Helping Your Parents Plan Before a Crisis: An Adult Child Legal Survival Guide Many an adult child fails to consider that they may one day become caregivers. One day, Mom and Dad are living independently, managing their finances, and making their own medical decisions. Then, almost overnight, a fall, a stroke, a diagnosis of Alzheimer’s […]
Category Archives: Probates
17
Jul
Jul
Why Your Financial Durable Power of Attorney Should Be Carefully Coordinated with Your Revocable Living Trust Many Californians believe that once they sign a Revocable Living Trust, their estate planning is complete. While a trust is often the cornerstone of a comprehensive estate plan, it is only one part of the overall strategy. One of […]
22
Sep
Sep
While a trust avoids the formal probate creditor process, trustees still need to address legitimate debts. An attorney can advise on how to properly handle creditor notices and claims, protecting trust assets from invalid or excessive demands.
estate planning attorney, Estate Planning in California, Probates, walnut creek
Seamless Estate: Where There’s a Will
30
May
May
When your trust is properly funded, assets are titled in the name of the trust. That means your home, for example, would be titled as “John and Jane Smith, Trustees of the Smith Family Trust.” At your death, the successor trustee follows your written instructions without needing court approval.
22
Apr
Apr
Losing a loved one is a deeply personal and challenging experience. Amidst the grief, the legal process of probate can feel overwhelming and complex. As a probate attorney here in Walnut Creek, Contra Costa County, CA, I understand the emotional weight you carry. What’s more, I get the need for clear, compassionate guidance through this […]
07
Feb
Feb
Are Probate Court Records Public In California? In California probates, the public has access to probate court records. Contact the probate court clerk in any county where an attorney filed probate. Request to view the filed documents. For a fee, you can even obtain copies of filed documents from the clerk. Also, the last will […]
Elder Law Attorney Walnut Creek, Probates, Walnut Creek Medi-Cal Qualification
Probate of Your Home: The “Heggstad” Petition
14
Dec
Dec
Transfer your home to a Revocable Living Trust (RLT) for several reasons. First, doing so will prevent probate of your home when you die. Another reason is that, as of January 1, 2017, if you die after collecting Medi-Cal, the state cannot pursue recovery against your home if it is in your RLT. In this […]
02
Dec
Dec
Probate Timeline In California, where Walnut Creek Elder Law is located, probate proceedings typically take about a year to complete. The probate timeline may require even more time, depending on the assets and complexities of the case.
19
Jan
Jan
With married decedents with a domestic partner, ask this: Did they have children? In such a case, all assets pass to the surviving spouse or domestic partner.
california, Estate Planning Attorney, Estate Planning Attorney Walnut Creek CA, Probates
California Probate Costs
02
Dec
Dec
How much does probate cost in California? Filing a petition in probate court requires costs and fees. For example, out-of-pocket costs include the fee for filing the petition with the court. Other costs include publication fees and probate referee fees. Also, consider additional charges such as courier fees, court appearance fees, certified copies of court […]
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