Probate

Probate is the process by which the court validates a will and supervises the settlement of an estate including the transfer of assets to beneficiaries.

 

Can We Handle Your Probate Matter?

Yes! We handle probates in counties throughout the State of California. Our office is trained to process probates in a quick and efficient manner and to work with the courts to ensure assets are properly distributed to the correct beneficiaries.

 

How Do I Avoid Probate?

Only assets in your individual name will go through probate. Many folks use a (fully funded) revocable living trust to avoid probate. In addition, contract assets such as life insurance, retirement accounts, and annuities as well as assets owned by joint tenants with right of survivor-ship avoid probate as well.

 

Why Should I Avoid Probate?

Most people want to avoid probate because it can include high fees and costs, significant time delays, stress, and the fact that everything that goes through probate is public information. Anyone can go on the Internet and view a listing of your assets, debts, beneficiaries, and who received what. If you’re like most people, you want to keep your family affairs and finances private.

 

What Is Living Probate?

“Living Probate” refers to the court process necessary if you don’t have a disability plan in place. It is also referred to as “guardianship” or “conservator-ship,” depending on state law. It can be a painful and arduous process for your loved ones that can easily be avoided with powers of attorney and living trust planning. We’ve found that most folks also want to keep their family and financial affairs private with a disability plan instead of dredging through a public court proceeding.