Trusts and Estates

Heggstad Petition [California Probate Code 850]

What is a Heggstad Petition? California Probate Code 850, also known as a Heggstad petition, is a judicial proceeding used to avoid costly and time-consuming probate proceedings by petitioning the court to transfer property that should have been titled in the name of a trust (but was not) into said trust after the decedent has … Read More

WIll Requirements California Probate, Trust, Estate Attorney

California Will Requirements

Will Formalities in California While many people die with a will, courts do not enforce every will. Instead, courts enforce only those wills meeting specific legal requirements. Who Can Make a Will? California Probate Code section 6100 delineates that an individual 18 years or older who is of sound mind may make a will. Will … Read More

Trustee Fiduciary Duties Trust Estates Probate Attorney California

Ultimate Guide to Trustee Duties in California

Trustee Duties under California Law for a California Trust A trustee is a fiduciary appointed to fulfill the requirements of a trust. If a trustee does not abide by trust instructions or their legal obligations, probate litigation can be used to suspend, remove, replace, and recover damages from the trustee. Cal. Prob. Code, §16420. The … Read More

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