Skip to main content
Scott Grossman
By In Trust

Trustee Duties: Five Exceptions for Your Trustee Seeking a Release of Liability Waiver

Table of Contents Key Takeaways Why a Trustee May Ask for a Liability Waiver Five Exceptions Allowing a Trustee to…
Read More
probate or trust attorney
Can’t Afford a Probate or Trust Attorney in California? 

Can’t Afford a Probate or Trust Attorney in California? 

Maybe. Some cases are a good fit for a contingency fee agreement. A contingency fee agreement allows you to hire…
October 10, 2025 Read More
When Appraisals Are Used During Estate Administration

When Appraisals Are Used During Estate Administration

Estate administrators need to determine the actual value of the estate as a whole in order to complete the probate…
October 10, 2025 Read More
Can I Request a Copy of the Trust from the California Executor?

Can I Request a Copy of the Trust from the California Executor?

Often we're asked if we can make the executor of the trust give someone a copy of the trust. Getting familiar…
October 9, 2025 Read More
probate accounting
Eight Steps to Take if You Are Questioning a CA Probate Accounting

Eight Steps to Take if You Are Questioning a CA Probate Accounting

Are you questioning the probate accounting that was prepared by the executor or administrator? View here for more from a…
October 7, 2025 Read More
What Is a Probate Referee in California?

What Is a Probate Referee in California?

Who is the California probate referee and what is his or her role in your probate case? Read more by…
October 3, 2025 Read More
Disqualified Beneficiaries in California Probate

Disqualified Beneficiaries in California Probate

Table of Contents Key Takeaways What Does It Mean for a Beneficiary to Be Disqualified? Who May Be Disqualified From…
October 2, 2025 Read More
Why Do You Need an Ein for the Probate Estate

Why Do You Need an Ein for the Probate Estate

Attorney Scott Grossman discusses the final steps one must make before finally ending the probate process.
October 2, 2025 Read More
Does an Executor Have to Show Accounting to Beneficiaries
Does an Executor Have to Show Accounting to Beneficiaries?

Does an Executor Have to Show Accounting to Beneficiaries?

Table of Contents Key Takeaways Executor Accounting Process Beneficiary Rights in California Executor's Duty of Transparency Consequences of Not Receiving…
October 1, 2025 Read More
Riverside Probate Accounting
Complete Riverside Probate Accounting Schedules

Complete Riverside Probate Accounting Schedules

California probate accountings require the inclusion of various schedules. View here for more from a Riverside probate attorney.
September 30, 2025 Read More
Does a Trust Need to Be Filed With the Probate
Does a Trust Need to Be Filed With the Probate Court in California?

Does a Trust Need to Be Filed With the Probate Court in California?

Filing a trust with the probate court is not always necessary, but if a probate is required it may be…
September 26, 2025 Read More

Disclaimer
Our Office Locations