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Flat Fee Probate Court Attorneys

Ethics are important to us and thus our hourly fee time is carefully noted in our time keeper program. However, some clients just do not like hourly fee arrangements. They want to know exactly how much they are going to spend.  We have heard the request many times and now we can offer FLAT FEE […]

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California Probate Form DE-147 Duties and Liabilities of Personal Representative

California Probate Form DE-147 Duties and Liabilities of Personal Representative is an essential form needed to get Letters issued.  In it the purported PR agrees to a number of things that relate to the fiduciary duty that the Administrator/Executor will be accepting. This includes the need to insure property, care for property, and other things […]

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California Probate Form DE-140 Order for Probate

California Probate Form DE-140 Order for Probate is a crucial form in the California probate process.  It is a California Judicial Council form of course.  It is THE form that the Judge signs to officially state when you become the Administrator or Executor (collectively the Personal Representative) of the estate.  The form provides if you […]

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Trust Funding is critical

A lot of people create a basic estate plan. They have a will, trust, power of attorney for finance, medical directive, general transfer, certified extract and in some cases other documents too.  In some cases they take great care to plan their trust out. They think about who should be the trustees. They think about […]

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2012 Gift Tax Exemption – MAKE GIFTS NOW!

This blog post is a modification of a letter I sent to an actual client recently. I have generically made it available to all high net worth families here. Of course if you want me to review your estate, or your loved one’s estate, let’s talk about YOUR options personally! Dear Sample High Net Worth […]

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Whitney Houston’s Will in Probate

It seems that every celebrity that dies has a messed up estate plan or, worse, NO ESTATE PLAN! What’s up with that?  I just saw this great article on Forbes.com about Whitney Houston’s will. I encourage you to read it.  Very sad death and sounds like it will be a sad probate, after death.  Here’s […]

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Use that GIFT Exemption NOW

The current federal gift tax exemption amount is $5.12m.  It truly is a gift. I had the pleasure of speaking about this topic to a group of high net worth individuals at Granite Bay Country Club last night. The current federal gift exemption is unprecedented and it’s set to expire December 31, 2012. Our office does a […]

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California Probate Form DE-135 Proof of Holographic Instrument

California Probate Form DE-135 Proof of Holographic Instrument is used when there is a handwritten will in a probate. That is, when someone is trying to have a handwritten will admitted to probate in California so that letters testamentary or letters of administration can issue.  The form can be filled out by anyone who is […]

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California Probate Form – DE-131 Proof of Subscribing Witness

California Probate Form – DE-131 Proof of Subscribing Witness is the form to use when a will is not “self proving.”  How do you know if a will is self-proving? You look at the witness section which is typically at the end of a will.  If it has language like this it is self-proving and […]

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Multiple Party Bank Accounts in California

In California a joint bank account, or “multiple party account,” is presumed to belong to the surviving account holder. See California probate code 5302(a) which reads, in part, “…(a) Sums remaining on deposit at the death of a party to a joint account belong to the surviving party or parties as against the estate of the decedent […]

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