Tag Archives: probate

What to Expect When You See a Lawyer About Estate Planning (Part Two)


What Happens in the Estate Planning Process After the Initial Consultation. Different lawyers conduct estate planning in different ways.  Part One of this post topic explored the initial consultation. This post discusses what happens after that consultation. The basic phases … Continue reading

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What to Expect When You See a Lawyer About Estate Planning (Part One)


What Happens When You See a Lawyer About Estate Planning? The basic phases of estate plan creation are: initial consultation; information gathering and planning; drafting; review; and signing. Afterward, there are funding steps and there should be ongoing review and … Continue reading

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What I Love About Estate Planning


Estate planning is my favorite area of law.  I’ve been a lawyer for more than twenty years and have practiced in several areas of law, including trial work, divorce, public agency law, real estate, business formation, transactions, and appeals. I … Continue reading

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How Much Does a Probate Cost?


California Probate is Very Expensive. The expense of a California Probate depends  upon three considerations: costs, compensation, and contests. Court Costs and Fees. The first component, “costs,” means expenses charged by third parties, such as court fees, publication costs, court … Continue reading

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What is the difference between a Will and a Trust?


There are many differences between a Will and a Trust,  but the most basic differences are: (1) A Will only takes effect when you die, but a Trust can be operative during your lifetime and/or after your death. (2) Property … Continue reading

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Why Do I Need a Will If I Have a Trust?


Having a Will even if you have a Trust is like having a safety net.  It is very common for people to accidentally leave something out of their Trust. A good example is the home. People buy a new home, … Continue reading

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What Does a Last Will & Testament Do?


A Last Will & Testament  can be used to nominate a guardian for minors; appoint an executor to handle your final affairs; and direct final disposition of your assets. Most people know what a Will is, but many are confused … Continue reading

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What is Probate Court?


Probate is a division of the County Superior Court.  The court system in California begins with county level “trial courts.” These are the courts most familiar to people. This is where trials occur, jury service is performed, divorces are granted, … Continue reading

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What is a “conservator” or a “conservatorship”?


Conservatorship is like a guardianship, but it only applies to adults. Like a guardian, a conservator is given legal authority over another person. With adults, this only occurs when the person has become incapacitated and is no longer able to … Continue reading

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