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Creating a revocable living trust is an important step in comprehensive estate planning. Typically, you will act as the trustee and ensure your assets are
The term “probate” refers to the process by which a deceased individual’s assets are distributed to their heirs or beneficiaries, when the assets do not
An Affidavit of Heirs or Affidavit of Heirship is a sworn statement, given under oath, that identifies the relatives who may be the heirs of
Trustee succession is the process by which a new trustee takes over the role of managing a trust. Trustee succession may occur when a trustee
Sibling inheritance laws and rights are clearly defined in California, and most U.S. states, by probate code intestacy laws. If an individual dies without a
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A life estate is a type of real property interest that grants someone ownership rights for their lifetime or someone else’s lifetime, and grants a
When people pass away, they often leave behind bank accounts, investments accounts, retirement accounts, real property (homes, rental properties, etc.) and other personal assets as
A trustee does not need beneficiary approval to sell trust property. However, a trustee who wants to avoid litigation would be wise to at least