I got my court’s calendar notes today for my recently filed Heggstad petition where the decedent had done a Suze Orman trust. Different counties call them different things – calendar notes, tentative ruling, etc… but basically it’s the Court’s preliminary thoughts on the case after reviewing what has been filed. It says: Settlor executed a […]
What documents should your California living trust package have? A lot of clients think a trust is the only document. However, it’s not. Far from it! There are a number of documents that a properly prepared California revocable “living” trust package should have. Here is a brief summary of each: California Revocable Living Trust – […]
Call Us Today
