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Los Angeles Probate, Estate & Tax Blog
Recent developments in Probate, Estate and Tax Law.
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Who Can Override or Revoke a Power of Attorney in California?
A Power of Attorney (POA) is a powerful estate planning tool in California that allows someone you trust to act on your behalf in legal,...
How Much Does a Codicil Cost in California?
If you’ve already created a will in California but need to make changes, you may be wondering: Do I need a brand-new will, or can I use a...
The Executor’s Dilemma: Can You Decline to Serve, and What Happens Next?
Being named the executor of a will is an honor—an expression of trust by someone who believed in your ability to manage their final...
How to Claim a Deceased Person’s Bank Account Without Probate in California
When a loved one dies, gaining access to their financial accounts can feel overwhelming—especially if you want to avoid the time and cost...
How to Complete and Use the California Small Estate Affidavit to Claim a Bank Account
When a loved one passes away in California, and they leave behind a bank account in their name only, you may be able to claim the funds...
Do Bank Accounts With Beneficiaries Have to Go Through Probate?
When a loved one passes away, one of the first financial concerns for their family is gaining access to their bank accounts. The question...
POD Accounts vs. Trusts vs. Joint Accounts: What’s Best to Avoid Probate in California?
When it comes to avoiding probate in California, not all assets are created equal. Some account types and ownership structures allow...
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