You are a new trustee, or perhaps it is time to open a probate case. This is where you can start.

Are you a new trustee and don’t know where to start? Did your family fail to plan and now you are looking at the probate process?

Small Estate Affidavits, Petitions to Determine Succession to Real Property, or a Full Probate…which one is right for you? There are a few sources for help online, and there is a great book for those who want to do their own probate work. It’s called “How to Probate an Estate in California” by Nolo. You can find copies online. 

If you have an uncontested probate need, I may be able to help you. I do not litigate, but rather help people through the court process and get things done. If you have a need for litigator, I have a firm I refer that work out to, and I’d be happy to pass that information along.

If you are a TRUSTEE and don’t know where to begin, I offer consultations and coaching. You can hire me for the tasks you do not want to do, and you can take care of the rest. This delegation of responsibility is something we will work on together to decide. 


As this section is built up, articles and information will be posted here.