A basic estate plan may include a will, and many people also consider a revocable living trust depending on their goals and assets. Planning can also include powers of attorney for financial decisions and health care directives for medical choices.
These documents are designed to provide clarity if you become incapacitated and to guide loved ones after a death. When a person passes away, families may need help with probate and estate administration or trust administration. This can involve collecting records, identifying assets, handling notices, and transferring property to the correct heirs or beneficiaries.
Trustees and executors also have fiduciary duties, and questions often come up about timelines, reporting, and required steps. Disputes can happen even in well-planned situations. Issues like undue influence, capacity concerns, trustee misconduct, breach of fiduciary duty, conservatorship needs, and inheritance conflicts may require legal guidance to understand options and next steps.
The Estate Lawyers, APC helps clients across California with estate planning, probate, and trust matters, focusing on clear communication and practical guidance through each stage of the process.