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 [..]
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 [..]
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 [..]
Several factors go into changing the ownership of a home after a death. Changing Ownership of a Home when there is a Trust When there is a trust that has been drafted properly and the home has been funded into the trust, the transfer can usually be done simply and quickly. Depending on how the [..]
The death of a loved one can trigger a lot of emotions. On top of mourning the loss of your loved one, there are items that need to be done in a timely manner. Here are a few items for immediate consideration: Contact a funeral provider Provide information to the funeral provider in order to [..]
When you pass away, your family may need to visit a probate court in order to claim their inheritance. Although having a will is a good basic form of planning, a will does not avoid probate. Instead, a will simply lets you inform the probate court of your wishes – your family still has to [..]
Many people think that if they die while they are married, their spouse and kids automatically inherit everything. They are likely referring to the rules that apply to someone who has died without a will. In legal jargon, it is called “intestate”. Each state has differing intestate laws. The general rule is that your spouse [..]
The Probate Court oversees the probate process. In Sacramento County, the Probate Court is located on Power Inn Road. The probate court in Sacramento County and other counties divides the property of someone who is deceased. They oversee the distribution of assets and the payments of liabilities, which includes payment of debts and distribution of [..]
Estate Planning including wills, trusts, and other documents allows for you to leave an inheritance for your children. Unfortunately, there are many misconceptions on how that can be done. One of those ways is Joint Tenancy. If you set up a trust, you can put your property into a trust. However, some people name their [..]
As an executor of a Will or an Estate, you are responsible for assets getting to the correct beneficiaries. This is a large job, that usually comes while still in grieving. To accurately do the job, you need to be organized and pay attention to details. This job can easily become overwhelming. Here are three [..]
