Are Wills Public Records?
During the probate administration process in San Diego, most records are public, including the will. Learn which private documents remain sealed.
Assets Listed on the Two Inventory and Appraisal Attachments
Personal representatives in California must complete an Inventory and Appraisal Form. This form includes two attachments. Click here to learn more.
Missing Assets after Estate Administration: How it Happens
During an estate administration it is your duty to manage and distribute the assets. Assets are sometimes not discovered until after the estate is closed.
Same Sex Couples: Estate Administration and Assets
The recent Supreme Court ruling regarding marriage rights of same sex couples will impact estate administration. This includes the treatment of certain assets.
Five Facts about Self-Dealing and Trustee Breach of Fiduciary Duty In CA
When a trustee engages in activities that benefit the trustee without regard for the beneficiaries, the trustee has committed a breach of fiduciary duty in California.