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 - Page 3
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Recent Legal Answers

Take the Will to a local probate lawyer.
Take the Will to a local probate lawyer.
Hello.  No, filing this form will not slow matters down.  And it is common to file it, whether there is trust or not.
Hello.  No, filing this form will not slow matters down.  And it is common to file it, whether there is trust or not.
You can report the car as stolen but to address the larger problem you may want to see a local probate attorney about demanding production and probate of the Will.
You can report the car as stolen but to address the larger problem you may want to see a local probate attorney about demanding production and... Read More
Depending on your childrens' ages, the amounts they were left and the terms of the Will, the sums may have been placed in a Uniform Trust for Minors' Act account, paid into the court registry, or held in trust until they reach a certain age.  Ask the local probate court clerk for a copy of the Will, ask a local probate lawyer whether enough time has passed for you to demand an accounting (on your childrens' behalf) and explain the situation to your children.  This is not a police matter:  you do not even have evidence tending to prove that a crime has been committed.... Read More
Depending on your childrens' ages, the amounts they were left and the terms of the Will, the sums may have been placed in a Uniform Trust for Minors'... Read More
It is difficult to imagine on what grounds you would sue.  As a member of the immediate family you have always been entitled to a death certificate.  All you had to do was apply.
It is difficult to imagine on what grounds you would sue.  As a member of the immediate family you have always been entitled to a death... Read More
The first step is to present the Will to a court for probate (proving that the Will is the Will of the person who died).  If it literally states, "whatever she wants to sell online," that is what it means.  But you may want to consider things which other people might like to remember her by,... Read More
The first step is to present the Will to a court for probate (proving that the Will is the Will of the person who died).  If it literally... Read More

I would like to know my rights/options.

Answered 5 years and a month ago by attorney Terry Lynn Garrett   |   1 Answer
Hire a local probate lawyer to help you apply for a determination of heirship and to determine which property would pass to his wife and which to you.
Hire a local probate lawyer to help you apply for a determination of heirship and to determine which property would pass to his wife and which to you.
That depends on what instructions your father left for his cremains and who he appointed to handle them.
That depends on what instructions your father left for his cremains and who he appointed to handle them.

am i required to file a small estate affidavit and if so how do i obtain one?

Answered 5 years and a month ago by Carol Ann Fauerbach (Unclaimed Profile)   |   2 Answers
If you are a designated beneficiary on the life insurance policy, no small estate affidavit should be required.  The insurance company should provide you with the forms needed to transfer funds to you.  If, however, there is no designated beneficiary, a small estate affidavit would be required if you are the intestate beneficiary or beneficiary of a Will or Trust.  Any probate/trust administration attorney should be able to prepare this affidavit for you.  Since this is a fairly straight-forward document, it should not cost much, and would be an opportunity to speak with an attorney to make sure that there is nothing else you need to do for any other assets that may have been held by the deceased individual.... Read More
If you are a designated beneficiary on the life insurance policy, no small estate affidavit should be required.  The insurance company should... Read More
If you are a co-owner, you have a right to occupancy and a duty to pay the mortgage and other bills.  Please contact a probate lawyer who practices in your county.
If you are a co-owner, you have a right to occupancy and a duty to pay the mortgage and other bills.  Please contact a probate lawyer who... Read More
Write a letter to the court.  The court should appoint a qualified attorney or court investigator to look into this and advise the judge whether some or all of your rights should be restored.
Write a letter to the court.  The court should appoint a qualified attorney or court investigator to look into this and advise the judge whether... Read More

Can a business be gifted money to operate during probate?

