Author Archives: adamevanlaw

Trust Administration After Death

What Happens After a Person With a Trust Dies? The Successor Trustee’s Role When the creator of a trust dies, the successor trustee is responsible for administering the trust. This often includes: Many trustees have never handled these responsibilities before. … Continue reading

Posted in Trust Administration | Comments Off on Trust Administration After Death

What Happens If Someone Dies Without a Will in California?

Dying Without a Will When a person dies without a valid will, California law determines who inherits the estate. This is known as intestate succession. Rather than following the decedent’s wishes, assets pass according to California’s statutory inheritance rules. Who … Continue reading

Posted in Probate | Comments Off on What Happens If Someone Dies Without a Will in California?

What Assets Avoid Probate in California?

Understanding Which Assets Pass Outside Probate Not every asset owned at death must pass through probate. Certain assets transfer automatically by operation of law, beneficiary designation, or trust ownership. Understanding which assets avoid probate is an important part of California … Continue reading

Posted in Probate | Comments Off on What Assets Avoid Probate in California?

What Happens to a Mortgage in a Trust?

A Common Concern for California Homeowners Many homeowners worry that transferring property into a living trust will: In most situations involving revocable living trusts, that concern is unfounded. Can You Transfer a House Into a Trust? In many cases, yes. … Continue reading

Posted in Estate Planning | Comments Off on What Happens to a Mortgage in a Trust?

Estate Planning for Blended Families

Estate Planning Considerations for Blended Families in California Blended Families Often Need More Customized Planning Estate planning becomes more complicated when families include: Without careful planning, misunderstandings and disputes can arise after death. Do I Need a Trust or a … Continue reading

Posted in Estate Planning | Comments Off on Estate Planning for Blended Families

How Much Does Probate Cost in California?

California Probate Costs: What Families Should Expect Probate Can Be More Expensive Than Many Families Realize California probate expenses often include: Many families are surprised by how quickly costs add up. California Uses a Statutory Fee System California probate attorney … Continue reading

Posted in Probate | Comments Off on How Much Does Probate Cost in California?

How Probate Works in California

California Probate Explained: What Families Need to Know What Is Probate? Probate is the court-supervised process for: In California, probate may be required when someone dies: Why Probate Often Concerns Families Probate can involve: In many California counties, probate cases … Continue reading

Posted in Probate | Comments Off on How Probate Works in California

Do I Need a Trust or a Will in California?

Trust vs. Will in California: What’s the Difference? Short Answer For many California homeowners, a revocable living trust is often recommended because it can help avoid probate and hold assets for minor children until they’re old enough to be responsible. … Continue reading

Posted in Estate Planning | Tagged , , , , | Comments Off on Do I Need a Trust or a Will in California?

Estate Planning Attorney in San Jose

Helping California families create living trusts, avoid probate, and simplify trust administration. Why Many California Families Choose a Living Trust For many families in San Jose and throughout Santa Clara County, a revocable living trust is one of the most … Continue reading

Posted in Estate Planning | Comments Off on Estate Planning Attorney in San Jose