Tag: probate

Living Trust, Estate Planning, Probate

Posted on 12/30/14 No Comments

Recently I made the decision to advertise on #knzramfm in #bakersfield. As I was waiting to meet with my representative I met a lady in the waiting room. We got to talking and after I mentioned what I did, she began to tell me a story about her situation. Basically what happened is her husband recently passed away and they didn’t have a will or a #livingtrust. This was their second marriage for both of them and he had kids from his previous relationship.

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Living Trust/Estate Planning – Opposite Sex Couple

Posted on 12/08/14 No Comments

Subject: #LivingTrust, #EstatePlanning :

A couple came into the #sanluisobispo office and inquired about a Living Trusts and Estate Planning. Apparently, they had already visited my competition and were essentially comparing services. It appeared that they had quite a few questions written down on several sheets of paper, so I agreed to attempt to answer whatever questions they had and to hopefully earn their business. To start off, this couple is not married and is not domestic partners according to the laws of the State of California.

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How a Power of Attorney turns into Guardianship and Probate

Posted on 11/13/14 No Comments

A previous Power of Attorney customer of ours experienced a sudden death in her family; her sister passed away and left a 6 year old son behind. So, she is going to be petitioning the court for a guardianship of her nephew. Plus, there will be a simple probate for the sister’s estate, which is not that large.

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Probate, Will, Intestate

Posted on 11/12/14 No Comments

When someone passed away without a Will, the die intestate. If the deceased owned a home or significant assets and all the legal heirs are in agreement, a simple Probate can be prepared and processed with the Court without using an attorney. Our service fee is $3600, but that is reasonable compared to what attorney can charge. Plus, we offer a payment arrangement if necessary. Lastly, there are additional file fees and processing fees that are over and above our service fees, which we go into detail so there are no surprises. If you have questions, please feel free to contact us or visit one of our offices in Paso Robles, San Luis Obispo, Arroyo Grande, Santa Maria or Bakersfield. #probate #wehelpyoulegal

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Probate and Living Trust

Posted on 11/05/14 No Comments

Two recent customer experiences caused me to write this post.

Experience 1: Customer contacted me at my Arroyo Grande, CA office and stated his brother has just passed away. It is a simple probate matter. There are two surviving brothers and a surviving mother. The deceased was not married and did not have children. What I learned was that the deceased was killed by a driver that was under the influence of drugs and had a criminal record. Nevertheless, the deceased owned two houses and a 1/4 of a liqueur store. Even though his two surviving brothers are in complete agreement and the surviving mother is going to assign her interest in the assets to the sons, this agreeable matter could have been completely avoided had the deceased had a living trust. Luckily, the surviving brothers have enough assets to probate the matter, but have to wait about 2 months for an order and letters to be issued to have full access to the assets. Both surviving brothers have assets and families and are planning on having living trusts/estate plans prepared to protect their families. I share this story to encourage people to get their affairs in order, as it is not that expensive and can protect your family and give peace of mind. #wehelpyoulegal NOTE: There are services online, such as #legalzoom provide a similar service to ours, but we are able to provide that personal service that is especially important during this type of matter. https://www.facebook.com/wehelpyoulegal

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California Probate – San Luis Obispo, Paso Robles, Arroyo Grande, Los Osos, Santa Maria and Atascadero

Posted on 08/22/11 No Comments

Probate is easy to avoid if you pay attention to what you own and how you own it. But not taking the time to avoid probate can result in a costly, time-consuming, and frustrating experience for your family. This webpage provides details about probate in California.

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