California Probate Legal Questions

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472 legal questions have been posted about wills and probate by real users in California. Ask your question and dive into the knowledge of attorneys who handle your issue regularly. Similar topics to explore also include living wills, and contested wills. All topics and other states can be accessed in the dropdowns below.
California Probate Questions & Legal Answers
Do you have any California Probate questions and need some legal advice or guidance? Ask a Lawyer to get an answer or read through our 472 previously answered California Probate questions.

Recent Legal Answers

Hello.  I am sorry to hear of your bad experiences.  Yes, we can help you.  We are very experienced in estate litigation.  There are various causes of action in addition to fraud and elder abuse which can aid your case.  Please reach out to me and we can discuss the details of your matter.   Jeff Czech.  Czech & Howell, APC jeff@czechandhowell.com... Read More
Hello.  I am sorry to hear of your bad experiences.  Yes, we can help you.  We are very experienced in estate litigation.  There... Read More
Hello.  The trustee/admin/executor has the authority to remove the niece.  Depending upon the controlling document, if any, you may have to request authority from the court.  Please write or call 714-522-5553 and I will review your documents.
Hello.  The trustee/admin/executor has the authority to remove the niece.  Depending upon the controlling document, if any, you may have to... Read More
If a probate of the case was opened, it would be public record. Inquire of the probate court in the county where decent lived when he died.  If there is no probate case, you might petition to be the admin of your father and or husband.  Once appointed you can ask for any infomraiton that decedent might have obtained while he was alive. See a probate attorney.... Read More
If a probate of the case was opened, it would be public record. Inquire of the probate court in the county where decent lived when he died.  If... Read More
In Florida, the tag agency may transfer the car without a Probate Order. In many cases with the death certificate and a transfer form. Since there is no will, they should go by the California intestate rules. I am sure, you want to avoid the Probate (inheritance court) expense. I am a Florida attorney and not a California attorney, but I would try to transfer the title first with the tag agency/ DMV.    ... Read More
In Florida, the tag agency may transfer the car without a Probate Order. In many cases with the death certificate and a transfer form. Since there is... Read More
A spouse, whether married for a day or over 20 years, is entitled to an elective share of the deceased spouse’s estate. This right applies even if the will disinherits the surviving spouse. The elective share means that the surviving spouse can either accept what is provided for them in the deceased spouse’s will or, if the will either grants them property or excludes them entirely, they are entitled to automatically receive at least 30–35% of the deceased spouse’s estate. The only exception is if a prenuptial or postnuptial agreement explicitly excludes the spouse from claiming an elective share, and the spouse has legally executed the agreement.     ... Read More
A spouse, whether married for a day or over 20 years, is entitled to an elective share of the deceased spouse’s estate. This right applies even... Read More
Hello.  An attorney will have to review your documents, but it sounds like you do not have to  quickly leave the house if you dont want to.  It does depend on how title is held with the grandson and what the terms of the trust are.  Did she leave her half of the house to you as a beneficairy of a trust or are you a surviving joint tenant?   The answer to that question will dictate your next move.... Read More
Hello.  An attorney will have to review your documents, but it sounds like you do not have to  quickly leave the house if you dont want... Read More
Hello.  You should report the inheritance, but clearly claim it as your own separate property.  As long as you kept the inheritance in an account with only your name on it and did not commingle spouse's money in that account, you should be fine.
Hello.  You should report the inheritance, but clearly claim it as your own separate property.  As long as you kept the inheritance in an... Read More
Most states have homestead protection for the surviving spouse that allows said spouse to have a life estate possessory interest in the deceased spouse home. This would be despite any contractual agreement with a third party to the contrary. Confirm with a probate attorney for specific advice to your situation. ... Read More
Most states have homestead protection for the surviving spouse that allows said spouse to have a life estate possessory interest in the deceased... Read More

My sister died in CA 2 mths ago with no will and a small estate of approx. $25K. Do I have to go to Probate Court?

