San Mateo Probate and Trust Administration Lawyers
When a parent or a loved one passes away, there are many difficult tasks and duties that must be attended to at the same time relatives are dealing with grieving for their loss. Our office has experience representing relatives, beneficiaries, executors and trustees in the probate or administration of their loved one’s estate. Our office will ensure that this process proceeds as smoothly and as easily as possible so that actual court appearances by you can be kept to a minimum.
In some circumstances, a full probate may be avoided entirely. For guidance from our San Mateo probate and trust administration attorneys, contact Allen, Baker & Stephan, PC, to arrange a consultation.
Even though administration of a decedent’s trust can be somewhat complex, it is often much more efficient and inexpensive compared to the probate of a will. Our office has experience in guiding families through both estate administration and trust administration, including assistance with the following:
- Assist trustees or executors in performance of their duties.
- Guide trustees or executors in identifying, collecting, valuing and distributing assets.
- Assist trustees or executors in paying debts and taxes when appropriate.
- Guide trustees or executors in allocating trust assets.
- Assist trustees or executors in preparing death tax returns and estate tax returns.
- Provide trustees and executors with any other advice and assistance necessary.
If your loved one died either without any will or trust or only with a will, contact us and we will make every effort to complete the settlement of the estate as quickly and painlessly as possible.
Our office can also assist you with the transfer and sale of real estate, distribution of estate property to those beneficiaries entitled to it, obtaining values of property to assist in the completion of necessary tax returns and other matters required to close out the affairs of a deceased relative or loved one.
Intestacy means that a California resident died without a will or trust. Our office can help represent you as a beneficiary in Probate Court and help the estate go through the process of estate inventory, notifications, debt repayment and filing taxes.
Even if a decedent had a trust, trust administration will still be a necessary process that occurs after the death of either one or both settlors. To protect the successor trustees, our office can make sure that the many procedures that must be done to ensure proper administration are followed. Our office can help successor trustees comply with all probate code notices to trust beneficiaries and heirs.