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This section will give you some general information to help you understand what your choices may be,but we still encourage you to talk to a lawyer to get specific answers about your situation The executor really cannot do things not approved by the probate court or the probate code San Diego Probate Law This is called a “fiduciary duty”.
Until the property goes to the right beneficiary,you are responsible for managing it in everyone’s best interests Step 4: Identify and generate an inventory of the decedent’s property San Diego Probate Law You must always stay informed of your responsibilities,keep good records,and communicate with everyone involved.
Steve Bliss Law The problems with Conservatorships and Guardianships are that they are so heavily regulated that it can be difficult and time consuming to manage and can get very expensive as well.
A key component of estate planning involves protecting your assets for heirs and your charitable legacy by minimizing expenses,and covering estate taxes while still meeting your goals San Diego Probate Law

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A primary goal for many estate plans is to protect and provide for loved ones and their future needs.

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A revocable living trust is created for the purpose of preventing probate procedures.
A health care power of attorney designates someone you trust to make decisions regarding your health care in the event you are mentally or physically unable to make decisions for yourself San Diego Probate Attorney San Diego probate lawyer

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During this period,the assets are subject to court supervision San Diego Probate Attorney probate attorney You will need to carefully identify all of the decedent’s property,everything they owned.
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The personal representative should obtain a certified copy of the Letters Testamentary so that he or she can demonstrate the necessary legal authority to handle the estate You can find the full list in Probate Code ~8461External link icon As you may imagine,the surviving spouse or legal domestic partner is at the top of the list,with children as the second category,grandchildren as the third,and so on San Diego Probate Lawyer Understanding what to expect from the first probate hearing can help relieve stress associated with the probate process and allow litigants to focus on the other,more important issues associated with saying goodbye to a loved friend or family member.


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If there’s enough money to pay legitimate debts (for example,final income taxes,expenses of the last illness,and funeral costs),with some left over for beneficiaries under the will or state law,you won’t have to figure out which debts to pay Steve Bliss Law ( +1 (858) 278-2800 ).
It is not always straightforward to figure out who heirs or beneficiaries are Even if there is a will,maybe it was not up to date and the new spouse was not included or the will was not changed after a divorce,or a beneficiary named in the will already died,and many other situations San Diego Probate Law 3914 Murphy Canyon Rd Suite A202,San Diego,CA 92123.
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The Law Firm of Steven F.Bliss Esq.San Diego probate attorney Their “estate” is the property they owned when they died.
In most states,these include streamlined “summary probate” and an entirely out-of-court process that requires presenting a simple sworn statement (affidavit) to the person or institution holding the asset San Diego Probate Lawyer (858) 278-2800.
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A living trust does not go through the probate process upon a person’s death,which can mean a faster distribution of assets to beneficiaries with no additional costs Steve Bliss Law San Diego probate attorney The responsibility of the Probate court is to protect these individuals and their assets.

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Accordingly,any of these people or the representatives may choose to appear at the probate hearing San Diego probate law probate lawyer A fiduciary can be an individual or organization that you trust would act in your benefit when you need aid.
Not all executors,however,need to turn a probate court proceeding over to a lawyer or even hire a lawyer for limited advice If the estate that you’re handling and doesn’t contain unusual assets and isn’t too large,you may be able to get by just fine without a lawyer’s help San Diego Probate Lawyer

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San Diego Probate Law If you read the conventional advice for executors,the first step is usually “hire a lawyer”.
San Diego Probate Attorney Make sure you are doing all you need as estate representative to take care of the estate and help make sure it gets distributed correctly.
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These will allow the personal representative to carry out his or her duties in probating the estate San Diego probate attorney 3914 Murphy Canyon Rd Suite A202,San Diego,CA 92123.