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California Estate Planning to Avoid or Minimize Probate

California Estate Planning to Avoid or Minimize Probate

In many cases, probate is required to settle an estate in California. But if you wish to minimize the probate process for your beneficiaries, or perhaps enable them to avoid it altogether, there are several steps you can take.  1. Organize assets and title them...
Preparing for a California Probate Sale of Real Estate

Preparing for a California Probate Sale of Real Estate

No matter how prepared you might be, the task of selling California residential or commercial property to settle an estate can be daunting. As the Executor or Personal Representative of the estate, you face an array of fiduciary responsibilities. Fortunately, you...
The Role of a California Probate Referee

The Role of a California Probate Referee

In California, a probate referee is typically assigned to a probate case to examine the non-cash assets of the estate and appraise their current value. This person may be an attorney or a CPA with relevant training and experience, In some California counties, a...
The Probate Plight of the Surviving Spouse

The Probate Plight of the Surviving Spouse

California is a Community Property state, and that can lead to assumptions about what happens to real estate when one spouse passes away. Much of it has to do with how the property was titled. For example, if two people are married to each other, but only one of them...