Disclaimer

Some pages on this website may reference laws or legal interpretations that are no longer current. Laws change, courts interpret them differently, and every case is unique. The information provided here is for general educational purposes only and is not a substitute for legal advice about your specific situation.
You are not our client unless and until we enter into a written fee agreement, signed by both you and us, that clearly states the scope of legal work we are undertaking on your behalf. Until that time, please consult directly with an attorney of your choosing to obtain advice tailored to your circumstances.

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.

Call Us Today