In California, a conservatorship is a protective proceeding for an adult. Conservators handle all medical and financial affairs for conservatees because they cannot care for themselves. The process of filing for a conservatorship is complex. If you intend to file a...
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...
Preparing for the future can often include crafting legal documents that let your family know what medical treatments you want in a serious situation and where you want your assets to go after death. As you go through estate planning, you may wonder what documents are...
A revocable trust is one which you can make changes to or cancel as long as you are still alive. According to FedWeek, "living trust" is another term for this kind of estate planning document. A living trust has many features that make it attractive to you. However,...
In the past, it used to be a much rarer occurrence to come across a blended family. These days, with the rate of remarriage after the loss or divorce of a spouse, blended families are more prevalent than ever before. Of course, though this has many benefits and things...
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...
