Probate and Trust Administration
Are you faced with the challenge of handling a probate estate or trust administration in California? The handling the details and red tape of a probate or trust can seem overwhelming without the help of any experienced attorney.
Over the past 21 years Jim Perry has handled hundreds of probate and trust administration cases in Southern California.
What is Probate? It’s simply the term used to describe the legal process of transferring a decedent's estate to the rightful heirs.
The probate process involves collecting and identifying the deceased person's property, paying any debts and taxes, and identifying the proper heirs and distributing the estate property to them. While the court oversees this process, in most cases the work is done by the executor or the administrator of the decedent's estate with the help of an attorney.
In many cases a full probate is not required. A summary probate or a transfer of property without probate may be possible when the assets of the deceased person were valued at less than $100,000, or if all assets passed from a husband to wife or wife to husband by a will.
Jim Perry offers the following probate and trust services at reasonable rates:
- Transfers of Property Without Probate by Affidavit
- Spousal Property Petitions
- Summary/Short Form Probate Proceedings
- Full Probate and Trust Services Throughout Southern California
Although Living Trusts are designed to avoid the need for court-involved probate, in many cases the distribution of trust assets by a newly appointed trustees calls for the guidance and assistance of an experienced estate attorney.
Whether it is probate or trust administration, Mr. Perry helps executors and trustees navigate the entire process from the initial inventory to until final distribution of the estate.
“Peace of Mind is a beautiful thing.” Jim Perry
