Category: Estate Administration

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Key Takeaways Introduction Estate planning is a vital process for protecting your assets and ensuring your children and heirs have access to a respectable [...]

Key Takeaways Introduction Estate planning is a vital process for protecting your assets and ensuring your children and heirs have access to a respectable […]

Key Takeaways Introduction Real estate property is often one of the most valuable assets administered during probate—these may include a primary residence, vacation home, [...]

Key Takeaways Introduction Real estate property is often one of the most valuable assets administered during probate—these may include a primary residence, vacation home, […]

elderly couple reviewing documents
Updated on: 10/21/2025

Key Takeaways Introduction  A successor trustee is an individual who takes over the administration of an estate from the originally identified trustee after they [...]

Key Takeaways Introduction  A successor trustee is an individual who takes over the administration of an estate from the originally identified trustee after they […]

legal consultation with documents
Updated on: 10/22/2025

Key Takeaways Introduction Probate is a complex process that involves managing a deceased person’s assets and distributing them from their estate to identified beneficiaries. [...]

Key Takeaways Introduction Probate is a complex process that involves managing a deceased person’s assets and distributing them from their estate to identified beneficiaries. […]

Updated on: 10/22/2025

Executive Summary  Introduction Executors are an integral part of the probate process, as they ensure that estate assets are distributed to beneficiaries and that [...]

Executive Summary  Introduction Executors are an integral part of the probate process, as they ensure that estate assets are distributed to beneficiaries and that […]

Ancillary probate administration photo
Updated on: 10/21/2025

Executive summary Introduction  California passed Assembly Bill 2016 (AB-2016) in September 2024 to take effect in April 2025, and it features several new implications [...]

Executive summary Introduction  California passed Assembly Bill 2016 (AB-2016) in September 2024 to take effect in April 2025, and it features several new implications […]

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