Executor's Discretion vs. Court Order: Executors must follow the directives of the probate court order, which typically involves distributing...

The bank may accept a Certificate of Trust. Under California law a Certificate of Trust can provide additional information such as the correct...

In cases where the total value of the bank account and other personal assets does not exceed $184,500, a small estate affidavit might suffice. For...

How does your wife's uncle oversee her inheritance? Was there an oral or written trust? If there is a trust, the beneficiary has the following...

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Should there have been any shortcomings in providing due notice, it might be advisable for the involved party to submit a waiver of notice. In...

A trust and a will serve different purposes, but both can be used to distribute assets after someone passes away. The main differences between them...