We have already stressed that it is unwise to probate in California without a legal counsel. Additionally, even the California Probate Court recommends the assistance of a California probate lawyer. Yet, may people still wonder how a probate attorney can help their case.
California Probate Lawyer: What can they do for you?
Here are the actions that San Diego probate and trust administration lawyer Scott Grossman takes in a probate process:
- Lodge the will with the probate court
- Discuss the assets with you and take any immediate action
- Draft the pleadings to file with the court to have the will admitted to probate or to have the court appoint you as administrator
- Appear at the first hearing date
- Collect your letters of administration
- Draft an inventory and appraisal for submission to the probate referee
- Give notice to the Department of Health Care Services that the decedent has died
- Send a copy of the inventory and appraisal to those who have requested special notice
- Send out notices to known creditors
- Discuss any creditor claims with you and draft the response to the creditor
- Advise you on the sale of real estate
- Draft your petition for the first and final account and file it with the court
- Send a notice of hearing and a copy of the petition and account to the heirs and beneficiaries
- Attend the hearing on the petition for the first and final account
- When the account is approved, advise what checks should be issued, draft deeds to convey real estate to the proper beneficiaries, and advise how to perform any in-kind distributions that have been ordered
- Draft receipts for each beneficiary to sign and draft an ex-parte petition to discharge the probate estate
In conclusion, here at the Grossman Law Firm, we understand what you are going through. We want to dedicate time and attention to our clients, which is why we are careful to discuss cases at length before we commit ourselves.
AttorneyThe Grossman Law Firm, APC · 525 B Street, Suite 1500, San Diego, CA 92101 · (951) 523-8307