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…
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 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…
San Diego Probate and Trust Consumer Awareness Top 5 Questions Asked by Personal Representatives Responsible for a San Diego House in Probate or Trust Question 1 Should I make repairs before listing the San Diego probate or trust property for sale? The answer is … Maybe. Each San Diego probate or trust…
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…
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.…
Let’s talk about a family when the loved one has passed away and left a home full of memories. The attorney and family members know that the house needs to be sold to settle the estate. That is the practical side of the situation. The emotional side can be complicated. As a San Diego Real…
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…
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…
San Diego Probate and Trust Real Estate … How to Avoid Mayhem You would think that it would be an easy choice, determining the tasks that need to be accomplished with your San Diego Probate or Trust Administration. As personal representative, you may be overwhelmed by all that needs to be done. Worrying…