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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Planning for one’s death is important to avoid time consuming and often costly probate. However, creating a will or trust can be easily subject to undue influence. The client may not even know they are being manipulated. When the drafting of an estate plan begins, an ethical estate planning attorney will always be on the […]

Tags: cognitive impairment, Estate Planning, ethical, joint tenancy, lawyer, legal document, Probate, red flags, signing, trust, undue influence, Wills
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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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I’ll take care of it tomorrow. How many times have you said this in the past year? It seems innocuous enough, especially when something is as trivial as mailing a letter or taking out the garbage. But there are some things, such as going to the doctor or planning your retirement, that could have major […]

Tags: common-law, couples, death, intestacy, intestate, joint tenancy, leaglly married, living together, Marriage, Probate, tenants-in-common, trust, unwed, Wills
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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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A lot of movies in the marketplace are titled Inheritance (or some variation of that). These films tend to take a dramatic, morose look at inheritances and can be relatable or therapeutic if you’ve recently lost a loved one. But they also focus more on character relationships than with the inheritance itself. On the other […]

Tags: brewsters millions, conditional bequest, creative, creative wills, easy money, Estate Planning, inherit, inheritance, movies, the bachelor, will, Wills
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