Many people understand the importance of reviewing their living trust, wills and other estate planning documents after a divorce. But how many people don’t think about it before they get married? Just because a spouse isn’t named as a beneficiary, doesn’t mean they’re not entitled to part of the estate. I recently came into contact with someone who needed help with their sister’s probate. The deceased sister prepared a will, then later got married and did nothing to update her will or estate plan. When she died, not too long after her marriage, her siblings who were her beneficiaries in […]
Have you ever heard someone (maybe even you) say, “It doesn’t matter, it’s just a piece of paper”. We have helped to clean up some nasty messes that could have been avoided with “just that piece of paper”.
Recently an elderly Los Angeles woman was stunned to find out that the house she had been living in for 27 years didn’t really belong to her. She found out just before the auction. She told an L.A. Times reporter that she lived with the man she specifically referred to as her “husband” who owned the house before he died. But they were […]
The following article published by the Federal Trade Commission says that generally an attorney is required to be used for the preparation of your living trust. Fortunately because California is consumer friendly, an attorney DOES NOT have to be used to prepare Living Trusts in California. California legitimized the legal document preparation profession over 0 years ago with SB1418. A legal document assistant must be bonded and registered with the county clerk to prepare legal documents for the consumer. However consumers still need to make sure they are informed and with all the excellent resources and information on the internet, […]