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PROBATE ISSUES​

The feelings of loss and grief following the death of a loved one can be overwhelming. Handling legal and financial proceedings on top of that makes it even more challenging to cope. This is why we offer our clients the complete legal support, guidance, and advocacy required during the probate process.

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Probate Process:

A Detailed Breakdown

California Probate

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Avoiding Probate

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Navigate the Probate Process Easily With Professional Help

Probate is the process of distributing a deceased person’s estate according to their wishes stated in the will or according to state law if they have not left a will. It also serves as a mechanism for resolving any disputes or claims against their estate. The probate process can be lengthy and expensive, but you can easily navigate it with extensive legal help from The Probate Doctor.
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Filing of a Petition & Official Appointment of the Executor

The probate process starts with filing a petition with the appropriate court by the executor or personal representative named in the deceased person's will.
When there is no will, the court appoints a close relative, friend, or professional executor as the official executor of the will. The executor is responsible for managing the deceased person's estate during the probate process.

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Notice to Creditors and Beneficiaries

The executor must notify all the known creditors and beneficiaries of the estate. A notice must also be published in a local newspaper to notify unknown creditors, if any.

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Inventory and Appraisal of Assets

The executor must prepare an inventory of the deceased person's assets and get them appraised by relevant professionals. The estate will include land and real estate, personal belongings, investments, collectibles, furnishings, and other physical and intangible assets.

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Payment of Debts and Taxes

Any outstanding debts or taxes owed by the deceased person or the estate must be paid from the estate funds.

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Distribution of Assets

After all debts and taxes are paid, the executor must distribute the remaining assets to the beneficiaries or heirs based on the deceased person's will (or the state law if there is no will).

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Closing the Estate

After all assets have been distributed and all debts and taxes have been paid, the executor can file a final accounting with the court and ask the court to close the estate.

durable

Filing of a Petition & Official Appointment of the Executor

The probate process starts with filing a petition with the appropriate court by the executor or personal representative named in the deceased person's will.
When there is no will, the court appoints a close relative, friend, or professional executor as the official executor of the will. The executor is responsible for managing the deceased person's estate during the probate process.

hippa

Inventory and Appraisal of Assets

The executor must prepare an inventory of the deceased person's assets and get them appraised by relevant professionals. The estate will include land and real estate, personal belongings, investments, collectibles, furnishings, and other physical and intangible assets.

web-dev

Distribution of Assets

After all debts and taxes are paid, the executor must distribute the remaining assets to the beneficiaries or heirs based on the deceased person's will (or the state law if there is no will).

hippa

Notice to Creditors and Beneficiaries

The executor must notify all the known creditors and beneficiaries of the estate. A notice must also be published in a local newspaper to notify unknown creditors, if any.

web-dev

Closing the Estate

After all assets have been distributed and all debts and taxes have been paid, the executor can file a final accounting with the court and ask the court to close the estate.

buria

Payment of Debts and Taxes

Any outstanding debts or taxes owed by the deceased person or the estate must be paid from the estate funds.

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