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Probate for people who died after moving from California

I don’t think I am telling you anything you don’t already know.  People are moving out of California.  This post is not about that phenomenon or the political ramifications or reasons.  This post is focused on what do you do if a loved one moved out of California and then died.  So let’s talk about […]

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Where to file probate for a California bank account?

The question of where to file probate for a California bank account, when the person who died lived in another state or country, brings into play what are called the ancillary probate rules.  Ancillary probate essentially means there are assets in two “states” and by state that could include a foreign nation. In cases where […]

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Why are many attorneys so slow?

I ask the question why are many attorneys so slow but really the question for today is why are some California probate attorneys so slow… and the converse… why are we SO EFFICIENT? I have heard countless times over the year compliments such as: “you are so efficient” “you always get back to me so […]

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Ancillary probate and property taxes in California

I selected the topic of Ancillary probate and property taxes in California because it’s a common discussion in my office and much more so since the passage of Prop 19 in California.  Prop 19 ripped the heart out of the parent to child transfer laws in California.  The old rules made it relatively easy for […]

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House appreciation and probate costs

Many people are unsure and unaware how attorney fees and court costs work in a California probate case.  With amazing house appreciation the last 10 years I wanted to talk a little bit about how house appreciation and probate costs work. This came to mind as I am working on a new matter where the […]

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Twenty-four things dying people wished they had done differently

Twenty-four things dying people wished they had done differently are listed below.  What about you?  Are you living your best life?  Are you saving money to benefit your kids in the future?  Will your kids have to go through probate?  Focus on what really matters! . I wish I had the courage to just be […]

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How do you lodge a will in a California probate?

People are often confused on this one. How do you lodge a will in a California probate?  Many people, over the years, have asked if you file the will with the county clerk or with the county recorder. The correct answer is you lodge a will with the California Superior Court in the county of […]

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California small estate probate – NEW FORM DE-300

As of April 1, 2022 (and no this is not an April Fools joke) the small estate limits have been changed in California. They have been increased FOR DEATHS OCCURING ON OR AFTER APRIL 1, 2022. The limits for death prior to April 1, 2022 remain the same. The new limit for small estate affidavits […]

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How long does a California probate take in 2022?

I decided to post this question as it’s been too long since I posted something new on here. I had been waiting to post Fixing or amending a California probate court order part 2 but that case is on the slow track due to the courts being so impacted because of Covid (or whatever their […]

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Fixing or amending a California probate court order part 1

I recently got to diagnose a new case that I thought would really speak to some of my readers. A potential client (we’ll call him Mr. P) called me about a case where his wife had died and he believed he was inheriting a property as her will left him everything she had. Certainly everything […]

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