Here are the basics to get you started with Wills, Estates, and Probate. Rules and regulations vary per state (and country) so be sure to keep yourself informed on your local residential area. The links below are based on California law.
If you need further guidence, or have any accounting needs regarding these, please do not hesitate to contact me here.
Wills & Trusts
Click Here to learn How to Write a Will
And make sure you check out this post to ensure that Your Will is Valid in California
Have questions about Wills & Trusts? Contact me for a free consultation!
Estates
When dealing with estates, it is important to know and understand the Rules and Regulations. This information may vary per state, but here are some basics to get you started:
First Steps in Dealing with an Estate
Step 1: Figure out who will be the estate representative.
Step 2: As estate representative, start gathering information and fulfilling your duties.
Step 3: Figure out who the heirs and beneficiaries are.
Step 4: Identify and make an inventory of the decedent’s property.
Step 5: Figure out the best transfer process for the assets.
When dealing with asset distribution it is a good idea to contact me to learn about specifications regarding taxation and general rules of Wills and Trusts.
For more information on California Law follow this link:
