BLOG

Starting probate without meeting your attorney in person

You are looking at starting probate without meeting your attorney in person. Can this really be done?  YES!  We do this all the time.  Some simple reasons why this is so: I have clients that live all around the country, and even the world, who lost a loved one in California. Most of my clients […]

Read More

Options when your court date is WAY out

What can you do when your California probate court date is way out?  By WAY OUT I mean way out in the future.  Let me backtrack a little first…. In the old days, when I was a young attorney, court dates were often given 4 weeks out from the date you filed your petition. Back […]

Read More

The Covid crisis is not over yet in California

A lot of us were thinking it was heading in the right direction, right?  We had flattened the curve, right?  The death rate was going down, right?  Unfortunately it seems that once we opened stuff up the numbers started going back up!  As a California probate attorney my focus, especially here in my blog, is […]

Read More

Sacramento Probate Court ZOOM forms

This post is about the Sacramento Probate Court Zoom Forms. In the wake of the Covid crisis we have yet another mandatory use form… at least here in Sacramento Superior Court – Family Law Division – Probate – Department 129. Actually there are three forms. You can get them on the court website and I […]

Read More

California Court Update – Coronavirus Crisis 2020

I have told you before that OneLegal has great court updates. Here’s their latest. I encourage you to check their website for the latest and certainly reach out to them if you need help with E-filings. Here was there summary of the top changes but again check their website for more info.   -John Palley Top […]

Read More

Filing a Covid probate case in Placer County California

Today I personally filed a Covid probate case here in my home county of Placer county. That is at the Courthouse here in Roseville.   I thought a lot of you would be interested in my filing a Covid probate case in Placer County California. I want to get through the specific details of how a […]

Read More

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 […]

Read More

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 […]

Read More

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 […]

Read More

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 […]

Read More
Call Now ButtonCall Us Today