A legal document, also called a Last Will and Testament, communicates a person’s final wishes, including what happens to their belongings, and specifies Beneficiaries of their Estate.
If a disabled person is about to receive a substantial inheritance, these assets can be lost if proper action is not taken. Receiving financial inheritances can result in a disabled person’s disqualification from receiving certain benefits, such as social security or Medi-Cal.
California will contest matters can interfere with the administration of an estate while eating up valuable time and resources. Unfortunately, these matters must be defended even when the executor feels they are frivolous. If you are faced with the task of defending a will contest in San Diego, consider taking the following steps.
Whether you should pursue legal action against an executor vs. a trustee in California depends on many factors. Trust and estate litigation in California is a complex area of the law and requires the guidance of an experienced legal professional.
Unfortunately for the rightful beneficiaries of an estate, even a frivolous will contest in San Diego will cost money to defend. Contact our office to schedule a case evaluation today.
If a child is pretermitted, he may have a right to a share of his parent’s estate. The next step is to determine where that share should come from.
Problems can arise if there is a lack of funds to pay monthly mortgage bills. If this happens, the lender may initiate a foreclosure during San Diego probate.
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.
This article focuses on how undue influence is proven in a California will contest or trust contest. If you suspect undue influence contact us today.
Finding your loved one’s will is a vital first step in the process of administering an estate in California. Fortunately, since anyone holding a will is required to file it with the probate court within 30 days of the passing of the deceased, you may be able to locate the will by searching on the San Diego Superior Court website.
The personal representative of a California estate can take steps to speed up the administration process. View 10 such steps that make probate more efficient.