Trust and Estate Administration: Orange County Estate Administration (Probate) Lawyer

Compassionate and Experienced Estate (Probate) Lawyers

Looking for experienced Orange County estate attorneys to help you navigate the estate (probate) administration process? Look no further than OC Trial Group. Whether you are an executor looking for guidance in fulfilling your fiduciary duties or a beneficiary who needs guidance in ensuring an executor is fulfilling their fiduciary duties, we are here every step of the way, providing expert guidance and support through the complexities of probate administration.

What is the Probate Process in California?

When someone passes away in California with their assets not held in a trust or some other form of non-probate asset, the transition of their assets and properties into an estate for distribution necessitates a legal process known as probate. In California, probate courts meticulously oversee this process, ensuring the proper distribution of estates and addressing disputes related to will and estate plan validity, the appointment of a personal representative, property identification and valuation, debt settlement, tax obligations, and property distribution in accordance with the deceased’s wishes or California law. Given the potential complexities and delays, seeking guidance from a probate lawyer before initiating the estate opening is highly advisable.

Types of Probate in California

There are several types of probate procedures available under California law, including general probate, summary probate, spousal property petition, affidavit procedure, small estate administration, and a Heggstad petition.

General Probate

General probate is the conventional process involving court supervision and is typically applicable when the estate’s value surpasses a specified threshold. This method involves court oversight, formal administration procedures, and a comprehensive examination of the deceased person’s assets and debts.

Summary Probate

Streamlined for estates with limited assets, summary probate offers an expedited process with simplified documentation requirements. This option is particularly beneficial for estates valued below a specified threshold, providing a quicker resolution.

Spousal Property Petition

Reserved for cases where the surviving spouse is the sole heir, the spousal property petition facilitates the transfer of community property without undergoing the traditional probate process. It offers a simplified procedure tailored to the unique circumstances of surviving spouses.

Affidavit Procedure

Designed for estates with real property valued under a specific threshold, the affidavit procedure streamlines the probate process by allowing the transfer of real property through a simplified affidavit, avoiding the need for formal probate proceedings.

Small Estate Administration

Tailored for estates with a gross value below a specified limit, small estate administration offers a faster resolution with reduced court involvement and simplified documentation requirements, making it an efficient option for qualifying estates.

Heggstad Petition

The Heggstad petition comes into play when a decedent’s property wasn’t properly funded into a trust but was intended to be. This approach seeks court approval to retroactively include assets in the trust, providing a strategic solution to avoid formal probate.

Understanding the intricacies of each probate type is crucial for effective estate administration. Our experienced team at OC Trial Group is dedicated to guiding you through the complexities of California probate, ensuring you choose the most suitable approach for your specific circumstances.

What is a Personal Representative in California Probate Law?

In California, a personal representative, commonly referred to as an executor or administrator, is an individual appointed by the court to oversee the administration of a deceased person’s estate. The personal representative has the responsibility of managing and distributing the decedent’s assets, settling debts, and ensuring that the terms of the will or the intestate succession laws are followed. This role is crucial for navigating the probate process efficiently and in accordance with legal requirements. If you have further questions or need assistance with California Probate Law, our experienced team at OC Trial Group is here to provide guidance tailored to your specific situation.

What Duties Does a Personal Representative Have During Estate Administration in California?

In the realm of estate administration, it is imperative that a personal representative appointed by the court adhere to legal obligations that demand careful and diligent execution of their duties under the California Probate Code. This involves the management and preservation of estate assets for the benefit of the beneficiaries. California law mandates the administration of the estate in a timely and efficient manner, with a focus on three primary objectives: the collection and management of assets, the payment of debts and taxes, and the subsequent distribution of the remaining assets.

As a personal representative, it is crucial to seek out an experienced probate lawyer [include a link here to content] to represent you before undertaking specific actions. Certain activities, such as carrying on the decedent’s business, performing contracts, making binding contracts on the estate, borrowing money, selling estate property, and other significant transactions, require prior approval.

The following actions should not be initiated without consulting your attorney first:

  • Carrying on the decedent’s business.
  • Performing the decedent’s contracts.
  • Making any contracts binding on the estate.
  • Borrowing money; giving notes; or executing a mortgage, deed of trust, or other lien agreement on estate property.
  • Selling any property of the estate.
  • Giving away any estate property.
  • Leasing estate property.
  • Distributing property of the estate to a legatee or devisee.
  • Depositing estate funds in your personal account.
  • Selling stocks or bonds, exercising subscription rights, or buying stocks or bonds for the estate.
  • Acting without the authority of your representative or administrator.
  • Paying or compromising any debts or claims against the estate, except under the notations provided below.


Claims arising before the date of death and funeral expenses necessitate the presentation of a verified claim to you. However, expenses of estate administration arising after the date of death do not require the same process. Payment of claims and administration expenses should be approached cautiously, with consideration given to the estate’s ability to cover all financial obligations. For comprehensive guidance on estate administration, consult with our experienced team at OC Trial Group.

What Happens After the Appoint as Personal Representative of an Estate in California?

Following the appointment as a personal representative of an estate in California, the initial steps are crucial for the efficient handling of the decedent’s assets. At OC Trial Group, our attorney’s guidance aims to streamline the process and ensure compliance with a personal representative’s legal duties under the California Probate Code.

