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Bay Area Estate Planning and Family Law Blog

When must a trustee serve a notice?

If you are the trustee of a trust, you have a serious responsibility to everyone associated with the trust. In some cases, part of your administration duties is to ensure you keep everyone aware of any changes or details of the trust. California Legislative...

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What is a living will?

Estate planning ensures your family receives the proper care after you are gone. However, it can also provide a safety net for you should you experience a major illness or injury. According to the Mayo Clinic, living wills provide legally binding instructions to...

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Should you review your estate plan?

After creating your estate plan, you should feel a sense of accomplishment. After all, you have completed a big chunk of potentially complicated legal work that likely took you a lot of time, effort and energy to do. But did you know that your estate planning does not...

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What are the types of conservatorships?

Conservatorships for an adult allow someone else to have control over that person’s life and decision-making. Because it is such a huge responsibility and robs the person of his or her personal freedoms, the court takes it incredibly seriously when starting a...

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What are the alternatives to probate?

Probate is sometimes a necessary process to ensure your last wishes come to fruition. However, not every estate needs to go through it. The Judicial Branch of California explains you may bypass the probate process in several different ways. You can also ensure certain...

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Take steps to fund your trust

Creating a trust allows you to pass money or property to family, friends or an organization of your choice without going through probate. However, the task of setting up your trust is not over when you sign the documents to create your trust. You have to fund your...

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