Silicon Valley Probate Lawyer Reveals 8 Important Steps to Take After the Death of a Loved One

As a Silicon Valley Probate Lawyer, I’m commonly asked, “What are the most important steps I need to take after the death of a loved one?” While each situation is different, there are eight general tasks that I advise families to start with when attempting to finalize their loved one’s affairs and close out the […]

Santa Clara County Probate Lawyers: Avoiding Probate with a Roth IRA

Many people plan for their retirement by using Roth IRAs due to their great tax benefits, but most don’t know that Roth IRAs are also excellent for avoiding probate. First, here are some basics about tax planning with Roth IRAs that Santa Clara County probate lawyers typically go over with their clients:   Unlike traditional […]

Bay Area Probate Lawyer: Can Beneficiaries Demand a Formal Accounting of an Estate?

An estate administrator has a duty to manage the estate and do so in the best interest of the beneficiaries. However, not every administrator acts in good faith, and even when they do, disputes and discrepancies can make a beneficiary want to know exactly where the assets are and where they’re going. What duty does […]

Ask a Silicon Valley Probate Lawyer: “My Mother Just Passed Away. What Paperwork Do I Need?”

After the loss of a loved one, there’s so much to do. You need to communicate with family members, plan the funeral, and begin the process of settling their estate. As a Silicon Valley probate lawyer, I can help you along these lines by giving you a list of important documents that you should gather […]

Tips from Probate Lawyers in Santa Clara County for Getting Through the Process Faster and with Less Hassle

Probate lawyers in Santa Clara County are well aware of the hassles and headaches that families face when a loved one’s estate goes into probate.  The process can drag out, eating up not just time but also resources that would have otherwise gone to beneficiaries.  Appointed executors find themselves with burdensome responsibilities that can compound […]

Frequently Asked Questions About Probate in Santa Clara County

Probate lawyers in Santa Clara County understand that while we’re well-versed in the topic, it is a whole new world to most of our clients. That means that you likely have lots of questions that you need answered. Fortunately, answering those questions is exactly what we do! Do the Santa Clara County Probate Courts Have […]

Five Steps to Settling a Probate Estate in Santa Clara County

Settling a probate estate in Santa Clara County requires quite a bit of time and a lot of organization. It has the potential to be a long, drawn-out process depending on the state of affairs of the deceased and how easy it is to work with the probate court. However, if you’re well-equipped and prepared […]

Claiming Death Benefits in the Bay Area

The death of a loved one is one of the most difficult experiences to deal with in life. What makes the situation even harder is the financial aspect that accompanies funeral and burial expenses. Money is often the last thing grieving families want to think about but, unfortunately, expenses related to death must be paid […]

Santa Clara County Probate Lawyer: Issues to Consider with an Out-of-State Probate

It’s become more and more common now to see clients come in with probate cases that need to be dealt with in multiple states. Many seniors today are “snow birds,” meaning they spend their winters in states with warmer climates while keeping their actual residency in the state they’ve spent most of their lives in. […]

Working with a Santa Clara County Probate Lawyer to Find a Loved One’s Assets

Probate lawyers in Santa Clara County are charged with helping their clients take estates through the probate process.  Those who have lost loved ones and are now dealing with the courts usually feel completely out of their element.  Whether by choice or necessity, these individuals become the executor of the estate.  A probate lawyer helps […]

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