When someone passes away, their will names an executor to handle their estate. That means that person will be paying debts, managing property and eventually giving assets to the beneficiaries. Most of the time, this process goes smoothly. However, there are times the...
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Estate Administration And Probate
First steps to take when you must settle an estate
Losing someone you love is hard enough. Then you learn that you are the one responsible for settling their estate, and you have no idea where to begin. If that sounds like you, take a breath. Speed matters less than getting the early steps in the right order, which...
What should an executor do within 60 days of appointment?
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...
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...