Formal vs. Informal Probate

Formal probate and informal probate are the two primary ways an estate is handled in California, and the difference between them can affect how long the process takes, how much it costs, and how involved the court will be. Informal probate is often quicker and less expensive, but it is not available...
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Is Probate Always Necessary?

Probate is not required in every California estate, but it becomes necessary when certain assets cannot be transferred without a court order. Whether probate can be avoided depends on how the estate is structured and the types of property involved. In some cases, assets move smoothly through trusts, joint ownership, or beneficiary...
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What to Expect When You’re Named Trustee in California

Being named the trustee of a California trust can feel like both an honor and a significant responsibility. Trustees must manage trust assets, communicate with beneficiaries, and follow California’s legal requirements for accounting and administration. Understanding your duties from the start can help you avoid disputes, prevent mistakes, and protect both the...
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What to Do If Your Sibling Tries to Take Over as Executor of an Estate

Family relationships can become strained after the death of a loved one, especially when disagreements arise about who should manage the estate. It’s not uncommon for one sibling to take control, or try to, before the probate court formally appoints an executor. When this happens, it’s important to understand your rights...
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What is a Living Will?

A Living Will is a legal document that specifies your wishes regarding life-prolonging medical treatment and makes these wishes known to others. You may believe that you will communicate such wishes to your family members and doctors if you become seriously ill or if...
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