Answered 5 years and a month ago by attorney Terry Lynn Garrett   |   1 Answer
It is not clear whether the plan would be to disburse funds from an unrelated person's estate or from the estate oif the business owner (or one of its owners).  In either case, if the Will (1) provides for a bequest to the business and (2) states that distributions can be made immediately and if (3) the executor realizes that s/he is personally liable if there turns out to be insufficient funds to pay the estate's debts, the "gift" can be made.... Read More
It is not clear whether the plan would be to disburse funds from an unrelated person's estate or from the estate oif the business owner (or one of... Read More

what do I need to do a probate

Answered 5 years and a month ago by attorney Terry Lynn Garrett   |   1 Answer
Hire a probate lawyer who practices in the county in which your mother lived and died to help you settle her estate.
Hire a probate lawyer who practices in the county in which your mother lived and died to help you settle her estate.
If your mother died after your great-grandmother, your mother's heirs (you) would generally be entitled to her share. Some wills have a provision that the person has to survive them by a certain number of days, such as 60, or they won't inherit. So if your mother died very shortly after her grandmother, she may or may not inherit, depending on the terms of the will. If your mother died before your great-grandmother, whether or not you're entitled to anything depends on what it says in the will. Many wills give gifts only to grandchildren who survive them.... Read More
If your mother died after your great-grandmother, your mother's heirs (you) would generally be entitled to her share. Some wills have a provision... Read More
After the court appoints someone administrator of the estate, that person can file actions for wrongful detainer (eviction) and conversion (converting his property to hers).  Since she was not authorized to make house payments (once someone is appointed administrator or executor, there can be no foreclosure for six months), whether she can recover them from the estate is an open question.  Making them does not change her status as a squatter if there is no lease.... Read More
After the court appoints someone administrator of the estate, that person can file actions for wrongful detainer (eviction) and conversion... Read More
The handwritten Will may be valid and does not require that the signature be notarized.  If your son had no real property and minimal assets, it is likely that probate would not be required.  You should speak with an attorney to review the will, and to discuss the details of your situation and next steps.... Read More
The handwritten Will may be valid and does not require that the signature be notarized.  If your son had no real property and minimal... Read More
Whether the lawyer found or a court would find the affidavits credible is an open question.  In fact, from your description, the court found the creditor's claim valid and payable. In most states you could file a grievance and it would be reviewed.  Given your description, it is not clear what satisfaction you would get, if any.... Read More
Whether the lawyer found or a court would find the affidavits credible is an open question.  In fact, from your description, the court found the... Read More

Inheritance

Answered 5 years and 2 months ago by David Alan Schechet (Unclaimed Profile)   |   1 Answer
You should have been entitled to a distribution.  A number of questions need to be answered.  How old were you and your siblings? What happened to your parent who was the child of your grandmother?  Was your aunt your guardian?  Of course, there will also need to be a review of the court documents.... Read More
You should have been entitled to a distribution.  A number of questions need to be answered.  How old were you and your siblings? What... Read More
Yes.  Take the Will and a death certificate to a probate attorney who practices in the county in which your mother lived and died and apply to submit the Will for probate (proving that it is the Will of the person who died).  Once the court appoints you executor, you can sue your sister for conversion (converting the property of your mother's estate to her own) and evict your brother and his girlfriend.... Read More
Yes.  Take the Will and a death certificate to a probate attorney who practices in the county in which your mother lived and died and apply to... Read More
Life insurance and 401ks passing to designated beneficiaies pass outside of probate.
Life insurance and 401ks passing to designated beneficiaies pass outside of probate.

Civil/probate

Answered 5 years and 2 months ago by attorney Terry Lynn Garrett   |   1 Answer
You may be better off asking the court to replace him.
You may be better off asking the court to replace him.
Hire a probate lawyer who practices in the county in which your father died to help you probate (prove) his Will and administer his estate.
Hire a probate lawyer who practices in the county in which your father died to help you probate (prove) his Will and administer his estate.
Either of you could seek partition.  If your brother seeks partition and you do not buy him out, the house must be sold and each of you (if you are the only two people on the deed) given half the net proceeds.
Either of you could seek partition.  If your brother seeks partition and you do not buy him out, the house must be sold and each of you (if you... Read More
2011 was 10 years ago.  You are too late.
2011 was 10 years ago.  You are too late.

can I use the DE221 form?

Answered 5 years and 3 months ago by David Alan Schechet (Unclaimed Profile)   |   1 Answer
I think you are in luck.  I would file the DE221 with the court.  The value is the market value of the property; ignore the loan amount.  Please call if you need help.
I think you are in luck.  I would file the DE221 with the court.  The value is the market value of the property; ignore the loan... Read More