Trust and Estate Administration

Losing a loved one is never easy, and at Law Office of Matthew D. Scott, we strive to make the burden lighter by providing attentive and compassionate legal services.  Whether or not your loved one had an estate plan, we can assist with all aspects of winding down the estate.

The probate process in California can be time-consuming and expensive, not to mention stressful and damaging to family relationships.  We are often able to take a different route to save our clients’ time and money by exploring alternatives to probate.  These alternatives are not one-size-fits-all solutions, but they may be appropriate for your situation.  They include:

Petition to Succeed to Real (and/or Personal) Property: if the estate is valued under $150,000, we may be able to petition the court for an order succeeding the assets to the heirs without lengthy processes.

Small Estate Affidavit: This is another option for personal property, usually cash or cash equivalents, housed in a financial institution when the account balances are below $150,000.

Trust Administration: If your loved one properly planned using a living trust, then winding down the estate should be an easier task.  Families can benefit from legal assistance to interpret trust language, draft necessary forms, comply with legal notice requirements, and obtain useful information and best practices.

If you find yourself nominated as executor of a will or trustee of a trust, or if you are an heir of the deceased or a beneficiary of a trust, you may benefit from a consultation with a probate and estate lawyer.

Call us today for a 30-minute consultation at no charge.