consult a local [...]

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Quickly resolve cases in probate while protecting your client’s legacy. Are you equipped to efficiently take estates through probate while still preserving an inheritance for beneficiaries? Join us and receive practical procedural tips shared by experienced practitioners that will assist you in handling the critical details and functions of a successful probate practice. March 23, [...]

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