Southern California Probate Lawy

Probate Administration Lawyers Provide Compassionate Legal Help for Inexperienced Executors in Southern California

All estates of Southern California decedent’s that are valued at more than $150,000 are required to go through a lengthy and complex probate administration process if the decedent failed to take adequate steps to shield assets from probate during life. While probate can be avoided by creating various types of trusts during the individual’s life, and certain exceptions may apply, the reality is that many individuals fail to take important planning steps to shield valuable assets from probate before death. This may come as a surprise to a deceased individual’s family and loved ones, who may be inexperienced and unprepared to act as the estate’s personal representative or executor alone.

Unfortunately, the probate process in Southern California is anything but simple. An experienced probate lawyer can help you minimize the inefficiencies that are all too common in the probate administration process, and can also help in resolving any conflicts that may arise during the probate period. Probate can be a lengthy process, and I work tirelessly to ensure that the process runs as smoothly and efficiently as possible.

What Every Executor Should Know About Probate in Southern California

Probate in Southern California is a formal legal process designed to “close” the deceased individual’s estate so that all liabilities can be satisfied, and the remaining assets can be distributed to the decedent’s beneficiaries. The executor acts as a fiduciary throughout the probate administration process, which means that he or she has certain duties and a responsibility to refrain from taking advantage of the position of executor to profit personally.

An experienced probate administration lawyer can help an executor understand his or her role and duties, which include:

• Filing a petition for probate,
• Notifying potential estate beneficiaries of the dates of any probate hearings,
• Publishing the probate notice in a newspaper, and filing proof of such publication with the court,
• Creating an inventory and obtaining appraisals of the estate’s assets by a probate referee,
• Creating an inventory of the decedent’s debts, which can include going through the decedent’s personal files, mail and electronic accounts,
• Notifying creditors of their right to make claims against the estate,
• Paying the estate’s debts, which may include liquidating assets to cover any cash shortfalls,
• Filing the estate tax return if necessary,
• Preparing and filing the final notice of distribution, and providing required notices to all beneficiaries,
• Appearing at all required probate hearings,
• Executing the asset distribution that the probate court approves.