Overview of Personal Representative’s Obligation to Marshal Assets of the Decedent’s Estate

ByLynx Legal

One of the most important duties of an estate’s personal representative is to “marshal” estate assets to be included in the estate for distribution to the lawful beneficiaries, creditors, and other interested parties.  This basically means that when a new estate is opened, the personal representative is legally required to locate and take charge of…

What is a Heggstad Petition and When can it be Used to Transfer Property into a Trust?

ByLynx Legal

One of the main purposes of setting up a Trust is to avoid the time and expenses associated with a California probate proceeding.  Sometimes, however, an estate asset is inadvertently left out of the trust document, and it’s too late to add it to the trust because the deceased has since passed away.  California Probate…