I get asked the question a lot that goes something like this: How should you handle a beneficiary who is asking me, the trustee, for paperwork? OR Do I have to give the beneficiary a copy of the bank statements? OR Do I have to give a copy of everything to the beneficiary? The list […]

I was recently presented with a new probate situation that I have not seen before. Having done about 1,500 probate cases I have really seen just about every fact pattern there is… or so I thought. The new case brought forth the concept of an “electronic will” which up until a recently discussed California law […]

UPDATE AS OF JANUARY 1, 2020 – NEW LAW FOR THE NEW YEAR. THE LIMIT IS NOW $166,250 OR LESS Instead of the old law of $150,000 for small estate procedures. This will enable a few more estates to sneak into small estate territory but really it’s a minor change as it’s been set at […]

Attention probate attorneys and do-it-yourselfers: If you are utilizing California probate code 850 to do a Heggstad petition or other utilization of this broad code section be careful on your notice of hearing! As of January 1, 2018 there is a new California probate code section 851. I will paste it below. I have highlighted […]