Not sure if your situation requires probate or trust administration? We evaluate the estate and explain the difference, so you can take the right approach from the start.
Frequently Asked Questions
What is the difference between estate administration and probate?
Estate administration” refers to the entire process of managing someone’s affairs after they pass. Probate is one type—where the court oversees the distribution of assets when there’s a will or no formal estate plan. Trust administration is another—handled privately if the person had a living trust. We assist with both and will help you determine which applies to your situation.
I’m named executor in a will – what do I do first?
If probate is required, your first step is to file the will with the court and petition for formal appointment as executor. Don’t act until you have legal authority. We help you prepare the petition and handle all filings and notices so you can take on this role confidently.
What does a trustee do when someone dies?
As a successor trustee, your job is to manage and distribute trust assets in accordance with the trust’s instructions. This includes notifying beneficiaries, inventorying assets, paying final bills or taxes, and ultimately transferring property. You must act in the beneficiaries’ best interest and follow all legal requirements. We guide trustees through this step by step.
How long does estate administration take?
Probate cases in California often take 8–18 months, depending on complexity and court scheduling. Trust administration can be faster—sometimes completed in a few months—but that also depends on whether assets like real estate need to be sold. We help streamline the process and avoid delays wherever possible.
Can an estate administration attorney help if there’s a dispute among beneficiaries?
Yes. Disagreements among heirs or concerns about how an estate is being handled are common. We help resolve disputes by providing legal clarity, advising executors or trustees, and when necessary, referring to or collaborating with litigation counsel. Our goal is always to minimize conflict and guide everyone toward a fair and legal resolution.
Ready to Take the Next Step?
If you’re navigating estate administration in California, you don’t have to do it alone. Let our estate administration attorney provide the legal support and direction you need during this difficult time.
We’re here to help you carry out your duties with care, confidence, and compassion.