How to Handle Retirement Assets When Administering an Estate
Administering an estate may involve the handling of retirement assets. It is important to know what information you need to distribute the asset.
Understanding How the Role of a Trustee Differs From the Role of an Executor
Executors and trustees have two different roles that each has their own duties and responsibilities. These positions differ in several ways.
Am I required to hire a Probate Referee during a San Diego probate administration?
During the California probate administration process, you may need to use the services of a Probate Referee. This individual appraises the property in the estate.
Your Loved Ones Will was deposited with the Probate Court. How do you get access to it?
Finding your loved one’s will is a vital first step in the process of administering an estate in California. Fortunately, since anyone holding a will is required to file it with the probate court within 30 days of the passing of the deceased, you may be able to locate the will by searching on the San Diego Superior Court website.
You Need an Attorney Regardless: Executor vs. Trustee
Serving as a San Diego executor vs. a trustee does not diminish the importance of having an experienced attorney in your corner. View here for more.