Administrator Responsibilities

Preliminary Tips When Going Through San Diego Probate

  Preliminary Tips When Going Through San Diego Probate   A Probate Attorney outside the San Diego area wrote this article and it has some great information to help the San Diego Executor or San Diego Administrator learn the basics of the probate process including the difference between intestate (without a will) and testate (decedent leaving…

Mike needed help with his father's trust estate.

San Diego Trust Administration

CASE STUDY – The Krattli Family  Trust Administration   James Krattli passed away November 2011 leaving his La Mesa home for the past 50 years in his trust to his three sons. In March 2013, Mike called his friends Marilyn and Jeff because he needed help with the house. Marilyn was the trustee for her…

Dining Room - Staged to Sell

Susan and Bill Honor their Brother

  Acting as Administrator of an Estate     Susan and Bill Honor their BrotherSusan and Bill got the news that their brother Charles had ended his struggle with cancer. The siblings live in Kansas, many miles away from the California estate property. As co-administrators of the San Diego estate, they were wondering how they…

Dean's Uncle collected a lot of stuff before he died.

Dean Handles the Hoard

Dean and his family live in Ohio. As his Uncle’s nearest relative, Dean was appointed by the San Diego probate courts as Administrator of the San Diego estate. His uncle Arthur had lived in his San Diego home in the North Park area for decades and had collected a huge amount of stuff. Dean, his…

Estate Planning

The Ten Best Reasons Not To Do Your Estate Plan

The Ten Best Reasons Not To Do Your Estate Plan Because you want to your kids to scramble at your passing You want to sponsor your attorney’s son’s private education at USC You want the courts involved in your estate settlement and everything made public record You’ve heard great things about PROBATE You hope your…

The San Diego Probate Estate

John and Carrie Crave Closure

John and Carrie’s brother Robert passed away, leaving the family home and all the personal property in Encinitas to be sold through the San Diego probate process. The San Diego probate beneficiaries, Carrie lives in Colorado and John lives in Florida. John was appointed by the San Diego probate courts as the San Diego Executor.…

Challenge, Strategy and Results

Case Study: Trustee, Reverse Mortgage & a Time Limit

  Trustee Challenge   CASE STUDY Probate And Trust Help DeLoris B. – Trustee The Challenge Attorney Marvin Errickson introduced DeLoris to Kim at the beginning of December 2012.  She and her husband Dennis live in Minnesota.  DeLoris had been appointed as the successor trustee of her father-in-law’s estate.  Besides the geographic challenge, there was…

Challenge, Strategy and Results

Case Study – Probate And Trust Help

  The Probate and Trust Challenge   Her attorney Pamela Fairley introduced Sindy to Kim and the Horizon Real Estate team. Sindy’s mother had passed away, leaving her possessions to her two children. Mark, Sindy’s brother had been residing in the home for some time. Sindy had been appointed as Executor for her mother’s will…