Estate Planning & Probate Resources

We hope you find the below resources helpful. For legal advice or representation for your particular case, please contact us here.

DO I NEED ESTATE PLANNING?

What is estate planning? What is involved, and who needs it?

What taxes will apply to an inheritance? 

Does it matter how I hold title to the property?

DO I NEED A WILL?

What is a will, and who needs one?

Can I change or revoke my will?

How are the provisions of a will carried out? 

PETITION TO DETERMINE INTERNAL AFFAIRS OF A TRUST

What remedies do beneficiaries have if a trustee is not properly carrying out his responsibilities under a trust?

What are valid subjects for a probate petition concerning a trust? 

WILLS

What are the requirements for a legal will in the state of California?

How does the will have to be executed - how many witnesses are required, and who can they be? 

What happens if a will doesn't meet the statutory requirements? 

DO I NEED A LIVING TRUST? 

What is a living trust?

What can a living trust do for me?

Will a living trust affect my taxes?