Probate

• Asset Management
• Bay Area
• Beneficiaries
• California
• California Estate Planning
• California Estate Planning 2026
• Probate
• Probate Process
• Succession Planning
• Successor
• Trust Administration
• Trustee
• Walnut Creek

What to Do in the First Thirty Days After Someone Dies in California — A Practical Guide for Families

The first days after a death do not feel like the days that came before.…

• Bay Area Estate Planning
• California Estate Planning

What Happens If You Die Without a Trust in California?

If you own a home in the East Bay, you’ve raised a family here, or…

• Asset Management
• Estate Administration
• Estate Planning
• Estate Planning Documents
• Incapacity
• Incapacity Planning
• Preparedness
• Probate
• Safety Deposit Box
• Trust Assets
• Trustee
• Trusts

Should I Keep My Estate Planning Documents in a Safe Deposit Box?

Over the years I have seen clients struggle to get access to a parent’s safe…

• Celebrity Estates
• Civil Judgements
• Creditor Claims
• Estate Administration
• Estate Planning
• Executor Duties
• Goldman Family
• O.J. Simpson
• Podcasts
• Probate
• Probate Timeliine

197: O.J. Simpson’s $58 Million Problem: What His Probate Teaches Us

• ATROs
• Divorce
• Estate Planning
• Health Care Directives
• Incapacity Planning
• Podcasts
• Power of Attorney
• Trust Administration
• Trust Revocation

180: Divorce in Progress: Safeguarding Your Estate Plan Before It’s Final (Part 2)

• Estate Planning
• Legal Documents
• Podcasts
• Probate
• Trust Administration
• Wills

169: Understanding Probate Part 3: How to Get Your Will Admitted to Probate

• Asset Protection
• Estate Administration
• Estate Planning
• Podcasts
• Probate
• Successor

154: Unlocking Assets Without Probate: The Benefits of Using a Small Estate Affidavit

• Asset Protection
• Beneficiaries
• Beneficiary Designation
• Estate Administration
• Estate Planning
• Investments
• Life Transitions
• Probate
• Succession Planning
• Successor
• Titling Assets
• Trust Administration
• Trust Assets
• Trustee
• Trusts

Why Do I Have to Do a Probate When I Have a Trust?

• Bank account
• Beneficiary Designation
• Podcasts
• Probate
• Trust Administration
• Trust Bank Accounts
• Wills

147: How to Legally Access a Loved One’s Bank Account After Death

• Beneficiaries
• Beneficiary Designation
• Estate Planning
• Incapacity
• Incapacity Planning
• Podcasts
• Probate
• Retirement Asset Planning
• Trusts

143: Can You Avoid Probate without a Trust?

• Asset Protection
• Estate Planning
• Heirs
• Inheritance
• Legacy Planning
• Life Transitions
• Probate
• Real Estate
• Real Estate Law

Drawbacks of Transfer on Death Deeds in California

Transfer on Death (TOD) deeds gained legal recognition in 2016 as a means of transferring…