Poole Shaffery & Koegle, LLP can help you through the probate process after the loss of your loved one. No matter how intricate the matter, we can take a look at your loved one's estate and help you determine the most practical route. We can help you take a look at the timeline, costs, and other aspects related to the probate process. Although probate can be lengthy, you do not have to be alone during the process.
Our Santa Clarita probate and trust administration lawyers are fully equipped to help you manage the administration of your loved one's estate. We recognize that you have a big task on your shoulders, which is why we offer our professional and devoted assistance. Call today to find out how we can specifically assist with your case.
Increasingly, California families are opting to establish a revocable living trust to provide for the disposition of their assets upon the death or incapacity of the settlers (the creators) of the Trust, which can be an effective tool.
Revocable trusts can be used to help with:
While the revocable living trust is very effective in doing the foregoing, the trust must still be "administered" upon the death or incapacity of the settlor(s).
At Poole Shaffery & Koegle, LLP , we are committed to guiding our clients in Santa Clarita and throughout California through the process of administering a trust estate upon the death or incapacity of a loved one, including counseling successor trustees on his or her fiduciary duties as well as other obligations as trustee, aiding the trustee in identifying, collecting and valuing assets, paying legitimate debts of the estate, and reporting financials to trust beneficiaries.
Find out more about our estate planning services to avoid probate. Contact our firm's Santa Clarita trust administration attorneys today!