Sacramento Probate Lawyer

Probate Lawyer Sacramento, CA

probate lawyer sacramento, CATo effectively manage the estate of a loved one, you may want to hire a probate lawyer Sacramento CA residents can trust. By doing so, you may alleviate overwhelming feelings of confusion, while receiving valuable advice on how to proceed in the organization of an estate.

Hiring a Probate Lawyer in Sacramento CA

The Law Offices of Yee Law Group Inc., PC offers probate legal services to assist in the creation and execution of wills, as well as the management of estates. Through many years of mentoring, education, and practical experience, we have developed the skills needed to advise Executors and beneficiaries of estates to best settle the affairs of those who are deceased or deemed otherwise incapacitated. By hiring a Sacramento CA probate lawyer, you may potentially avoid the drama and turmoil that is often associated with probate court matters and legal proceedings

What Does a Top Probate Lawyer Sacramento CA Offers to Do?

A probate lawyer, also known as an estate attorney, is responsible for assisting a personal representative of an estate through the process of probate. Every step involved in probating an estate is dependent upon the local laws of where the descendent resided upon their death, as well as any other state where he or she owned real estate. Once all important documents have been gathered, your probate lawyer may develop a workable plan, which assists in the distribution of assets and property. A lawyer may also:
  • Pay debt or taxes
  • File state and federal tax returns
  • Oversee funeral costs
  • Locate next of kin
  • Distribute retirement benefits
  • Contest probate disputes
  • Offer legal counsel in probate-related wrongful death claims

Going to Probate Court

When a person has died, or is no longer able to make sound decisions about their estate, the parties involved may be required to go to probate court. Having a Sacramento CA probate lawyer by your side may be highly beneficial, and may give you peace of mind knowing your interests are being looked after in a dutiful manner. Probate court involves a judge, but no jury. The judge will review the case and assist in the settling of affairs that were left behind.  A probate lawyer Sacramento CA families trust may try to accomplish the following during probate court:
  • Prove the deceased or incapacitated person’s will is valid
  • Appoint a person to be in charge of inventorying and distributing assets, and the payment of debts
  • Agree to pay any outstanding debts or taxes
  • Resolve disputes that could arise (i.e. who gets what personal property)
  • Distribute the remaining property as the will directs

What Do Probate Lawyers Do?

The Benefits of Hiring a  Probate Lawyer Sacramento CA Respects

Entrusting a probate lawyer to assist in the precarious nature of estate affairs may be very beneficial. A probate lawyer in Sacramento CA may help to:
  • Give you options for the probate, and ensure you have a say in making sure things are taken care of according to the wishes of the will.
  • Provide perspective through the ability to have multiple people look at the issues from an unbiased point of view.
  • A probate lawyer Sacramento CA trusts may help to maintain a steady process, enabling it to be resolved as hastily as possible.

Scheduling a Consultation with Yee Law Group Inc., PC

The Law Offices of Yee Law Group Inc., PC., provides legal advice to our clients across a broad range of complexities associated with probate law and its processes. As trusted advisors, we are here to walk clients through the probate process, and assist in the resolution of financial matters and estate distribution. To schedule a consultation with a probate lawyer Sacramento CA residents rely on, call 916-927-9001

Need a Probate Lawyer? Here Are 5 FAQs to Help You Decide

Probate can be a complicated process, which makes it all the more important to find the right probate lawyer to help you through it. If you’re planning on hiring one, you’ll want to know as much as possible about what they can do and who they are before making your final decision. To get started, here are five frequently asked questions about probate lawyers that may help you figure out if one of them will be able to help you with your situation.

1) What Are the Benefits of Hiring a Probate Lawyer?

Any family that has dealt with an estate or is going through probate will tell you that it’s not as easy as it seems. Without proper legal advice, mistakes can easily be made and cost both time and money. Hiring a probate lawyer can help you avoid costly errors and make sure everything is done correctly.

2) Why Do I Need a Probate Lawyer?

