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Selling property held in a trust? Learn what trustees and beneficiaries need to know. From reviewing trust documents and obtaining approvals to navigating tax implications. Swenson Law Firm can help.

Discover why working with an experienced estate planning attorney in Sacramento protects your family, avoids costly mistakes, and gives you lasting peace of mind. The Swenson Law Firm is here to help.

Key Considerations when Administering a CA Trust

Selling Property in a Trust: What you need to know

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.

Meeting with an attorney to discuss your Estate Plan is not an every day affair. Because of this, you may not know what to expect at an Estate Planning consultation. All law offices have different procedures. However, this is what to expect from us at The Swenson Law Firm: Contact our office to schedule your [..] The post What to Expect at an Estate Planning Consultation appeared first on The Swenson Law Firm - Providing Guidance and Protection to California Businesses and Employers.

Getting Letters of Administration is a common request when taking care of someone’s estate. A bank may have told you that you need “Letters of Administration” to gain access to an account. This is common, even when you have the will and you are named as the executor. Or you may run into problems when [..] The post How Do I Get Letters of Administration? appeared first on The Swenson Law Firm - Providing Guidance and Protection to California Businesses and Employers.

You may have found that you are in need of a Probate Attorney following the death of a family member or close friend.  A Probate Attorney can help you from the very beginning in knowing what the first steps are and guiding you through the court process. It is helpful to do the following prior [..] The post First Steps in Probate appeared first on The Swenson Law Firm - Providing Guidance and Protection to California Businesses and Employers.