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Heggstad Petitions 101

A Heggstad petition is simply a petition to the probate Court to try and establish the decedent’s intent that they intended for assets to be a part of a trust.  The most common way of showing this is by looking at the schedule of assets attached to the trust. If the asset is listed there it has a very good chance of success. What if it’s not listed there?  In another post I will talk about some other ways we can show intent to get a Heggstad petition approved.

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