Probate and Trust Help

Understanding the Value of a Date of Death Appraisal

Losing a loved one is an emotionally challenging experience, and amidst the grieving process, managing their estate can seem overwhelming. One critical step in this journey is obtaining a Date of Death Appraisal. But what exactly does this entail, and why is it so significant?​ What is a Date of Death Appraisal? A Date of Death Appraisal is […]

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8 Frequently Asked Questions on Last Wills and Testaments

Starting an estate plan can be overwhelming, and you probably have many questions. But you are not alone. Below are eight of the most common questions individuals have about last wills and testaments 1. Aren’t Wills Only for Wealthy People? This is a common myth. Last wills and testaments (also known simply as wills) are not

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Do I need a tax identification number when selling real estate in probate or a trust?

The simple answer is “yes”, a tax identification number or EIN (employer identification number) is necessary when acting as an Inland Empire & High Desert executor, administrator or trustee. How is a Tax Identification Number different than a Social Security Number? During the decedent’s life, the trust is typically revocable and taxes are paid by

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Can an Inland Empire or High Desert house be sold while “in probate”?

The simple answer to this question is yes, an Inland Empire or High Desert house can be sold while in probate. Real estate is typically the largest asset within the estate and experience shows that most Executors and Administrators choose to sell the house during the probate period. Since a California probate on average lasts

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