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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

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

Once a living trust is created, a testator must engage in the process of transferring personal assets into the trust. Once successfully transferred, the assets no longer belong to the testator. Instead, they belong to the trust. This is referred… READ MORE

The California Superior Courts probates a will in San Diego. During the probate process, a legal will is assessed and the deceased’s assets are transferred to beneficiaries listed in the will. Debts are satisfied, including all applicable taxes, and the… READ MORE

Trusts and Wills have this in common– each states how assets will be distributed at death. But they differ in many ways. WILL: Two witnesses sign. TRUST: No witnesses sign. WILL: Should not be notarized. TRUST: Virtually all trusts are… READ MORE