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Executor’s role in Probate What is an “Executor?” In California the Executor is also called a personal representative. It is the person or entity nominated by the deceased person (the “decedent”) in a Will to administer the estate of that person as directed by the Will. Let’s start by stating that it’s both an honor...

WHAT IS PROBATE? Probate is a legal proceeding that is used to wind up a person’s legal and financial affairs after death. In California probate proceedings are conducted in the Superior Court for the county in which the decedent lived, and can take at least eight months and sometimes as long as several years. WHAT...

California Law requires all bank employees to report all suspected cases of elder financial abuse. The California Bankers Association has compiled a list of tips to help consumers be more vigilant in keeping seniors safe. Elder financial abuse is a somewhat unique crime in that, oftentimes, it is a member of the family, close friend or...