Own Property Outside California? How to Avoid ‘Ancillary Probate’
Owning real estate in multiple states can trigger a costly second probate. Learn how to avoid ancillary probate with proper estate planning.
Beyond the Family Home: Estate Planning for California Real Estate Investors
Essential real estate investor guide for California property owners reveals how to protect your assets and legacy from probate and taxes.
Closing the Trust: A Guide to Preliminary and Final Distributions in California
Unlock your inheritance with our guide on trust distribution to beneficiaries, final distribution of trust assets, and trustee final duties.
Who Will Care for Your Pet? How a California Pet Trust Provides a Lifetime of Care
A California pet trust offers legal protection for your pets after you die. Learn how to set up and fund a trust to ensure your companion is cared for.
Understanding Your California Lease Agreement Before You Sign or Break It
Don’t sign a California lease agreement without reading this guide. Learn key rental agreement terms, what to look for, and the tenant rights California protects.
The Top 5 Estate Planning Mistakes We See Every Day in California (And How to Avoid Them)
Uncover the top estate planning mistakes in California, from living trust errors to an outdated estate plan. Avoid common will mistakes now.
What Is a Trust Accounting? A California Trustee’s Duty of Transparency
Understand your trustee duty to account with a trust accounting in California. Learn what to include in a trust accounting, how often to provide accounting, and your beneficiary’s right to information under probate code trust accounting rules. Essential record keeping for trustees and transparent financial statements for a trust help avoid trust litigation
The Rules of Notification: A Trustee’s Guide to Informing Beneficiaries in California
As a California trustee, understand the 60-day notice rule under California Probate Code 16061.7. Learn the legal notice requirements, how to notify heirs, and what information to provide beneficiaries, including a copy of the trust document. Ensure effective trustee communication and a smooth trust administration process by keeping beneficiaries informed, preventing liability.
Who Pays the Bills? A Guide to a Deceased Person’s Debts and Creditors in California
Confused about who is responsible for a deceased person’s debt in California? Learn why heirs are responsible for debt only rarely. Understand the duties of an executor, the probate creditor claim period, and how paying creditors from an estate works. Discover the role of notice to creditors California, trust administration and debts, what an insolvent estate means, and when debts are forgiven at death. Get expert guidance on settling an estate correctly to protect beneficiaries.
A Trustee’s Guide to Creating a Complete Inventory of Trust Assets in California
A successor trustee’s guide to their duties, including how to create an inventory of trust assets, find and value property, and ensure proper trust administration.