Can it be done?  Can property be held in trust AND in joint tenancy?  Your lawyer told you it can’t be done, right?  Tell them to review California Civil Code section 683(a). 683. (a) A joint interest is one owned by two or more persons in equal shares, by a title created by a single […]

Review this post for the BEFORE pictures. It was sold in a probate sale.  Here is a picture of the NOW.

OBJECTING TO A NOTICE OF PROPOSED ACTION In a recent blog post I explained what happens in the probate real estate process. That postfocused on how to respond to a notice of proposed action. Now, let’s take it a step further and talk about what happens AFTER YOU OBJECT TO A NOTICE OF PROPOSED ACTION…. […]

How to respond to the Notice of Proposed Action You have received a notice of proposed action in a probate real estate sale… now what do you do?  You have options. Generally the notice says that you have until a date (15 days after the notice is mailed) by which you must object to the […]

I am often asked to help walk a client through a trust certification form. Either for a re-fi on their mortgage or a new bank account. After filling out 25 of those, or more, one year I thought I would post it here to help my readers know exactly what is needed. This is a […]

It sometimes seems that the real estate transfer forms which are required in a California probate do not work together. This is true. There are multiple systems working together and thus problems persist. You have the Courts, the assessor’s office, and the recorder’s office. Let me explain each one: STEP ONE: The Inventory and Appraisal […]

My post the other day with the totally destroyed house here in Sacramento reminded me of another probate house from a few years ago. This one involved an incredible mystery which I will try to get to in the coming days. However, for today I’ll just give you the basic overview and some pictures of […]

The below are actual photos of a home we have in a probate case right now in the Sacramento probate Court. These are not doctored images. The problem here is the Executor of this probate estate died during the administration. We were eventually notified and got a new Executor in place to protect the estate. […]

A key component of the California estate planning process is to FUND YOUR TRUST.  What does that mean exactly? That means taking an active role in transferring your assets to your trust.  At our office we assist with transferring each asset; bank accounts, stock brokerage accounts, life insurance, bonds, stocks, and the list goes on… […]

We will take care of the deed Transfers to NON-California Trusts if you or your client own real property in California.  We will take care of the proper deed format as well as the preliminary change in ownership (a required state form).  We will charge $500 per California property and that includes obtaining the current […]