Personal representatives in California must complete an Inventory and Appraisal Form. This form includes two attachments. Click here to learn more.
Articles about Accounting
Administering an estate is not always an easy process. This is especially true when the estate holds an interest a business, as several issues can arise.
Understanding the obligations and procedures surrounding trustee accountings is an important first. The following is an overview of seven helpful facts about trustee accountings.
Administering a loved one’s estate involves more than just divvying up furniture, clothing, and personal effects and distributing them to family members and friends. The personal representative of an estate has many responsibilities.
Trustees of California trusts must be wary not to make mistakes that could threaten the trust money. The probate court has several mandatory form requirements.
Executor of an estate confused about your responsibilities relating to the inventory and account? View here for more from a Riverside probate attorney.
Are you questioning the probate accounting that was prepared by the executor or administrator? View here for more from a San Diego probate court attorney.
Debts of an estate must be paid during administration. The decedent may have left instructions, and it is important to know which assets to use for repayment.