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Probate


A friend or family member’s death is a difficult time. In addition to the difficult mourning process, a person’s financial affairs need to be completed upon death, sometimes through a court process called probate. This can be a confusing and difficult process. A probate attorney is vital to help you through this time and simplify the process for you.

The probate process is very complex with very technical rules that must be followed in an exact way. By improperly handling this process, these court proceedings can stretch out for years – significantly delaying their completion. Not only with this delay the probate completion, any assets or cash that could otherwise be distributed through the estate can be completely depleted by rising legal fees and other costs and expenses.

The experienced Legal team can help you whether a person left a will, a complete estate plan with a trust, or no planning at all. Even small estates require assistance to transfer assets, obtain life insurance proceeds, file beneficiary claims, deal with creditors, and obtain the benefits you are entitled to receive.

If a revocable living trust is in place, but assets were not properly titled in the name of the trust, a court order may be needed to transfer assets, even if a surviving spouse remains. The remaining spouse also needs to comply with the terms of the trust and fulfill trustee obligations. Additionally, ongoing trusts must adhere to certain requirements to remain valid.

Personal representatives and trustees have many legal obligations to follow. The Shoup Legal team can help you.

Trust Administration


If you have recently been named Successor Trustee of a Trust or Power of Attorney for someone who is incapacitated, you likely have many questions.

The death or serious illness of a loved one is a difficult time. Whether you have been named successor trustee because someone became incapacitated or has passed away or named power of attorney, we know that this can be a difficult time.

In addition to the uncertainty surrounding illness, injury, or mourning, a person’s financial affairs need to be handled appropriately. There are legal obligations that must be met and rules that must be followed. An experienced trust attorney is vital to help you through this time and simplify the process for you.

As an experienced California Trust Attorney, we can help whether a person left a will, a complete estate plan with a trust, or no planning at all. Even small estates require assistance to transfer assets, obtain life insurance proceeds, file beneficiary claims, and obtain the benefits you are entitled to receive.

If a revocable living trust is in place, the trust must be administered upon passing.

When one spouse passes, the surviving spouse has legal requirements to fulfill. Proper notices must be filed or recorded with different government agencies.

Additionally, the surviving spouse must comply with the terms of the trust and fulfill trustee obligations. An ongoing trusts must adhere to certain requirements to remain valid.

Personal representatives and trustees have many legal obligations to follow. An experienced trust attorney can help you.

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Begin by watching our Estate Planning Workshop

This recorded workshop is available for download 24/7 and will help you understand the basics of Estate Planning from the comfort of your home!  It will likely answer many of your questions, but feel free to contact us directly if you’d prefer to set an appointment.

Topics include:

  • Wills and Trusts
  • Probate
  • Powers of Attorney
  • Advanced Medical Directives


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