Collection and Management of Assets:

Once appointed as the personal representative of an estate, it is imperative that possession is taken of all the decedent’s property. OC Trial Group’s experience in counseling personal representatives on their duties concerning the holding of estate property during the administrative period is unparalleled and specifically tailored to the client’s needs, keeping the big picture in mind every step of the way. Some key aspects of counsel and assistance provided by OC Trial Group in this regard include:

  • Delivery of the decedent’s original will and estate planning documents.
  • Safekeeping of valuables, securities, jewelry, and high-value items.
  • Attention to bank and savings accounts, including assisting with necessary transfers and establishment of an estate account.

Record of Decedent’s Property

To facilitate the preparation of the required Inventory and Appraisement of the estate’s assets, a personal representative is required to compile a complete list of all the property belonging to the decedent at the time of their passing. This entails maintaining an accurate record of all amounts received by the estate, including payments on medical insurance, debts owed by the decedent, and refunds, rebates, or similar items. Once the necessary information is gathered, OC Trial Group’s experienced probate lawyers will prepare the Inventory for the personal representative’s signature. Subsequently, it will be submitted to the probate referee appointed by the court, who will conduct the appraisal of the estate’s assets.

Concerning insurance matters, a personal representative should prepare a list of all policies of insurance on the decedent’s life, including any beneficial interest the decedent had in insurance policies on the life of any other person. The personal representative should then have their attorney examine the policies and obtain necessary claim forms from the insurance companies, providing assistance to the personal representative or any beneficiaries in completing and filing the forms.

When it comes to the sale of estate property, it is essential that proper court authorization is essential, as assets can only be sold with such approval. Given the technical rules surrounding probate sales, a personal representative is advised not to make any arrangements for the sale of assets without consulting an experienced probate attorney.

In terms of investments, a personal representative is mandated to reinvest all cash not needed for estate administration in interest-producing investments. While certain investments may be made without court approval, others require such authorization. A personal representative has the option, and should, employ or retain auditors, accountants, attorneys, or other tax experts for actions within their lawful purview, including computing, reporting, or preparing tax returns, paying taxes, and engaging in negotiation or litigation necessary for the personal representative to prosecute,

Creditor Procedures in Probate

In addressing Creditors’ Claims, OC Trial Group’s attorneys can assist with publishing the required notices, such as the Notice of Death and Petition to Administer Estate, which serves as both a hearing date announcement for the probate petition and a notice to creditors to submit claims.

All creditors should present their claims within 4 months after the issuance of Letters (testamentary or of administration). This includes any claims that the personal representative may have, such as, sums advanced by the personal representative to pay last illness or funeral expenses. Because these claims have to be approved by the personal representative and the court before payment can be made, retaining the services of an Orange County probate attorney is advisable for the protection of the personal representative.

If a personal representative is working under the Independent Administration of Estates Act, the formal process for filing creditor claims need not be strictly followed in all cases. For certain claims, a personal representative can make payment directly to the creditor without requiring a formal claim. Some examples of these types of claims are utility bills, credit card statements, household accounts, and ordinary medical bills.

Filing of Tax Returns

With respect to federal estate tax obligations, OC Trial Group provides comprehensive support tailored to the specific needs of the estate. Depending on the estate’s size, the prospect of filing an estate tax return with the Internal Revenue Service should be addressed. Should the need arise, OC Trial Group will assist in finding an accountant to prepare the return for the personal representative’s signature. It may also be advisable to wait several months before having the return prepared to obtain an alternate valuation date.

Turning attention to income tax matters, a personal representative will also need to file final federal and California income tax returns for the decedent. This requirement spans from January 1 of the year the decedent passed away through the date of said passing, with the due date falling on the subsequent April 15. If a probated estate has substantial income, this obligation may extend to filing income tax returns each year until the estate achieves final distribution.

Distributing Assets and Closing the Estate

Once all debts, taxes, and expenses have been resolved, OC Trial Group guides personal representatives through the distribution of assets according to the decedent’s wishes or applicable California laws.

At OC Trial Group, we stand by you every step of the way, providing the expertise needed to fulfill your duties as a personal representative. For a seamless estate administration experience, consult with our experienced team.

Why Choose OC Trial Group’s Estate (Probate) Administration Lawyers?

By selecting OC Trial Group as your estate (probate) administration attorneys, you benefit from their extensive experience, in-depth knowledge, proven success, and client-focused approach, ensuring that the trust administration is handled with professionalism and care.

Extensive Experience in Estate Administration and Litigation

OC Trial Group boasts a team of renowned attorneys with a wealth of experience in handling diverse and complex estate administration, as well as estate litigation matters. Their unparalleled experience in representing personal beneficiaries and beneficiaries in litigation matters makes them better equipped to ensure that a personal representative is complying with their duties throughout the administration of an estate.

In-Depth Knowledge of Probate Matters

OC Trial Group’s attorneys possess a deep understanding of the intricacies of estate administration, estate planning, and probate law. Their comprehensive knowledge ensures that your case is handled by legal professionals who understand the nuances of estate-related conflicts.

Proven Track Record of Success

OC Trial Group has consistently delivered successful outcomes for their clients. Their past achievements and positive results in similar cases showcase their ability to navigate legal complexities, negotiate favorable settlements, and, if necessary, litigate cases in court. Their reliable track record instills confidence in their ability to handle your dispute effectively.

Personalized Representation

OC Trial Group prioritizes client satisfaction and strives to provide personalized, client-focused legal services. Their team actively listens to your concerns, comprehends your unique situation, and tailors their strategies to meet your specific needs. Choosing OC Trial Group means partnering with attorneys who genuinely care about your case and are dedicated to achieving the best possible outcome for you.