California Estate Planning, Wills & Trusts
Probate & Trust Administration
Probate
Trust Administration

The Law Offices of Laurie Shigekuni
 

Office Locations::


2555 Ocean Avenue
Suite 202
San Francisco, CA 94132

225 S. Lake Ave.

Suite 300

Pasadena, CA 9110


Contact Information

Ph:   (415) 584-4550

        (800) 417-5250

Fax:  (415) 584-4553

contact@calestate
planning.com

Probate & Trust Administration
 
Probate
Probate is a court-supervised legal proceeding that takes place when someone dies. The probate process is triggered when a person dies without a will, or dies with a will, but without any probate-avoidance mechanisms in place (e.g., a trust, joint tenancy agreement, or pay-on-death account). In California, an estate must go through probate if such assets total more than $150,000 or there is any real property worth more than $50,000.
 
Probate can be an expensive and lengthy process. It includes proving the validity of a will, identifying and inventorying the deceased person's property, appraising the property, paying the deceased's debts and taxes, and distributing the remaining property as the will indicates. If there is no will, then the property will be distributed according to state law.
 
It is highly recommended that you contact an attorney before you begin the probate process. The Law Offices of Laurie Shigekuni has the necessary experience to serve your probate needs.
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Trust Administration
Trusts are complex legal documents. Successor trustees usually need legal advice before proceeding with administering the trust. The successor trustee must pay very close attention to detail. The duties of the successor trustee include accounting for trust assets, paying income and principal, preparing and filing tax returns, and dealing with other concerns such as real estate, partnerships, and business interests.
 
The Law Offices of Laurie Shigekuni can assist successor trustees with their trust administration duties. We can help successor trustees understand their obligations as trustees and can guide them through each step of the trust administration process.
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Legal Disclaimer: The information on this Web site is intended to be used as general information only. Nothing on this Web site constitutes specific legal advice. You should always speak with an attorney first before engaging in any estate planning. In compliance with the requirements of IRS Circular 230, we further inform you that any writing about tax law on this Web site is not intended to be used, or can it be used, to avoid penalties that may be imposed under the Internal Revenue Code.
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