Temecula Probate Attorney Andrea Shoup is here to serve your probate needs.
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.
Experienced La Quinta Probate Attorney Andrea Shoup 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, 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. Our Palm Desert Probate Attorney can help you.
Contact our Murrieta Probate Attorney today to schedule an appointment to discuss your unique needs.