Answered 2 years and 4 months ago by Mr. Howard A. Kurtz (Unclaimed Profile)   |   1 Answer
Thank you for reaching out.  We can only practice within North Carolina and can not provide answers for out of state inquires.  Sincerely,  Kurtz & Blum
Thank you for reaching out.  We can only practice within North Carolina and can not provide answers for out of state... Read More

Will/living trust

Answered 2 years and 9 months ago by Bobby Kouretchian (Unclaimed Profile)   |   1 Answer
It's always a good idea to plan ahead.  Unfortuantely, it's not easy to answer your question definiteively without more information.  As much as we'd like to answer your question, we wouldn't want to make any assumptions in making any recommendations and lead you astray. Generally speaking, it's a good idea to set up a living trust.  Trusts are the best way to avoid probate and provide for a seamless administration of an estate.  That said, not all situations call for a trust.  It depends on various factors.  We suggest contacting an estate planning attorney, preferably in the state where your brother holds his assets.      ... Read More
It's always a good idea to plan ahead.  Unfortuantely, it's not easy to answer your question definiteively without more information.  As... Read More

The Will

Answered 3 years and 6 months ago by attorney Jeffery J. Czech   |   1 Answer
Hello.  Yes, a "piece of paper" may be a valid will.  It has to be signed but not notarized; even better if written in the deceased's own hand.  This is called a "Holographic" will in CA.  Do you have a copy of this paper?  If so, you may be able to petition the court for probate of your Aunt's estate.... Read More
Hello.  Yes, a "piece of paper" may be a valid will.  It has to be signed but not notarized; even better if written in the deceased's own... Read More
If a person dies without a will, then under most state laws, the property of the decedent would pass under intestate succession. This means that the property would pass to the blood relatives that are closest to the decedent, which would be the wife and any children that the decedent had. If the decedent cut you out of the will, then under most state laws you would be entitled to nothing. ... Read More
If a person dies without a will, then under most state laws, the property of the decedent would pass under intestate succession. This means that the... Read More
Your father-in-law's estate must be probated.  The sooner the better so that you can save the house.  Your spouse will become an equal owner of the house with his/her siblings.  In order to help, I would need to see how title to the house is currently held, and would need to know if he own it with his spouse, etc.... Read More
Your father-in-law's estate must be probated.  The sooner the better so that you can save the house.  Your spouse will become an equal... Read More
If there is no will, California law does not provide for step brothers.  Go look for it!  You are not responsible for handling his estate, but if you are named as an executor in his will, you can take responsibility.
If there is no will, California law does not provide for step brothers.  Go look for it!  You are not responsible for handling his estate,... Read More

My sister is suing me for my house plus additional money

Answered 3 years and 11 months ago by David Alan Schechet (Unclaimed Profile)   |   1 Answer
Sorry for your situation.  I would need to see the title to the house she bought for you, and all the related documents.  Is title in your name or in the name of her trust?  Of course, I also see the lawsuit that she filed.  At this point, you have no choice but to respond to the complaint.  ... Read More
Sorry for your situation.  I would need to see the title to the house she bought for you, and all the related documents.  Is title in your... Read More

How do I find out about a property trust

Answered 4 years ago by David Alan Schechet (Unclaimed Profile)   |   1 Answer
Write a letter to the person who has a copy of the trust, and inform that according to California law, they must send you a copy of the trust since you are an heir.
Write a letter to the person who has a copy of the trust, and inform that according to California law, they must send you a copy of the trust since... Read More
More information is needed.  Did your father notify the Department of Motor Vehicles that upon his death the car should go to you?  Are you the only child?  If so, the car will become yours, but probate must be initiated.  What is the home worth? What is the amount of the mortgage?  If there is equity you better begin probate ASAP to protect it from a foreclosure sale.... Read More
More information is needed.  Did your father notify the Department of Motor Vehicles that upon his death the car should go to you?  Are you... Read More

