Helping You Through Times of Change
A conservatorship allows a responsible person to make decisions for another adult in such areas as personal finances. The situation typically involves some sort of cognitive disability on the part of the person who holds the estate. The role of a conservator calls for...
Many decisions come with creating an estate plan. Will or trust? Who are your beneficiaries? How will you divide your assets? And, among the most important, who will serve as the executor? The executor of a will has endless duties in settling an estate, which may take...
When someone dies in California, there is a good chance that part, if not all, of the decedent's estate, will go through probate. This is the process in which there is a management and closing of the decedent's estate. The individual with the biggest responsibilities...
Perhaps the need to fulfill your role as a personal representative came up sooner than you expected. You may feel overwhelmed by the tasks involved with the final administration of an estate. Here are four tips that should help you succeed in your duties. 1. Follow...
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...
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...
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...
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...
Despite having good health throughout your life, a catastrophic injury or serious illness may render you incapable of making your own medical decisions. You do not have to leave your treatment to chance, though. As part of your comprehensive estate plan, you can...
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...
