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May 29, 2023
Does Life insurance have to go through probate?

Does Life Insurance Have to Go Through Probate?

No one grieving the loss of a loved one wants to have to think about money or the financial impact of the loss. Life insurance is one way people protect their families financially in the event of their death. These policies can be crucial, especially if the person who died was the main breadwinner for a family or if the death was sudden. Fortunately, life insurance doesn’t go through probate – the legal process that […]
May 17, 2023
What is a California Probate Bond?

What Is a California Probate Bond?

Protecting your property and your family are two main reasons why someone will write a will or establish an estate plan. These are both legal arrangements that establish where the deceased’s assets will go, how any debts will be paid, and what an individual’s final wishes are. Many people will choose someone they trust, called an executor or personal representative, to execute their wishes. An accomplished California probate lawyer can help you understand other ways […]
May 16, 2023
Situations that require more than one probate

Situations That Require More Than One Probate

Failing to craft a will or estate plan is a common mistake. Sadly, it will leave decisions about your family and assets to be decided by the courts rather than by you. To prevent this, consider establishing your will or planning your estate early. Devising a will or estate plan with an experienced attorney is your first step in a somewhat challenging process. Help from an attorney may mean your estate can avoid probate altogether. […]
April 17, 2023
How will probate impact my inheritance in California?

How Will Probate Impact My Inheritance in California?

As you plan for your financial future, it is important to consider how the probate process will impact any inheritance you plan to receive—or, conversely, how probate will affect the assets you leave behind for your loved ones. In California, the probate process can be lengthy, expensive, and stressful for heirs, potentially reducing the value of the estate and causing unnecessary disputes among family members as tedious proceedings drag on for months or years. Here […]
April 15, 2023
Is probate required in California?

Is Probate Required in California?

The probate process can be a daunting and overwhelming experience, especially for those who have never gone through it before. In California, as in many other states, probate is legally mandated in certain circumstances, but there are actually ways to avoid it for certain situations and particular types of assets. Understanding The California Probate Process Probate is a special court process that occurs after someone who owns property or holds financial assets dies. Probate involves […]
April 14, 2023
A living trust may help avoid probate in California

A Living Trust May Help Avoid Probate in California

The probate process in California can be time-consuming, expensive, and emotionally draining for the loved ones left behind. Fortunately, a powerful legal tool exists which offers a solution to this problem: the living trust. A living trust is a special instrument that exists at the crossroads of law and finance, allowing you to transfer ownership of your assets to a special, legally recognized entity—your trust—during your lifetime. After you pass, the assets in the trust […]
March 11, 2023
How long does probate take in California?

How Long Does Probate Take in California?

Sometimes, when a loved one or other relative dies, there are other conditions, either in the will or around a will, that require the court to become involved in the process. Probate is the process by which the court settles an estate. Probate can occur for many reasons. These include proving the validity of a will, settling debts and taxes, or appointing a legal representative for the deceased. In complicated situations, it can also be […]
February 14, 2023
Ancillary probate 101: What is it?

Ancillary Probate 101: What Is It?

Evaluating property and determining who receives it is an important part of the probate process. Sometimes, if a decedent owned property in multiple states, the process of ancillary probate must be initiated to settle the estates in those states. Although seemingly confusing, ancillary probate can be easy to understand. What Is Ancillary Probate? During the probate process, a decedent’s assets are divided between the beneficiaries named in their will. Secondary probate, also referred to as […]
February 12, 2023
What California parents should know about limited conservatorships

What California Parents Should Know About Limited Conservatorships

When drafting a will, parents of younger children will typically name individuals who will become the guardians of those children if the parents pass away. For those who are caretakers of adults who are unable to live independently, it is imperative to understand and establish a limited conservatorship for these loved ones. This can reinforce the independence they need to live fulfilling lives. What Is a Conservatorship? In a conservatorship, the court assesses the fragility […]