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… READ MORE
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… READ MORE
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… READ MORE
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… READ MORE
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… READ MORE
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… READ MORE
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… READ MORE
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… READ MORE
A pour-over will is one that serves as a catch all. It captures all assets that are not included or transferred into a living trust. For a living trust to work, it must be funded. This requires the testator to… READ MORE
Digital estate planning is the new form of estate planning services in San Diego and around the country. It is the process of organizing digital property and assets and creating a plan for how they will be distributed upon death.… READ MORE