Ultimate Guide: What an Executor of an Estate Cannot Do!

Ultimate Guide: What an Executor of an Estate Cannot Do!

The Objective for Any Executor is to Stay in Communication with the Beneficiaries. What an Executor Cannot Do There are many discussions whether an Executor of an estate has the power to sell specific properties, sell to themselves, etc., so in short, the Executor of...
Does the Executor Have the Final Say? Or Do They?

Does the Executor Have the Final Say? Or Do They?

Why do the courts give much latitude to an Executor of an Estate? Does the Executor have the final say? It is always asked, “Does the executor have the final say.” Well, this depends on several factors, the courts will say, “yes,” as long as their fiduciary duty and...
Executor Not Communicating with Beneficiaries. What to Do?

Executor Not Communicating with Beneficiaries. What to Do?

Communication between an Executor and the Beneficiaries is a crucial aspect of the probate process. Communication breakdown between Executor and Beneficiaries? Is there is an issue with the Executor not communicating with Beneficiaries, you may have a legal ground to...
Can a Trustee Remove a Beneficiary from a Trust? Learn How!

Can a Trustee Remove a Beneficiary from a Trust? Learn How!

Being a Trustee can have its advantages and disadvantages. Getting along with Beneficiaries is Key! Considering Removing a Beneficiary from a Trust? If you are the successor trustee, then you are responsible for carrying out the fiduciary duties of the irrevocable...
How to Petition to Invalidate a Trust in California

How to Petition to Invalidate a Trust in California

Invalidating a Trust is not a simple process.  Reasonable steps must be completed with the statutes of limitations. Steps to Invalidate a Trust If you are considering petitioning the court to invalidate a Trust in California, you should consider a few crucial points...
Do Trustees Get Paid and What To Look Out For!

Do Trustees Get Paid and What To Look Out For!

You can be a beneficiary and a Trustee at the same time! Are you Considering to be a Trustee and hold Fiduciary Duty? How Much Do Trustees get paid? Glad you are here. A Trustee can get paid based on the work that is provided based on a percentage of the estate or,...
Trustee Refuses to Give Accounting and What You Must Do!

Trustee Refuses to Give Accounting and What You Must Do!

The duties of a Trustee come with very serious duties and responsibilities.   If you are a beneficiary to a Trust in California and the Trustee is not communicative, then you have remedies at your disposal to compel them to respond. But before you launch into possible...
How to Access Bank Account of Deceased and What NOT to do!

How to Access Bank Account of Deceased and What NOT to do!

What to do and not do when accessing funds of a deceased person. First and foremost, we know its a hard time when a family member passes and looking into their finances, i.e., a bank account information will test your endurance. Now, if you are looking to access a...