Full VS Limited Authority in a California Probate Case

The Difference Between a Probate Case with Full Authority and a Probate Case with Limited Authority: When the probate court gives an executor or administrator the authority to manage a case with full authority it means certain actions can be done with less of the judge’s supervision. More independence to manage the probate translates to less paperwork, less delay and possibly less time spent in the courtroom. The guidelines of the Independent Administration of Estates Act must be followed along with all court requirements and procedures. The ease is probably most notable in the sale of a home.
If the estate […]

What is a Probate Note Deficiency

Probate courts are often feared as a place that no person or family wants to be entangled in. Thoughts of a most unpleasant situation lasting for years filled with legal procedures and mountains of fees and costs are common. The probate court is not a place anyone would typically elect to go. With this said, the probate court can take even longer for those who are not familiar with the process. This is especially true with regards to probate note deficiencies.

Inside of California probate courts, there are employees of the court known as “Probate Examiners”. Many times they are attorneys, […]

What Are Probate Notes – California Probate

Probate Notes are a written review of a case prepared by the probate examiner prior to an upcoming hearing. The notes contain a brief summary of the case, including the names of the parties involved, the reason for the hearing, and the deficiencies if any. The examiner gives a recommendation or asks a question. The purpose is to make sure that everything has been handled properly and nothing is missing in the file. Probate notes are prepared anywhere from several weeks prior to hearing or as late as a day prior to a hearing. Probate notes might be reviewed and […]

What is an Inventory and Appraisal?

The State of California has hundreds of “Judicial Council” forms (forms that are adopted for universal use in courts within all 58 counties in California). These forms are broken into many major groups such as family law, civil, small claims, probate, criminal and more. An Inventory and Appraisal is both a process of listing estate assets for a formal valuation and a group of forms used typically in Probate, Conservatorship, and Guardianship cases within California.
Inventory and Appraisal – The Process
In Probate proceedings the Inventory and Appraisal is used to determine the value of an estate as to the date of […]

LDA Insider Secrets to Save You Money & Time

The family law clerks do not help people get through their legal process as efficiently as possible. Handling your own legal matters can cost a lot in wasted money and time. Our job is to save you both. We also save you the aggravation of finding and paying for a parking space and standing in long lines at the court. Here are some insider tips to make your legal process better that you probably don’t know:

Both parties do not have to pay a court filing fee to participate in a dissolution of marriage or a legal separation. The court filing […]