Considering a San Diego beneficiary designation dispute? View here for five important steps to take as you pursue litigation during an estate administration.
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A will is a legal document that outlines what is to happen to property upon someone’s passing, but the will does not always give the named executor the right to do what they want. Understanding the will and probate is important for all involved.
Many probate estates include a motor vehicle that must be cared for until it is distributed to the beneficiaries. This includes keeping insurance on the car.
After a person dies, his or her assets must be distributed. Retirement assets may pass to beneficiaries outside of probate administration.
Administering an estate may involve the handling of retirement assets. It is important to know what information you need to distribute the asset.
Ready to distribute the assets of a San Diego probate, but the beneficiary has now passed away? Understand what to do when making a distribution to an estate.
Personal representatives have many tax-related obligations during probate administration. Finding a CPA to help with these tasks may be beneficial.
Personal representatives must complete an Inventory and Appraisal form as part of the probate process. The mechanics of the process require attention to detail.
Ancillary probate proceedings are initiated when an individual passes away owning property in a different state. These proceedings are conducted under the probate laws in which the property existed.
The answer to this question depends on several factors. In some cases, when a decedent had a living trust that owned all of his assets, it may be possible to conduct a trust administration that does not involve the probate court. In other cases, some assets may require a probate administration.