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Probate Legal Advice Oakland, CA

Probate & Trust Administration

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Working Through the Probate Process in California

Grieving the loss of a loved one is never easy. However, if you are also in charge of probating his or her estate, you may feel overwhelmed by the additional responsibilities. When a person dies, all assets that they own must be transferred to their heirs and beneficiaries. This process, called probate, can be time consuming and confusing.

Also, and, unfortunately, the presence of money and other valuable assets that need to be divided can disrupt relationships and change family dynamics. Affable family members you have known your whole life may suddenly become more difficult to work with. Working with an experienced lawyer can help ensure the process moves forward as it is supposed to.

Probating an estate

An “estate” is any body of money that is defined, so you can have a probate estate, a trust estate, a conservatorship estate, a guardianship estate. Probating someone’s estate is required when someone dies having property titled in their name, whether they have a will or not. When someone dies and all of their property actually is titled in the name of a trust, you don’t need to probate the estate, but the successor trustee has formal requirements they should follow when the settlor of the trust dies.

Bringing over 20 years of legal experience to my firm – The Law Offices of Marilyn E. Minger – I am able to offer clients in Oakland and throughout the San Francisco Bay Area the representation they need to probate an estate.

Representation For Out-Of-Town Relatives– understand the options you have to protect your interests.

In this day and age, it is common for family members to be spread far and wide, across the state and country. If a person was a resident of California and died in California, generally their estate must be probated in California. I represent clients who live out of town and need to probate the estate of someone who lived and died in California, and also out of town clients who may be an heir or a beneficiary of an estate in Northern California who feel that their interests need to be protected by having their own attorney monitor the probate process.

I can effectively represent clients who do not live in the area and minimize their need to travel to Northern California during the course of the probate.

Conservatorships And Guardianships – making choices that are in the best interest of everyone involved.

Many family members feel like they have an obligation to take care of the other members of the family. If someone is incapable of taking care of themselves, either physically or financially, establishing a guardianship or conservatorship may be necessary. When I work with clients, I help them make choices that are in the best interest of everyone involved. This can be emotionally draining work for the client, and I offer legal counsel and support throughout the process.

Trust Administration– legal obligations that you must undertake.

When you become the successor trustee of a trust that becomes irrevocable upon the death of the last settlor, you have certain legal obligations that you must undertake. Understanding and undertaking those obligations at the time they are owed is much more cost-effective than explaining late why they were not taken.

Personal Service From a Cost-Effective Experienced Attorney

I help clients throughout Oakland and the entire San Francisco Bay Area resolve bankruptcy, probate & estate matters.