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After the death of a loved one, you might receive designation to be the executor of this person's estate. If you've been appointed to the role of an executor in California, it's understandable to wonder what comes next. Here are three important responsibilities you'll...
Throughout the estate planning process in the state of California, you need to specify an executor for your estate. This executor will be responsible for carrying out the terms specified in your will, such as taking the will to probate court, liquidating assets if...
California residents who are left out of the will of a family member may find themselves distraught. Whether you were told you would be included in the will or it was just assumed that you would be, it can be a surprise to find out that you weren't. It's important to...
Most people in California who are thinking about undergoing the estate planning process have many questions regarding the different documents. Some of the most commonly discussed documents are wills and trusts. One very beneficial type of structure to set up is a...
Transfer-on-death accounts are allowed in many states, including California. Using these accounts can make it possible for the loved ones of deceased individuals to avoid probate court. Understanding how TODs work and what benefits they offer can help families make...
Estate planning is important for virtually every person in California who has reached adulthood. This particularly is true if a person has started a family or has recently gotten married. When it comes to estate planning, with an eye ultimately to estate...
In California, trustees are given different types of duties that they're obligated to fulfill. These duties are to look out for the best interest of the grantor in various aspects, including financial responsibility. When the trustee does not fulfill their duty, it's...
If you are creating an estate plan in California, you may want to use one or more trusts. Trusts may be either inter vivos or testamentary, meaning that they are either created during a person's lifetime or by the person's will after their death. Living trusts may be...
Not all probate proceedings in California move along smoothly. Heirs, beneficiaries, and interested parties might have strong disagreements with the contents of a will. The conflicts may result in someone taking legal action. Namely, the person might choose to contest...
Processing the estates of the deceased occupies much of the duties of probate courts in California. Disputes sometimes arise around the disbursement of assets and the administrative actions of fiduciaries. Should you consider a probate court's ruling incorrect, the...