Tag Archives: California
Has the Trustee Failed to Provide an Accounting?
If you are a beneficiary who believes that the trustee has been tardy in fulfilling accounting duties, please contact Mortensen Law, Southern California to file a Demand for Accounting. The trustee’s accounting will list: • All assets and their values … Continue reading
WHAT IS PROBATE?
WHAT IS PROBATE? Probate is a court-supervised transfer of your property to your heirs. Many people mistakenly think that having a Will avoids probate. The opposite is generally true. Having only a will almost guarantees that your assets will have … Continue reading
WHAT IS A LIVING TRUST?
A living trust is a legal document that replaces what you think of as your will. The living trust makes sure your assets go to the people you choose. It also avoids probate upon death or a conservatorship proceeding if … Continue reading
