My uncle passed just after new years 2023. in 2021 he did a hand written will which he had 2 people witness and sign. He stated that all his property was to go to his nephew. The only thing that needs to be addressed is the mobile home they both lived in, his nephew does not want to sell, there... View More
I believe mobile homes are exempt from the normal probate rules and dollar limits. If you see California Health and Safety Section 18102 you can see the small estate rules. A small estate affidavit should work. If the pad is owned that will be a further issue as that will require some type of...View More
No. The bank does not have to give you access just because you are next of kin. Is there a will? Is there a trust? Is there a POD or joint owner on the account? All of those things will be considered. If you are the next of kin and there is no will or trust and there is no joint owner or POD then...View More
I am sorry for your loss. To claim an inheritance the procedures are different depending on who has the asset, what kind of asset and how title is held among other questions. I encourage you to contact a focused California probate attorney for more info. Good luck.
My father died on Wednesday and we are two children but my father left everything to her (she is 100% beneficiary). So how does she now petition the court to add me which she wants to do to make it a 50/50 split. How exactly do we do this? Do we need a lawyer? It is a simple trust with only a... View More
A full probate is required. There is no getting around it with values like that. The threshold to avoid probate is $166,500 in gross value of all assets subject to probate. This estate is clearly well above that so a full probate is required. We can get you initial documents tomorrow and get...View More
OMy aunt help me do all the paperwork and she said because it proposition 13 I don’t need to go through probate because there isn’t anything else. I filled out all the paperwork that was required I had them notarized I sent the death and birth certificates along with it everything the parent... View More
My father passed about 5 years ago without leaving a will. My brother and I hired an attorney several months later to handle probate. If I understand the laws of California correctly it would mean that the additional properties my father owned upon passing should have been divided among his spouse... View More
You should most definitely talk to a new attorney. Find a highly experienced California probate attorney. It seems odd to keep a duplex vacant during probate. I would rent it out. Probate should take a year or less unless there are some unique factors/reasons for keeping probate open. Typically...View More
The key is getting started! Get that ball rolling by filing the initial petition. We usually have the initial documents ready the same day and can be on file in most counties in California within two business days. Feel free to reach out if you want to discuss the particulars.
The PR only has limited authority under the IAEA or they would have handled this another way but both heirs agree that one of them ( heir A) will take ownership of the vehicle and will pay the other ( heir B) half of it’s value once sale of the family home has been completed. The family home is... View More
There is not a set order among the kids. Yes another child can contest one of their siblings doing it and then that sibling should also file a competing petition for them or another sibling to serve as the administrator. That would create the contest or competing petition situation. The courts...View More
If you think he is still alive then a petition for a temporary conservatorship might work. If you have to reason to think he is dead then a petition for special administration in probate might work. Hard to know based on the facts given. Best of luck finding him and I hope all works out fine!...View More
If there are assets, and the will is valid, someone will take it I would think. You should lodge the will in the probate court of the county he resided at death. Happy to chat with you if you contact me. Good luck. -John
I submitted the California Small Estate Affidavit to PayPal with a notary attachment. However, the check was made out in my deceased relative's name only. Which is not how other checks have been made out.
Two banks that I do business with, including Wells Fargo, have declined to... View More
I would send it back to PayPal along with a California Small Estate Affidavit (free forms online) filled out by the person who legally is the next of kin (or beneficiary of a will if there is a will). Ask them to re-issue to the correct person or persons. Good luck.
I am only sibling, he was never married/no children. Our parents died. No will. Will I qualify for Small Estate in Ca? Will NJ honor determination? Or will I need administration? Get it here or there? Do I have to travel to NJ?
I would say you need to total all the accounts that don't have named beneficiaries on them and see if total is under $166,250. If so, then the small estate affidavits should work. Usually, but not always, they will work regardless of where the banks are. However, some banks will require...View More
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