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CALIFORNIA PROBATE BOOK 2 – Chapter 1 – Introduction to probate law

Chapter 1 – Introduction to probate law I am a highly experienced probate attorney. At the time of writing this book I have probably completed over 1,000 probate cases… if not more and sat through literally thousands of probate court hearings for other people’s cases while I have waited for mine to be heard in […]

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CALIFORNIA PROBATE BOOK 2 – Introduction

Again, I am sharing my second probate book, one chapter at a time, as I am never going to publish it… or at least no time soon. So here you go. Also, remember my first book is available on Amazon or I can send you a pdf copy if you email me. TITLE: How to […]

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California Probate Book 2 – Author Bio

I wrote my first book on the California probate process four years ago. You can pick it up on Amazon or email me for a free PDF copy. I have written part of an improved second book on California probate but I don’t think I am ever going to finish it. So I have decided […]

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Estate planning risk, compliance and COVID-19

Some people might see the title here and think this is an odd title: Estate planning risk, compliance and COVID-19. However, issues like compliance go with estate planning just like they do anything else.  My oldest friend is a consultant in the energy industry for Deloitte & Touche LLP.  Actually, Howard Friedman’s official title is […]

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Efficiency even when sheltering in place – Coronavirus 2020

Efficiency in probate filing even when sheltering in place. That’s what I do! I have been a California probate attorney for over 25 years.  My practice is focused and completely dedicated to California probates ONLY.  Because of this I continue to refine my system so I can be more efficient.  The Covid-19/Coronavirus global pandemic has […]

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COVID-19 and Coronavirus – financial issues and impact

I got an email from Allworth Financial this morning that linked to a great new resource page on their website. On their website they have a great page dedicated to the financial implications of COVID-19. I am calling this the financial issues and impact caused by COVID-19 and Coronavirus. I encourage you to check out […]

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Why should I not hire the cheapest probate attorney?

Ok, maybe nobody uses the exact words “Why should I not hire the cheapest probate attorney?”  However, I think it’s human nature to try to save a few bucks.  I like to get a deal just like the next guy.  On the other hand I know when I get what I pay for. I am […]

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Placer County Probate Court E-Filing

This is great news for us attorneys who practice regularly in the Placer County probate court. In fact, my office is in Roseville, CA which, of course, is in Western Placer County. This email was sent to me as a member of the Placer County Bar Association. I wanted to share with all of you […]

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Coronavirus and the California probate court UPDATE

We posted last week how things are changing by the day and how each court is doing things differently. There are a lot of California court closures.  I will not summarize all here as one of the document filing companies (One Legal), who we use, has put a nice summary on their website. Here is […]

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How does a Zoom meeting work to discuss estate law?

Zoom, Skype, Facetime all work great and these words have become extremely common in our everyday discussions since the COVID-19/Coronavirus crisis. So how does a Zoom meeting work to discuss estate law?  Why is Zoom beneficial? Is it easy to use?  If you are our typical 83 year old couple doing estate planning can you […]

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