What is the proper way to insure a residential property when there are multiple owners with equal shared interest?
Alan's answer
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Answered on September 03, 2025
Talk to your insurance agent. That person should be able to determine who or what should be insured and who should be listed as an "additional...
Can I provide a certificate of title instead of divulging our entire family trust?
Alan's answer
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Answered on August 30, 2025
A certificate of trust is sufficient. San Bernardino County Recorder asks for the whole trust, and I have a standard letter to send them.
My...
How do I become conservator for a relative?
Alan's answer
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Answered on August 30, 2025
Because every county has its own local forms and procedures in addition to the state-wide court forms, you need an attorney who handles...
What is the name of the form to request notification on a probate case?
Alan's answer
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Answered on August 29, 2025
The form is "Request for Special Notice" DE-154. There is a charge to file it. Additionally, in Los Angeles County, you can download filed probate...
Can the owner of property transfer/place the property in trust w/ siblings as beneficiaries w/o an assessment?
Alan's answer
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Answered on August 29, 2025
Take what you have to an attorney who knows property tax law. There are a few companies that will make a loan secured by trust real property.
You...
II will in arizona, can it be changed in california?
Alan's answer
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Answered on August 26, 2025
She needs to have an estate plan that complies with Arizona law. California and Arizona have different methods to make a will self-serving. In...
Trust Estate Question?
Alan's answer
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Answered on August 26, 2025
The easiest thing to do for asset protection is to maximize the amount you put in tax deferred retirement plans.
The next thing is to carry...
How do I locate unknown assets of my recently deceased cousin, such as IRAs, Mutual Funds, and Institutional Accounts?
Alan's answer
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Answered on August 24, 2025
The decedent should receive bank satements at least every quarter, and for most account, monthly. Someone needs to get a change of address so all...
How can I get my copy of my mother's P.O.A. certified?
Alan's answer
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Answered on August 24, 2025
You need an attorney to help you . You may need to become conservator of your mother with dementia powers.
Why are all the attorneys i have been in contact with have all ghosted my?
Alan's answer
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Answered on August 23, 2025
You need your own attorney on Monday. File a Fequest for Special Notice. Object to Uncles petition, and file your own opposing petition, probably ...
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