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Encino Probate Lawyer

Respectful Representation During the Probate Process

The probate process can be daunting, complex, and emotionally fraught. This can be amplified if a loved one passed away without essential estate planning documents in place.

Additionally, if you find yourself named as the executor or administrator of the estate, you will be immediately faced with significant responsibilities. Fulfilling your legal obligations can put a strain on you and your family while you are already dealing with a death.

You don't have to navigate the process alone. At Tisser Law Group, APC, our attorneys can provide you with comprehensive guidance through the entirety of the probate process.

What is Probate?

Probate is the formal, court-supervised process of administering a deceased person’s estate.

A probate proceeding is necessary when there are assets in a deceased person’s name (rather than a trust) which do not have:

  • Designated beneficiaries
  • Joint owners
  • Other transfer-on-death designation

In this situation, a named executor or an appointed administrator must petition a court for authority over the deceased’s assets. This estate representative will establish authority over assets, pay off debts of the estate, and make the appropriate distributions.

Give us a call at (818) 528-5553 to discuss your concerns with a knowledgeable Encino probate attorney.

Avoiding Probate in Encino, CA

The complexity of the probate process can have many people wonder if there's any way for their estates to avoid the process entirely. California and federal laws both allow for methods to mitigate the effect of probate on one's estate, or avoid it entirely in some cases.

Some ways of mitigating or avoiding probate include:

  • Gifting assets
  • Creating a living trust
  • Using right of survivorship to transfer property owned jointly
  • Adding a Payable-on-Death (POD) designation to a bank account
  • Registering a vehicle as Transfer-on-Death

Additionally, estates valued at less than $150,000 total are not required to go through probate in California.

Responsibilities of the Probate Representative

The personal representative has many different responsibilities during the probate process, which is important to consider if you have been named the executor.

These responsibilities include:

  • Identifying and appraising estate assets
  • Notifying creditors of the probate process
  • Preparing and filing tax returns of the deceased person
  • Paying outstanding bills and debts of the estate
  • Locating heirs and other beneficiaries
  • Distributing assets to beneficiaries and closing the estate

If the will is challenged during the probate process, you will be responsible for defending the will. Your decisions as an administrator can also be challenged by beneficiaries, which can lead to litigation.

The process can seem complex and overwhelming, especially if you have never handled probate administration before. That is why you should reach out to an attorney with experience in probate law.

At Tisser Law Group, our probate lawyers can assist you to ensure you are fulfilling your duties as an executor in compliance with both federal and California state law.

If you would like to speak with a skilled lawyer at Tisser Law Group, APC, contact our firm now.

Planning with a Purpose

How Tisser Law Group, APC Fits the Bill
  • Certified

    We are Certified by the State Bar of California Board of Legal Specialization.

  • Top-Rated Lawyers
    in Our Field

    Our team has been recognized as Super Lawyers and America's Top 100 Attorneys.

  • Nearly 50 Years of
    Combined Experience

    Advice you can depend on,
    every time.

  • Stress-Free

    Guiding you through every step of the estate planning and trust administration process.