Archived
My husband died without a will. The son has now hired an attorney and wants me to sign a bond waiver to him. What should I do?
Bryan's answer
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Answered on February 09, 2015
The proper document you should be signing in order to waive bond is Judicial Council Form DE 111 (a-3d). The form itself provides a summary of some...
How can I get stock out of my deceased Mothers name and into my Fathers trust?
Bryan's answer
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Answered on October 27, 2014
First, you do not need a medallion guarantee on the 13100 affidavit.just have it notarized. You can refer to Probate Code sec. 13104 for other...
Archived
Is the revised Probate Code 5301a retrocactive?
Bryan's answer
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Answered on October 22, 2014
Probate Code section 3 governs the applicability of new laws in probate matters. In general, Probate Code section 3 provides that a "new law...
Archived
My mother's estate went into probate 3 years ago. Now there is a court ordered blocked account, ordered on May 2014. Administrat
Bryan's answer
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Answered on October 22, 2014
You have essentially asked two different questions, so I will answer them separately. First, the administrator needs your social security number so...
Archived
My mother's estate went into probate 3 years ago. Now there is a court ordered blocked account, ordered on May 2014. Administrat
Bryan's answer
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Answered on October 22, 2014
You have essentially asked two different questions, so I will answer them separately. First, the administrator needs your social security number so...
Archived
My daughter, trust executer, not listed as a trustee. bank says cannot be on savings account; account part of the trust. do?
Bryan's answer
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Answered on October 22, 2014
Your question is a little cryptic, but it does give you your answer. You say that she is not listed as trustee, so the bank will not add her to a...
Archived
In a probate action, what is supposed to be listed and Appraised in the Inventory and appraisal?
Bryan's answer
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Answered on October 10, 2014
For a good idea of what the inventory and appraisal should contain and how those items are to be inventoried, take a look at the Probate Referee...
Archived
Conservatorship Probate Inventory & Appraisal - is a credit card though Chase or a credit union included in the inventory?
Bryan's answer
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Answered on October 10, 2014
No. A credit card balance represents a liability, not an asset. You should also consult the Handbook for Conservators and the Probate Referee Guide...
Is it mandatory to use the DE-120 NOTICE OF HEARING when filing a Petition in the Probate Court OR
Bryan's answer
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Answered on October 10, 2014
Generally speaking, DE-120 is a mandatory form and must be used. While the clerk may file and the judge accept another form of notice, the court...
Archived
Estate assets / debts / probate, what do I do?
Bryan's answer
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Answered on October 06, 2014
In California, when the assets of an estate are insufficient to pay the debts and expenses of the estate, the personal representative must pay the...
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