San Diego Elder Law

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Probate, Estate and Trust Administration

At the San Diego Elder Law Center, we handle all probate and administrative needs of our clients. We are knowledgeable in how to pass property, when possible, without costly probate proceedings. If probate is necessary, we can handle it efficiently and quickly. We are experienced in representing executors, administrators, and beneficiaries who wish to make sure their rights are being protected.

Our Probate Goal: Prompt Distribution to Beneficiaries

Probate is a formal legal process by which ownership of the property of a person who has died is passed to their heirs. It may involve the distribution under the provisions of a will, or, if the decedent died without a will, or, if the decedent died without a will, “intestate” proceedings where the law determines the beneficiaries. The individual appointed by the court to manage the estate during the probate is usually known either as an “executor of the will” or an “administrator of the estate.” During the estate’s administrative phase, the decedent’s property will be gathered by the administrator, inventoried, and appraised. Property will be maintained and invested as needed, or sold, and debts will be settled. Required legal notices will be given and beneficiaries and heirs determined. Tax returns will be filed as needed, and any taxes due will be paid. Disputes, if any, will be resolved. Ultimately, at the end of the probate process, the property is passed on to decedent’s heirs free from any claims of third parties or creditors.

 

Member of NAELA  Avvo - Rate your Lawyer. Get Free Legal Advice. Academy of Special Needs Planners Life Care Planning Law Firms Association

Phil Lindsley

San Diego
Elder Law Center

Philip P. Lindsley, CELA*, CLS**

*Certified Elder Law Attorney
**Certified Legal Specialist, Estate Planning, Trust and Probate

The State Bar of California
Board of Legal Specialization

4364 Bonita Road, PMB 461
Bonita, California 91902
(619) 235-4357

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