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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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Make sure you get a California Probate COURT attorney

A lot of attorneys call themselves a “probate attorney.”  My question to you is: do you want a “probate attorney” or a “probate court attorney?”  My suggestion is you make sure you get a California Probate COURT attorney. I’ll tell you the difference and why it matters. At the time of writing this post I […]

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Make sure you are on official IRS webpage when applying for EIN or TIN

Make sure you are on official IRS webpage when applying for EIN or TIN! I was trading emails with a probate client today and he said he was going to apply for a tin (tax identification number) and showed me the link. I reminded him that we are happy to take care of it for […]

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Funeral Reimbursement for Covid deaths?

I saw this article and knew my readers would be interested. We have had several Covid-19 or Coronavirus deaths in our office in the past year. As a lawyer who is 100% focused on probate court cases, or death cases, I have seen more than my fair share. This could be a resource for those […]

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Spousal Property Petitions and LOCAL RULES

We have discussed California Spousal Property Petitions (SPPs) before. As a refresher an SPP is an abbreviated probate procedure used to clear title to property when a spouse dies. It doesn’t work in all cases but it works in many where one spouse dies and there is a surviving spouse. It works for both community […]

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New Years Resolution: Avoid Probate Court When I Die

You probably aren’t the only person with the New Years Resolution to Avoid Probate Court When you Die.  It’s pretty standard for organized adults to want to provide for their loved ones when they die and they want to do it in the most efficient manner possible. The most efficient manner possible is to avoid […]

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Forging a will in California probate

Sadly forging a will in California probate and other probate court fraud does happen. No, I do not know of any specific situations but it happens. Sadly, the laws are sort of loose. For example, did you know you don’t need a death certificate to file for probate? Why is that?  It seems to me […]

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90 day extensions and reverse mortgages in California probate

The concept of the 90 day extensions and reverse mortgages in California probate is a common issue we deal with in our office.  As you likely know, if you are reading this blog post, a reverse mortgage is a way for a senior to borrow money against the equity in their home and not pay […]

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What is a letter of intent with a reverse mortgage?

What is a letter of intent with a reverse mortgage? I am asked this a lot as I run a statewide California probate law practice. A person has died, they had a reverse mortgage, and the reverse mortgage company has asked for a letter of intent. What should you do? First of all it’s important […]

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California Purchase Agreement Probate Addendum

The Purchase Agreement Probate Addendum (form-PAPA) is a relatively new form. I believe it was released for use in the middle of 2019.  A draft copy is available to see on the California Association of Realtors website here.  You can purchase a copy there as well even if you are not a licensed Realtor or […]

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