When you agree to be the executor of a will, there are plenty of responsibilities you must take on. (See our 6-Step Process for Probate for more). Here, we break down the three key responsibilities of an executor when managing the probate of an estate. First, Collect the Assets. Collecting assets seems straightforward, but there […]

Tags: Assets, court, debts, Estate, executor, Probate, taxes, Trusts, Wills
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A lot of things can happen when an executor or administrator of an estate begins the process of asset distribution—asset mismanagement, distribution delays, and lack of communication among them. As a beneficiary of a trust or an estate, you are entitled to certain rights. Knowing these beneficiary rights will help set appropriate boundaries and expectations, […]

Tags: accountability, beneficiary, fair treatment, Fiduciary, Probate, rights, timely distribution, Trusts, Wills
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On paper, becoming an executor or administrator of someone’s estate means you’ve been entrusted to take on an enormous responsibility. Some may consider it an honor… but before you accept this relatively unenviable task, it’s best to understand the key factors of what the job itself entails. Key Factor #1 – Understanding the Difference Between […]

Tags: administrator, executor, Fiduciary, Probate, Probate Fiduciary, Trusts, Wills
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  Not all legal issues can be settled out of court. That is when you need a knowledgeable litigation attorney who understands how to file all legal paperwork, navigate the court room, prepare opening and closing remarks, and prioritize the client above all else for an advantageous outcome. If you have visited our website over […]

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The last thing anyone wants to do after a loved one passes away is to go to court over the decedent’s estate. Although probate can help establish an executor to oversee the distribution of assets and help the process run smoothly, there are times when an interested party will disagree with the decedent’s last will […]

Tags: attorney, court, litigation, Probate, Trusts, Wills
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The holidays can be either a relaxing get-away from your busy schedule or an extremely stressful proposition. Regardless of how you may feel, being around family is a great time to discuss major decisions with those that care about your future, as well as assess any potential issues that may have gone unnoticed during the […]

Tags: Adoption, Business, Christmas, contracts, Divorce, holidays, New Years, planning your future, Trusts, Wills, Wills and Trusts
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No matter what happens, no one can bring anything with them when they die. The most we can do to prepare for the inevitable is draft a will or trust, which guarantees that the assets left behind (the decedent’s estate) are transferred to the correct heirs. It seems easy enough, but the process of transferring […]

Tags: California, California Legal Codes, California Penal Codes, California Probate, California Probate Codes, Legal Codes, Penal Codes, Probate, Probate Code, Trusts, Wills
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With the advent of the Internet, the do-it-yourself market has grown exponentially. But having access to information that teaches you how to do almost anything, some things better left to the professionals. This is especially true when it comes to preparing legal documents, which can be very complicated, time consuming and costly if you don’t […]

Tags: contracts, form a business, investment, lawyer, legal documents, legalzoom, online forms, Trusts, Wills
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It may not seem like it, but there are a lot of things to consider when dealing with a loved one’s death beyond funeral arrangements. One must be prepared to notify heirs and/or beneficiaries, safeguard and distribute the decedent’s assets, pay off any outstanding obligations, and manage the liquidation of investment portfolios, retirement funds and […]

Tags: benefits, Estate Admin, Estate Administrator, Estate Planning, Fiduciary, Probate, Probate Fiduciary, Professional Estate Administrator, Professional Fiduciary, Professional Trustee, Trustee, Trusts, Wills, Wills and Trusts
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Coping with the death of a loved one can be a very painful time for anyone. In a perfect world, you’d be able to mourn your loss in peace. Unfortunately, we don’t live in a perfect world; when a loved one dies, there are a litany of personal and legal matters that must be attended […]

Tags: Death Certificate, Death of a Loved One, death of family member, death of loved one, Funeral, Funeral Arrangements, Letter of Testamant, Obituary, Probate, Probate Process, steps to take after a death, steps to take after a loved one dies, steps to take when loved one passes, Trusts, what to do after a death, What to do after loved one dies, what to do when loved one passes, Wills, Wills and Trusts
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