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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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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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California Probate DIY – what can possibly go wrong?

Let’s be honest some people are just DIYers and some people want it done for them. There is no judgement one way or the other.  My law firm provides extremely competent, full service, legal services. That’s what we do.  Therefore my post is about full service legal services and, in particular, the problems that can […]

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Filing the Original Will with a California probate court

I spoke recently to a potential new client who lives in the great state of Texas. Her daughter died here in California, with assets exceeding $150,000, and thus she needs to start a probate. This is the type of case I specialize in. I deal with dozens of such cases each year where my client […]

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Crazy Long Probate Court Continuances

Today is Monday February 25, 2019. We had a probate hearing on calendar in a county in California. I am not trying to throw any specific Court under the bus so let’s just say a county somewhere south of Oregon and north of the Mexican border. We had taken over the probate from another attorney […]

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Suze Orman or other form trusts MIGHT work ok

I got a new case recently where the person who died had a Suze Orman will and trust. Let’s just say, in legal terms, it’s all messed up! Before I go on let me make clear that Suze has a well deserved reputation as a financial guru. She has helped millions of people get their […]

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Mailing list removal for deceased

We lost my mom back in March of 2016 and I still get a lot of mail for her. My favorite is from AAA which says, on the envelope “WE WANT YOU BACK.” We get a chuckle, though a sad one, each time we receive that junk mail.  The mail continues.  Macy’s loves to send […]

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Big delays in California probate courts

Even if you have the best California probate attorney you can get a bad court date. In most cases there are two court dates given. One at the beginning when you file the Petition for Probate or Petition for Letters Testamentary or Petition for Letters of Administration. The second date is at the end of […]

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Why don’t attorneys return my call?

It has been said to me by many a client, “it is truly a breath of fresh air how fast you reply to emails and phone calls… thank you.” They often then say something like other attorneys don’t even call them back to schedule an initial appointment or call them back once they are the […]

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Stuff happens… so finish your estate plan

Every year it happens. Every year I get to the end of the year and am amazed that some people I met with months ago have not finished their estate plans yet. People who have had rough drafts mailed to them long ago. People who have been reminded that they should get it done.  People […]

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