Union City, CA asked in Banking and Probate for California

Q: my son past away recently i am over my head of what to or where to start with his bank acc,pay check, pension,dmv,life i

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2 Lawyer Answers
Ali Shahrestani,
Ali Shahrestani,
Answered
  • Business Law Lawyer
  • New York, NY
  • Licensed in California

A: You may need to hire an attorney to handle these issues. More details are necessary to provide a professional analysis of your issue. The best first step is an Initial Consultation with an Attorney. You can read more about me, my credentials, awards, honors, testimonials, and media appearances/ publications on my law practice website, www.AEesq.com. I practice law in CA, NY, MA, and DC in the following areas of law: Business & Contracts, Criminal Defense, Divorce & Child Custody, and Education Law. This answer does not constitute legal advice; make any predictions, guarantees, or warranties; or create any Attorney-Client relationship.

Zaher Fallahi
Zaher Fallahi
Answered
  • Probate Lawyer
  • Los Angeles, CA
  • Licensed in California

A: Sorry about the death of your son. If his total estate does not exceed $150K, you may use “Affidavit for Transfer of Personal Property Worth $150,000 or Less” (Google this in your local court website) to declare that you are the only heir and access the account. Alternatively, retain a probate attorney. The information presented herein is for general purposes only. It is not intended to, and may not be construed as legal, tax or accounting advice. Neither is it intended for solicitation purposes. For specific advice, please consult an appropriate attorney in person. Good luck. Zaher Fallahi, Estate Planning and Tax Attorney, CPA.

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