Scammers prey on people from all walks of life, but those with mental or physical incapacities are particularly vulnerable. To safeguard them, they or their loved ones can appoint a conservator to manage their care and financial assets. However, because this role has...
Helping You Through Times of Change
Firm News
What is the difference between an executor and an administrator?
The probate process occurs after your death. It is a court case that will handle various issues or tasks involved in closing your estate. To guide the process on your behalf, you will either have an executor or an administrator. These roles are exactly the same, but...
When may the court consider a will invalid and what may occur?
California probate court judges oversee transferring assets to the heirs named within a valid will. If you wrote out a will while experiencing a cognitive or mental health issue, however, your heirs may contest its validity. As noted on the California Legislative...
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...
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...
Responsibilities of a trust administrator
Tying up the financial loose ends of a loved one is challenging. Ideally, the person who appoints you the Trustee of their California estate discusses their wishes with you before they pass. However, if you unexpectedly find that you have these responsibilities after...
How do I limit the powers of a limited conservator?
You may have a family member that, because of a disability stemming from childhood, is not able to exercise self-care and needs someone to act as a conservator. However, you do not want to take away the full rights of your loved one, which is why a limited...