Hiring a CPA to assist you with tax matters while administering a trust or estate is a wise decision. Learn more about how a CPA can help you here.
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As part of the legal tasks you must accomplish, the bank will likely want to see a copy of your loved one’s death certificate. Keep on reading to find out more about why the bank will ask for a death certificate.
Table of Contents Key Takeaways Understanding Common Ownership Trust Property Ownership: Legal vs. Equitable Title Key…
If there are disputes over the amount of time it is taking for the Orange County probate, the court may be involved. Our team discusses six possible outcomes.
As a successor trustee, your duties begin if the current trustee is mentally incompetent. It is important to act quickly to protect the trust assets.
Under certain circumstances, an attorney can serve as both the legal advisor and trustee of a California trust. However, the attorney must enter into both roles with a great deal of caution. If the attorney does not act fairly or follow the California trustee rules relating to compensation, he or she could be subject to litigation brought by a beneficiary.
Table of Contents Key Takeaways California Wills Lodged Online Steps to Locate a Lodged Will What…
Some estates have two individuals serving as co-executors. When co-executors disagree, there are certain potential outcomes for what may happen.
An executor is the person in charge of administering a decedent’s probate estate. When there are co-executors named, those responsibilities are magnified.
An important duty of a trustee is to identify the trust assets. Doing so is not always as easy as it may seem at first.