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October 2019 Archives

How do you close a probate estate?

It is no secret that the probate of an estate can be a long and complicated process. There are several details families must be aware of and steps a personal representative must complete to bring the estate to a condition for it to be closed and distribute the assets left behind.

Trustees: Keeping detailed records is critical

Taking on the role of a trustee is a great responsibility. In the past, we have discussed the particular legal duties that trustees have when administering a trust in California. However, another essential task all trustees should complete is keeping records throughout the entire process of the trust administration.

What does it take to probate a holographic will?

Many people know that creating a will often involves several steps, including taking an inventory of one's assets and clearly documenting one's wishes. And then, they must go through the process of ensuring their will is valid by finding fit witnesses to sign the will and attest that the individual was of sound mind when they created and signed their will. 

What is ancillary probate?

Nowadays, many people own property outside of their home state. Whether their family has a cabin or a vacation home, the out-of-state property can provide a nice getaway from everyday life for everyone in the family. 

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