When a California resident passes away, the person they appoint to be the executor of their estate is tasked with completing several important tasks. Executors are responsible for submitting the decedent’s last will and testament to the probate court, settling the...
Month: February 2023
Prevent elder financial abuse before it happens
Elder financial abuse is a growing concern in the United States, with millions of older Americans falling victim to scams, fraud and exploitation each year. While elder financial abuse in California can take many forms, it is a serious problem that can leave victims...
How does the probate process work in California?
Regardless of whether a California resident has a will, their estate goes through probate after their death. However, the process is faster and more organized with a will. This is how probate works. Filing the petition After a person’s death, the first step in probate...
Don’t leave life without one – a letter of instruction
If you live in California, know that a will isn't the only document you need to plan for your future. A letter of instruction can also be essential to your estate planning. Unlike a will, which is a legally binding document that determines the distribution of your...
How to handle a child’s monetary inheritance
If you are a parent or guardian in California, it is important to know that the law requires you to manage money received on behalf of a child in a particular way. This ensures that the child's financial interests are protected and that the money is used for the...