Estate Planning | Trust Administration
Probate | Small Business

Many people first hear of Letters Testamentary or Letters of Administration when they attempt to sell a home or gain access to a bank account after a family member or loved one passes away. Typically, they are given a list of required documents and Letters Testamentary is one of them. If this has happened to you, you are not alone in asking what Letters Testamentary are and how to acquire them. In California, Letters Testamentary are legal documents issued by the court to a personal representative or executor named in a deceased person's will. These Letters authorize the individual to act on behalf of the deceased person's estate and carry out the instructions outlined in the will.

You may ask, “When should I change my will and trust?” Life changes. A regular review of your Estate Plan ensures your current wishes reflect those changes. If you answer “yes” to any of these questions, your Estate Plan may need to change. Do you have a properly signed will, trust, and Powers of Attorney [..] The post When Should I Change My Will and Trust? appeared first on The Swenson Law Firm - Providing Guidance and Protection to California Businesses and Employers.