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ESTATE ADMINISTRATION

Estate Administration is the process of managing and transferring the estate of an individual following his or her incapacity of death.

Common Estate Administration services include the following:

Trust Administration   In conjunction with your accountant and financial consultants, your attorney will guide you through the process of trust administration.  The process includes required legal notices, formal paperwork, correspondence with beneficiaries, tax returns, estate appraisals, trust distribution, creditor problems and more.  Remember, a Living Trust avoids Probate; it does NOT avoid lawyers!  When someone dies, regardless of the type of estate plan he or she has prepared, be sure to call an attorney specializing in Estate Planning, Trust & Probate law before you begin to administer the estate.

Probate   Probate is the court process of administering an estate and distributing the property to the heirs.  Probate can include simple summary procedures as well as complicated drawn out proceedings.  You will need an attorney familiar with all the probate options to determine whether probate is required, and if so, the type of proceeding which will best serve your needs. 

Note: You do NOT need to go back to the attorney who drafted the will to handle the probate.  This office can handle most California probate proceedings regardless of who drafted the original will.

Other Estate Administration   Estate Administration also includes small estates under $100,000 (which can be passed with affidavits), joint tenancy property, joint accounts, life estates, POD account, TOD accounts, and numerous other situations.

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Kenneth S. Jacobs                          
Attorney at Law
Certified Specialist
Estate Planning, Trust & Probate Law
State Bar of California Board of Legal Specialization
117 N. Main Street.  Sebastopol, CA 95472
(707) 829-7303   info@kenjacobs.com