Serving Clients with Probate & Trust Administration Throughout the Northern California East Bay
When a person who has a will dies and the estate is greater than $100,000, probate may be necessary. Estates that are governed by living trusts, and estates consisting of joint tenancy assets or pay-on-death accounts are not subject to probate. The first step is to determine if a probate is necessary.
Our Northern California Probate & Trust Administration Attorney can assist and advise the executor (or personal representative) in all aspects of the probate and trust administration process. Contact us online or call our Walnut Creek office at (925) 464-7437 today to schedule a consultation.
If it has been determined that a probate is necessary, the process typically begins by requesting that the court determine that the will is authentic and that the court appoint the person designated in the will as the estate’s executor. If there is no will, then a petition is filed to request the appointment of an administrator.
The administrator is often referred to as the personal representative or “P.R.” The personal representative’s duties are to marshal the assets, file an inventory, provide notice to predators, pay bills and taxes and, when these tasks are accomplished, to petition the court to close the estate.
Walnut Creek Trust Administration Lawyer Providing Timely and Efficient Services
Our trust administration lawyer, Daniel Leahy, represents trustees and helps them in setting up trusts, including special needs trusts, AB trusts, among other trust vehicles. It is common for people to neglect to appoint a lawyer to administer the trust following the transfer of assets. If the trust is not properly administered, this can lead to trust litigation. From our East Bay Area, California, offices, the Law Offices of Daniel Leahy can serve as an advisor, as well as a trust administrator, on all trust administration and compliance matters.
Contact an Experienced Contra Costa County Estate, Trust & Probate Law Firm
Our Estate, Trust & Probate law firm offers free initial consultations. To schedule time with Attorney Daniel Leahy, please fill out our secure online form or call (925) 464-7437 today.
Daniel Leahy, Esq., serves clients throughout Contra Costa County and the Northern California East Bay, including the cities of Walnut Creek.