Question regarding joint ownership when 2 of the 3 owners pass away with no will

Answered 4 years and 2 months ago by David Alan Schechet (Unclaimed Profile)   |   1 Answer
It all depends on how title was held.  If it was held as joint tenants, then you now own the property all by yourself.  If it was held as tenants in common, or if it was silent, then the beneficiaries of their estate become partners with you.  I would need to see exactly how title was held in order to give you better advice.... Read More
It all depends on how title was held.  If it was held as joint tenants, then you now own the property all by yourself.  If it was held as... Read More
Hi, You are now responsible for protecting the assets of the trust for the trust's beneficiaries.  You need to pay the insurance, taxes, mortgages, utilites, etc.  You probably have the right to sell the homes as well.  I would need to see the trust to give you better adivce.... Read More
Hi, You are now responsible for protecting the assets of the trust for the trust's beneficiaries.  You need to pay the insurance, taxes,... Read More

Do I have any chance of saving my own home or do I have to move they are forceing me out of my own house

Answered 4 years and 2 months ago by David Alan Schechet (Unclaimed Profile)   |   1 Answer
Was your mother the only owner of the home?  Was it owned by her with your father?  What does the will say?  Start by seeing who owned the property before she passed, and what the terms of the will are.
Was your mother the only owner of the home?  Was it owned by her with your father?  What does the will say?  Start by seeing who owned... Read More

Probate without a will

Answered 4 years and 2 months ago by David Alan Schechet (Unclaimed Profile)   |   1 Answer
I am sorry for your loss.  You have not asked a question, but I assume you want to know what to do with his belongings and property.  If his belongings are in a trust that he created, the terms of the trust control.  If there is a will, or there is no will, you will have to go to probate court, unless it is a very small estate.  I will need more information in order to help you.... Read More
I am sorry for your loss.  You have not asked a question, but I assume you want to know what to do with his belongings and property.  If... Read More

How soon should probate be filed?

Answered 4 years and 2 months ago by David Alan Schechet (Unclaimed Profile)   |   1 Answer
By now he should have a certified copy of the death certificate so there is no reason for a delay.  Best of luck.
By now he should have a certified copy of the death certificate so there is no reason for a delay.  Best of luck.

can my mother remove me from the will her and my dad had made after he died

Answered 4 years and 2 months ago by David Alan Schechet (Unclaimed Profile)   |   1 Answer
Most likely two wills were made. Your mother had her will, and your father had his will.  Usually a will can be revoked and changed whenever desired.  However, sometimes it can be argued that one's will was made on reliance of the terms of one's spouse's will; and, therefore, the wills cannot be changed.  More facts are needed, and the wills need to be reviewed.... Read More
Most likely two wills were made. Your mother had her will, and your father had his will.  Usually a will can be revoked and changed whenever... Read More

Calif trust Law.

Answered 4 years and 3 months ago by David Alan Schechet (Unclaimed Profile)   |   1 Answer
Hi, It should be easy to transfer the  judgment to your name since you are the trustee.  BUT that is assuming the judgment was part of the trust.  I would need to read the trust.  Otherwise, you might have to go to court to change the name of the judgment creditor.  How fast this can be done also depends upon the amount of the judgment.   I also happen to do a lot of collection work.  Is the judgment still valid?  When was it entered? Was it renewed?   I would need more information to give you difinitive answers.... Read More
Hi, It should be easy to transfer the  judgment to your name since you are the trustee.  BUT that is assuming the judgment was part of the... Read More

Son passed away and his father wonโ€™t split his belongings

Answered 4 years and 3 months ago by David Alan Schechet (Unclaimed Profile)   |   1 Answer
You rights are equal to your ex-husband, assuming your son had no will or trust.  Your son's children or siblings, could also have rights.
You rights are equal to your ex-husband, assuming your son had no will or trust.  Your son's children or siblings, could also have rights.