Opening the Estate
Preparation and filing of probate petitions, review of the will, notice requirements, hearing preparation and requests for appointment of an executor or administrator.
Legal guidance for wills, probate administration, executors, administrators, heirs, and beneficiaries in Los Angeles, Glendale, and Calabasas. Sirkin Law Group, PC assists clients with the court process from the opening petition through administration, distribution, and closing.
A will is an important estate-planning document, but the existence of a will does not automatically eliminate probate. When property remains in a decedent's individual name and no nonprobate transfer method applies, a court proceeding may be required to appoint a personal representative, identify and administer estate assets, address claims and expenses, and ultimately transfer property to the persons legally entitled to receive it.
Preparation and filing of probate petitions, review of the will, notice requirements, hearing preparation and requests for appointment of an executor or administrator.
Guidance concerning collection and management of estate property, inventories and appraisals, creditor issues, estate expenses, sales and transfers.
Preparation and review of accountings, reports, petitions for final distribution, proposed reserves, beneficiary distributions and steps required to close the probate estate.
A valid will can nominate an executor and state how probate assets should be distributed. The original will is generally lodged with the court, and the person seeking appointment asks the court to admit the will to probate and issue authority to administer the estate.
The executor remains subject to California probate law and court requirements. Duties can include protecting property, identifying assets and debts, notifying interested persons and creditors, maintaining records, preparing inventories, addressing taxes and expenses, and seeking court approval for distribution when required.
When a person dies without a valid will, the estate is described as intestate. The court may appoint an administrator, and probate property generally passes according to California intestate succession rules rather than according to an individually written estate plan.
Questions can arise about who has priority to serve, who qualifies as an heir, whether property is separate or community property, and whether a particular asset belongs in the probate estate. These issues can materially affect both administration and distribution.
Identify the original will, potential heirs and beneficiaries, known assets, debts, existing trusts and beneficiary-designated property.
The petition requests court authority to open the estate and appoint the appropriate personal representative.
Once authority is issued, the representative gathers estate property, handles required notices, creditor matters, inventories and ongoing administration.
The representative organizes the estate's financial activity and addresses matters that must be resolved before distribution.
When administration is complete, the personal representative can request approval for distribution and closing, subject to the requirements of the particular case.
A personal representative is a fiduciary. The role involves deadlines, recordkeeping, safeguarding property, communications with interested persons and compliance with California probate procedure and court orders. Legal guidance can help organize the administration and address problems before they delay closing.
Heirs and beneficiaries may have questions about the will, estate assets, delays, accountings, distributions, property sales or the conduct of the personal representative. Depending on the circumstances, an interested person may request information, object to a petition or accounting, or seek other probate relief.
Sirkin Law Group, PC is based in Woodland Hills and represents clients in probate, trust, estate and fiduciary matters throughout Los Angeles County. The firm's work includes matters connected with the following communities.
Representation for probate petitions, estate administration, executor and administrator issues, beneficiary matters, accountings, distributions and contested probate proceedings arising throughout the City of Los Angeles and Los Angeles County.
Probate and will-related counsel for Glendale families, fiduciaries, heirs and beneficiaries dealing with California estate administration, court filings, distributions or disputes involving a decedent's estate.
Estate and probate representation for Calabasas residents and families, including guidance for personal representatives, beneficiaries and heirs concerning wills, estate property, administration and distribution.
Disputes can concern execution of the will, capacity, undue influence, fraud, revocation, interpretation or competing testamentary documents.
Beneficiaries may question receipts, disbursements, asset values, losses, fees, reserves or distributions reported by a fiduciary.
Probate can involve disputes over whether property belongs to the estate, how title should be treated, or whether an asset passes outside probate.
For contested estate matters, see Probate & Fiduciary Litigation. For trust matters, see Trust Administration.
No, not necessarily. A will governs probate property, but property held in the decedent's individual name may still require probate unless another transfer method or an applicable probate exception is available.
A probate lawyer can help with the petition to open probate, appointment of the personal representative, notices, creditor matters, inventories and appraisals, estate administration, accountings, petitions for distribution, contested issues and closing the estate.
California intestate succession law generally determines who receives probate property when there is no valid will. The court may appoint an administrator to administer the estate.
The time varies. Court scheduling, creditor claims, tax matters, real property sales, accountings, disputes and beneficiary issues can all affect how quickly an estate can be administered and closed.
Depending on the circumstances, beneficiaries and other interested persons may object to petitions, accountings, proposed distributions or fiduciary conduct and may request appropriate probate relief.
Yes. A will contest may involve questions concerning execution, capacity, undue influence, fraud, revocation or competing wills. The facts, standing and applicable deadlines matter.
Because Glendale and Calabasas are in Los Angeles County, probate matters are handled through the Los Angeles Superior Court probate system. Venue, case assignment and current court procedures determine the proper filing and hearing location.
Contact the firm regarding probate administration, an executor or administrator appointment, beneficiary concerns, a will dispute, an accounting or a petition for distribution in Los Angeles County.