In light of the recent concerns regarding the Covid-19 virus, protecting our clients and their legacies remains our most important focus.
We are encouraging all current and future clients to meet with us via phone or video conference. Please contact our office to discuss your options.

We Help Make People's Lives Easier in Times of Crisis

Beneficiaries must be informed about probate proceedings

| Jun 25, 2019 | Probate |

Many California residents expect some type of inheritance after a close loved one passes away. If these individuals are not acting as the executors of those estates, they may not fully understand when asset distribution will take place. Distributing assets is part of the probate process, but it typically comes as one of the last steps. However, beneficiaries must still be notified of the proceedings.

It is common for remaining estates to go through probate proceedings in order for the final affairs to be settled. In order for probate to begin, the executor of a particular estate needs to file the will with the probate court, and the court must validate the document. After this step, the executor has three months to notify the applicable beneficiaries that the legal process has begun. In many instances, though, it does not take three months for notifications to be made.

Beneficiaries also do not have to necessarily wait for the notification either. After the will has been validated with the probate court, the document goes into the public record. As a result, individuals who believe that they have an interest in the estate can request to view the document and see for themselves what the instructions in the will entail.

Having to wait to receive inheritances and bequests can certainly be difficult for surviving loved ones. Still, it is important that the steps of probate are followed correctly and in accordance with California laws. Individuals working through the probate process or beneficiaries who have concerns over the information in a will or the actions of executors may wish to have legal support during this time.

Categories

Archives

Badge Dept Veterans Affairs Badge Naela
Badge State Bar California Badge Wealthcounsel
Badge Fpa