When a person's property has been placed in a living trust prior to death, that property can be transferred directly to heirs and beneficiaries upon death without the time and expense of a probate proceeding. However, sometimes people fail to include all of their property in the trust before they die. When this happens, a simplified form of probate known as a Heggstad petition may be available in California for property left outside of the trust. While a full probate proceeding takes a minimum of seven months and costs up to 6 percent of the property, a Heggstad petition can be completed in two months and often costs less than $1,500.
At the law firm of Johnson, Fort, Meissner, Joseph & Palley, we help heirs and beneficiaries prepare a Heggstad trust petition. While it's best to file this petition as soon as possible after your loved one dies, we can help clients file these petitions years later to clear title of property owned as tenants in common in California.
Our Heggstad petition lawyers will prepare all legal documents, conduct all legal filings, and in general move the matter towards a sure and swift conclusion. We will ensure that all necessary legal steps are taken and keep you informed of the progress of your Heggstad petition. We are always available to answer your questions by telephone or email.
Some assets such as life insurance policies do not go through the probate process even if they are not included in a trust, but our law firm can still help you administer them. You should prepare a list of all the decedent's life insurance policies. We should also know about any beneficial interest they had in anyone else's life insurance policies. After we have examined those policies, we will be available to help you or any beneficiary complete and file the forms. Please contact attorney John Palley today for a FREE initial consultation.
For a FREE Initial Probate Consultation
Call Probate Lawyer John Palley at 888-920-5983 / 916-920-5983