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Our Orange County office is located at: 4590 MacArthur Boulevard Suite 220 Newport Beach, CA 92660 Click Here to use Google Maps Pdf download of direction sheet here |
Our Los Angeles office is located at: 9115 Sunland Blvd. Ste 102 Sun Valley, CA 91352 Click Here to use Google Maps Pdf download of direction sheet here |
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Southern California Probate Attorney / Estate Planning Lawyer / Wills & Living Trusts Law Firm |
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Client Success Stories
Our experience with the firm was wonderful... Darlynn was extremely knowledgeable and thorough, very open and easy to work with. She was patient with our many questions and answered all of them in depth, in a way we could understand, which helped us...
-- Liz & John S., Foothill Ranch, www.organicandhealthy.com
Need Probate?
Have you been told that you need “Letters Testamentary” in order to access your loved one’s accounts? Then that generally means that the institution you are dealing with needs legal documentation from the probate court.Generally, a probate is required when the person who passes away holds title to assets in their name alone which have a cumulative value in excess of $100,000.
Typically, the following assets would NOT need to go through a probate: (1) Assets held in joint tenancy (if the remaining joint tenant is still alive); (2) Accounts held as “Pay on death” or “in Trust for” accounts; (3) Retirement accounts which pass to a living designated beneficiary; (4) Life Insurance proceeds which pass to a living designated beneficiary; and (5) Assets titled in a Trust. (more)
