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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...

How A Probate Attorney Helps Probate attorney is a state licensed lawyer who understands law aspects enough to advice estate executors and beneficiaries on settling final affairs of a deceased person. The lawyer is also referred to as an estate attorney and is responsible for handling personal representatives throughout the probate process until everything is...

Common assets mistakenly omitted from trusts Being an Attorney in Southern California that concentrates on all aspects of Probate matters, my office has come up with a list of the forgotten assets that are most commonly omitted from trust funding.  That is, these assets are frequently found after death titled in individual names rather than...

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...