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The role of an estate executor is a position of considerable responsibility and trust. When a person is appointed executor of an estate, they must manage and settle it. This role is governed by a set of fiduciary duties that are legally binding and designed to ensure...
Most people want to leave an inheritance for the people they love when they die. And when you’ve worked hard your entire life to make wealth, it’s only sensible that you leave as much of it as you can to your loved ones. It’s for this reason that most people plan...
California intestacy law dictates how assets held in your estate are allocated if you die without a will or a trust. State law may also take effect if your will or trust is found to be invalid for any reason. Therefore, it's important to review and update your estate...
Sometimes the probate process that occurs after a person’s death can become much more complicated. This is often the case in the state of California where certain residents may own property that exists in other states. Navigating such a probate case can be difficult...
The death of a loved one is an unfortunate but unavoidable time for families throughout California. One way people can provide for their loved ones after passing away is with a proper estate plan. And there's almost no more vital role in someone's estate plan than the...
Being named the executor of an estate in California involves many duties. Chief among them will be the responsibility to ensure that all debts owed by the estate are paid off in a timely and full manner. You must also ensure that all people named beneficiaries receive...
Financial planners encourage people in California to execute power of attorney (POA) documents in case of an unforeseen emergency. The POA allows the principal to name an agent to act on their behalf in financial and/or healthcare matters. The document generally takes...
If a California resident dies without a will, there are laws in place that determine who inherits their property. These individuals are known as "heirs-at-law." Identifying heirs-at-law is also important in determining who can challenge a will or another aspect of an...
If you agreed to be the executor of someone’s estate you may be wondering how to carry out your duties in California. Executors have multiple duties, some of them quite challenging. This guide will help you understand your responsibilities. Locate the will The first...
In some cases, only one executor isn't enough to handle the probate of your will after you pass away. There are benefits and drawbacks if you choose to go the co-executor route, so it's important to know what they are before you dive in. For anyone in California who...