Probate and Trust Help

The biggest mistakes families make with inherited property are making repair decisions too early, renovating without a clear strategy, accepting offers before exploring all options, delaying important decisions, and failing to assemble the right professional team. These mistakes can increase costs, create unnecessary delays, and reduce flexibility during probate or trust administration. The good news […]

Did You Refinance a Home Held in Trust? Over the past year and a half, I have had several conversations with homeowners who refinanced property that was originally held in their living trust. In many of those conversations, one important detail surfaced that is easy to overlook during the refinance process. The property was taken

Let’s face it—fraud is scary. And in my world of probate, trust, and wealth transitions, I’ve seen how quickly identity theft can throw a wrench into someone’s already overwhelming situation. Whether you’re an executor managing an estate, a caregiver handling loved ones’ finances, or simply trying to protect your legacy, knowing the right protection plan

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

When it comes to planning for the future, many people overlook the importance of establishing a trust. Without one, your estate most likely will not be divided the way you intended, causing unnecessary pain and conflict for your loved ones and costs you may not realize. Here are three key reasons why having a trust

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

According to Wealth Consul, over a third of Americans have experienced or witnessed familial conflict when someone dies without an estate plan. While most people believe having an estate plan is important, only a third have a plan in place, per Caring.com’s 2023 Wills Survey.  While most adults in the United States think all they need

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

If the Inland Empire or High Desert house you inherited is held in a trust, you will need to work with the trustee to sell it. For the most part, selling a house held in a trust is not much different from selling a house that you own outright. The sale of an inherited house

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