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What Happens to an Estate after a Person Dies?

After death, the process of estate administration begins. During the administration phase, the individual’s assets are collected, creditors are paid, and the rest of the estate’s assets are distributed to beneficiaries in accordance with the estate plan. Probate assets are those that the testator owned that were in his or her name at the time […]

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How Much Maintenance Does an Estate Plan Need?

Consumers service their vehicle at regular intervals, and they go to annual physicals to examine their health. However, most skip over the importance of routine maintenance on their estate plan. Just like health and vehicles, estate plans require routine maintenance. If one wants to get the most out of an estate plan, they should take […]

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Attorney Estate Planning in San Diego

Should a Consumer Trust an Online Trust? Online services help consumers do everything from open a bank account to buy a house and plan their estate. While these do-it-yourself services are cost-saving, an online trust established by these DIY sites may lack legal particulars. Instead, a consumer is better off working with an attorney in […]

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Legal Will San Diego

What Makes a Will Valid? A legal will in San Diego is one that will pass through probate without many issues. However, it is the executor’s job when executing the will to ensure that it is legal and valid in the state. During probate, the final word of the will’s validity is determined by the […]

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Estate Planning services San Diego

Grounds for Challenging a Will A will contest is less common than consumers may think. By some estimates, 99 percent of estate plans will go through probate without a contest or question. However, when an estate plan does not meet legal requirements, or the maker had a questionable mental capacity, the family members of the […]

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Estate Planning San Diego

The Responsibilities of a Trustee for an Estate When estate planning in San Diego, it is important that a testator understands the responsibilities of a trustee; especially if they are nominating someone else as their estate’s administrator. The obligations of a trustee are vast, and depending on how involved the estate is, it could require […]

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Estate Planning Lawyer San Diego

Misconceptions about Probate Court Those going through an estate planning lawyer in San Diego must consult about probate court. Probate court is widely misunderstood among consumers; therefore, one may make selections for their estate plan without realizing the actual impact it has on probate. Probate is assumed to be a process that only those estates […]

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attorney estate planning San Diego

Understanding the Issue of Undue Influence in Estate Planning It is common for a person to be manipulated by another when they are vulnerable or dependent on that person. Undue influence is performed on a sensitive person, which disrupts their natural impulse to provide for their family or specific family members, leaving most of their […]

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Pick the Right Person as Trustee

Pick the Right Person as Trustee   By making a revocable living trust, you have reduced the cost and expense of administering your estate at death. The slow, tedious, and expensive probate process is avoided.  The person you named as successor trustee takes over for you. But you might think: could I have avoided a […]

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Identifying Parties That May Contest a Will

Identifying Parties That May Contest a Will A will contest or challenge cannot be brought by just anyone. Instead, the courts have a clear definition as to who can contest a will and who is unable to. Also, there are specific requirements for challenging a will; and one cannot dispute simply because they disagree with […]

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