My dad who is from California died. He had a will and the executor is saying they don't have to go to probate. Is that right?
Oleg's answer
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Answered on March 12, 2025
Sounds like a trust... and yes, you are entitled to the complete copy of the trust and its terms... just request it in writing.... if you don't...
How can I purchase another beneficiary's interest?
Oleg's answer
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Answered on March 12, 2025
After the probate is concluded, have your attorney draft a purchase agreement for the real property, and then send it along with the offer to your...
I need help with finding out how to handle my real estate property inheritance as designated in a Living Trust (Revocable).
Oleg's answer
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Answered on March 05, 2025
Start by requesting a copy of the trust in writing (you are entitled to a copy of the trust and any amendments, at least as an heir, if not also as...
Is This Will Valid? Grandmother in Hospice Left Everything to Caretaker—Need Legal Guidance!
Oleg's answer
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Answered on March 05, 2025
This is a red flag. And generally, there is a presumption of undue influence for the caregiver (assuming she was a caregiver for compensation and...
If the decedent had a 401k, does it need to be appraised by a probate referee? Is it considered a non cash asset?
Oleg's answer
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Answered on March 05, 2025
Yes, almost certainly (because a 401K account typically has securities, not just cash). On the bright side, it's super easy -- once a probate...
My Dad died without a will and has no other family members, but me. Can I pay the taxes
and put the property in my name?
?
Oleg's answer
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Answered on March 05, 2025
Sorry for the loss of your Dad. No, you will likely need to open a probate and probate the property.
Removing Trust Protector?
Oleg's answer
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Answered on February 21, 2025
If both trustors are alive and the trust is revocable, then typically yes. If one of them is deceased or the trust became irrevocable, it may be...
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My ex recently died, we had a child together who is still under 18 how can my child get his inheritance?
Oleg's answer
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Answered on February 18, 2025
You can file an application to appoint yourself Guardian Ad Litem on behalf of your child, and simultaneously, file a Petition for Probate on...
After a Will has been executed in California, a newer will is located naming different beneficiaries. What can we do?
Oleg's answer
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Answered on February 18, 2025
Yes, get the new Will admitted to probate and "probated." And have the estate distributed according to the new Will.
Is the county tax assessor entitled to a full copy of my trust?
Oleg's answer
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Answered on February 04, 2025
Yes, while a trust is generally private, the County Assessor has the right to request a copy of the terms of the irrevocable trust when considering...
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