When you accept the role of executor, the first 60 days often set the tone for the entire estate process. In Sacramento and across California, your first steps will shape how smoothly assets move and how disputes unfold. As executor, you need to know the...
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Estate Administration And Probate
Can a deed keep real property out of probate court?
Every testator creating or expanding an estate plan has their own priorities. For some people, keeping assets out of probate court is a key goal. When major resources pass through the probate courts, they are vulnerable to creditor claims. Hospitals that provided...
Managing tax obligations during probate proceedings
When an individual dies, their property becomes their estate. Either estate planning documents or state statutes determine what should happen with the assets owned by the estate. The financial obligations of the decedent also typically pass to the estate. The estate...
What are the top mistakes to avoid in estate administration?
Death brings many duties to those left behind, especially for the person who must handle the deceased's estate. Many executors face this task for the first time, and the rules can seem daunting. Learning about common errors now will help you avoid problems later. ...
What happens to jointly owned property during probate?
When a loved one passes away, dealing with their estate can be overwhelming. One common question that arises is what happens to jointly owned property during probate. In California, some can automatically go to the surviving owner or owners without court intervention....
New rules on probate for primary residences in California
Starting April 1, 2025, California will follow a new law that makes the probate process more manageable for primary homes worth up to $750,000. This change helps heirs get property without the lengthy and costly probate process. Here is what you need to know about...
The executor’s roadmap: Your responsibilities in estate administration
Have you been named an executor in your loved one's will? This role is both an honor and a significant responsibility. As an executor, you will manage a person's legacy and carry out their final wishes. While it may seem daunting, understanding your key...
What are common signs of executor misconduct?
An executor plays a crucial role in managing a deceased person's estate and ensuring the proper distribution of assets according to the will. Additionally, they gather assets, pay outstanding debts, and distribute property to beneficiaries. Executors must operate in...
What preliminary duties does an estate representative have?
Probate can be daunting and complex, especially for the estate representative. Right after the decedent's death, this role has different responsibilities concerning the assets and financial affairs left behind. The details of the deceased's life and estate can lead to...
What assets can forego probate?
When estate planning, one of the most vital details for you to review is which parts of your estate may undergo probate. This legal process can be lengthy and may involve various procedures, such as organizing your properties, appraising them, paying off any debt you...