Law Offices of Roshni T. Desai
Long-term Planning For Orange County
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probate & estate administration Archives

Probating estates step by step

When a loved one dies, family members feel the weight of the loss in many ways, not the least of which is the emptiness in the home they once shared. Memories abound even months later when movers await. Estate executors oversee the process as family members decide on what to distribute, what to give away and what to sell. The process is not easy, but in California, the Law Offices of Roshni T. Desai has assisted many families in making probate proceedings more straightforward.

Mistakes commonly made in estate administration

If you are an executor over a California estate, you may feel pressure to cover all necessary steps, and you may, too, have concerns about whether you are doing everything the job entails correctly. Making mistakes in an executor role can prove extremely costly, and the decisions you make and the steps you do and do not take can have serious and considerable financial and tax implications. At the Law Offices of Roshni T. Desai, we have a firm understanding of the duties required of an executor, and we have helped many people in estate planning roles take necessary steps to protect their loved ones.

What does the probate process typically entail?

If a California loved one ever names you as an executor over his or her estate, you may find yourself involved in the probate process, which is a common, yet often-misunderstood, aspect of estate planning. Essentially, probate refers to the court-supervised process of proving the accuracy of a will, and there are typically a number of different steps involved in the procedure.

What are some good reasons to avoid probate?

In a recent post on our blog, we discussed how probate court is a normal aspect of the estate administration process, and why it does not always mean something bad. However, there is another side to probate that you and other California residents may find unpleasant. This usually occurs when there is an estate dispute.

Why you do not necessarily have to worry about probate

For many California residents who are dealing with estate planning issues, “probate” almost seems like a bad word. At the Law Offices of Roshni T. Desai, many of our clients are concerned about avoiding the problems surrounding the probate process. Whether you are writing your will or trust for your loved ones or sorting out the estate of a relative who has recently passed away, it can help to understand what exactly probate entails.

When should you call your attorney for estate matters?

California residents who are going through estate or probate-related issues for the first time will likely need a lot of guidance. These fields are both packed with tons of legal terminology and red tape, and one wrong move can end up costing you a lot of time or money. But when should you reach out for the help of a lawyer?

What should a beneficiary expect from their role?

Beneficiaries in California may have a lot to learn about their role and responsibilities, depending on whether or not they've been in the position of a beneficiary before. This position does come with certain expectations, however. These expectations can only be determined through careful examination of the exact details of your role as beneficiary and what it means for you.

Responsibilities of an estate administrator

Estate administrators in California have many responsibilities on their shoulders. It's also up to them to accomplish a number of different role-specific tasks. These duties and responsibilities can last for years, and are integral to the estate management after a loved one has passed away.

How can a will or trust prevent family conflicts?

Family and money don't mix, which is why more people are recognizing the importance of estate planning, and in California, this is twice as imperative. In order to ensure that one's final wishes are properly carried out, seeking the advice of an experienced lawyer can make a real difference. Taking these steps can also avoid creating situations where a dispute over an estate breaks out amongst family members.