Real estate is often the most valuable asset in an estate—and one of the most complicated to manage during probate. Whether it’s a family home, a rental property, or land, these assets typically require appraisal, title review, and sometimes court approval before they can be transferred or sold. If multiple heirs are involved, disagreements may arise...
Guardianship plays a critical role in estate distribution when minor children or incapacitated adults are involved. If a parent dies leaving behind underage children, a legal guardian is often appointed to care for the child—and sometimes manage their inheritance. Courts may place assets intended for minors into a guardianship account, which is closely supervised. This can delay access...
When someone dies without a will, heirs often need a legal tool to claim their inheritance. One such tool is an Affidavit of Heirship—a sworn statement used to establish who the rightful heirs are. This document is typically signed by someone familiar with the deceased and their family history. It outlines information such as the decedent’s...
In inheritance law, understanding the difference between community property and separate property is essential—especially in states like California, where community property laws apply. Community property generally includes assets acquired during a marriage. Both spouses legally own this property equally, regardless of whose name is on the title. When one spouse dies, their half of the community property is distributed per...
When someone passes away, they often leave behind more than just assets—debts must also be settled. Common debts include credit cards, mortgages, medical bills, and even personal loans. These obligations are handled by the estate before any distribution to heirs. The executor or administrator is responsible for notifying creditors, verifying claims, and using estate assets to pay valid...
One of the most efficient tools for avoiding probate is life insurance. When set up properly, life insurance can provide immediate financial relief to beneficiaries without the delays and legal fees associated with probate court. Life insurance proceeds are typically paid directly to named beneficiaries, bypassing the estate entirely. This means that as long as the policy...
In California probate cases, a probate referee plays an essential yet often overlooked role. Appointed by the court, this individual is responsible for determining the fair market value of non-cash assets in an estate—such as real estate, jewelry, vehicles, or business interests. The probate referee prepares an inventory and appraisal form that provides the court with an official valuation...
In today’s digital age, it’s not just physical possessions and bank accounts that matter in estate planning—digital assetsplay a crucial role too. Digital assets can include everything from online bank accounts, cryptocurrency wallets, and cloud photo storage to email accounts and even social media profiles. When a person passes away, these digital assets may be...
When you’re waiting on an inheritance, you may consider taking out a loan to cover immediate financial needs. But not all loans are created equal. It’s important to understand the difference between an inheritance advance and a traditional loan. A traditional loan—like a personal loan or home equity loan—is based on your credit score, income, and repayment ability. You...
Losing a loved one is emotionally difficult—and when that loss is followed by the long, drawn-out probate process, the situation can become even more overwhelming, especially if you’re facing pressing financial obligations. Many heirs find themselves in a bind: bills are piling up, but the estate is tied up in probate. Funeral expenses, mortgage payments,...