Creating a will or a trust is a serious matter, and choosing who you appoint to carry out your wishes (the fiduciary) is the most important estate planning decision you’ll make. When you create a will or a trust, you appoint executors, guardians, and trustees, known collectively as fiduciaries. A fiduciary performs specific duties, such […]

In order to understand what a joint will is, it’s essential to start with what a will is. A will is a legal document that sets out how you would like all of your assets and liabilities treated after you pass. It can also create a trust and name a guardian for minor children. A […]

A Last Will and Testament is one of the best ways to protect your legacy. Also known simply as a will, this legal document allows you to control what happens to your property when you die. Even if you have a trust a will is still necessary to provide for a “personal representative” with powers […]

During estate planning or when you write a will, you can grant a person (fiduciary) certain responsibilities – an executor, trustees, and guardians are all examples. Fiduciaries have a significant role in the management of your estate. As such, it is important that these roles be filled by people who can manage their responsibilities so […]

Probate is when a will or other form of last testament is fulfilled and assets are appropriately passed from the deceased to their heirs. The will/ last testament ideally clearly dictates who amongst the living is inheriting which items/assets the deceased owned. More simply, it means passing belongings once the person is passed. However, there […]

To contest a will, whether you live in California or outside the Golden State, simply means that you are legally checking to see if the will is valid. If you live outside of California you must file your contest in California. The legal relationship is between California law and the Estate. An outside state will […]