This is probably something you’re thinking about if you’ve been named in someone’s will, whether it be as an executor or as an heir. If your deceased relative lived alone, was not married and did not have children, then you will probate his or her estate through what is known as probate court. This court process allows heirs of a will to receive their inheritance in accordance with that document. If there is no written will (known as intestate), then heirs can be determined by state law. A probate lawyer will be able to help you either as an executor, heir, or someone having to go through probate for a loved one that has passed away. They know the process inside and out, so you can feel confident you are following the wishes of your loved one.

3) Can’t I Just Settle My Relative’s Estate by Myself?

The short answer is, maybe. But it’s likely that only an attorney will be able to tell you for sure. If your relative died without leaving a valid will (called intestate), then whoever has been appointed as personal representative in his estate is obligated to probate his will in court. So if you are not the executor of the estate, then you need to hire a lawyer before taking any action on behalf of the estate.  Plus, just because the estate is small doesn’t mean it can’t get complicated quickly. For example, say you’re a beneficiary who wants to collect your share of the inheritance immediately and sell some property at a bank auction so you can use the money right away. Then one day after signing up for these transactions and putting down earnest money or deposits, you learn that there were several other beneficiaries who also want their share now, and they’re claiming different shares than what was spelled out in the will. Suddenly your inheritance is tied up in a legal dispute and going nowhere fast. That would have never happened if you had hired a probate lawyer from the beginning to handle all of this for you!

4) How Much Does It Cost to Hire a Probate Attorney?

There’s no such thing as a standard probate fee. The cost of your lawyer will depend on factors like where you live, how much money is involved in your case, and whether it’s contested. Once we know what you’re working with, we can give you an estimate.

5) How Can I Find the Right Local Probate Attorney for Me and My Family?

The right probate lawyer can help you clear up your estate and settle your assets. Yee Law Group, P.C. is here for you! We offer experienced legal counsel in wills, trust administration, guardianship and conservatorship proceedings, and real estate transactions; contact us today.

Strategies to Avoid Probate and Simplify Estate Planning

As a Sacramento, CA probate lawyer is strongly familiar with, going through probate is a tiresome and inconvenient process. Thankfully, there are several effective strategies available to help you avoid probate and streamline the estate planning process. Consulting a probate lawyer is crucial to navigate the complexities of estate planning, minimize disputes, and ensure legal compliance. In this listicle, we will explore four smart ways to bypass probate, allowing your assets to be distributed smoothly and efficiently.

Establish a Living Trust:

A living trust is one of the most effective and useful estate planning tools. A living trust allows you to transfer ownership of your assets to the trust, with yourself as the trustee. By doing so, your assets are no longer considered part of your estate when you pass away, and they can be distributed directly to your chosen beneficiaries. A living trust offers privacy, flexibility, and the ability to manage your assets during your lifetime, making it an excellent alternative to probate.

Designate Beneficiary Designations:

Many financial accounts and assets, such as life insurance policies, retirement accounts, and payable-on-death bank accounts, allow you to name beneficiaries directly. By designating beneficiaries, these assets will pass directly to them upon your death, bypassing the probate process entirely. Ensure that your beneficiary designations are up to date and accurately reflect your wishes. A Sacramento probate lawyer can stress how it is important to review your beneficiary designations after major life events like marriage or the death of a loved one.

Joint Ownership with Rights of Survivorship:

Establishing joint ownership of rights of survivorship is a commonly used way to avoid probate. This is commonly done with real estate and bank accounts. When one owner passes away, the ownership automatically transfers to the surviving owner(s) without the need for probate. However, be cautious when considering joint ownership, as it involves sharing control and responsibility with the other owner(s) while you are alive.

Utilize Small Estate Procedures:

Many jurisdictions offer simplified procedures for estates that meet specific criteria. These procedures are often available for estates with assets valued below a certain threshold, typically ranging from a few thousand to a few hundred thousand dollars, depending on the jurisdiction. If you use small estate procedures, you can make the probate process less complicated, more streamlined and efficient. These procedures may involve filing a simplified affidavit or a shortened probate process, significantly reducing time and costs. By employing these smart strategies, you can avoid probate and simplify the estate planning process for your loved ones. Establishing a living trust, designating beneficiaries, utilizing joint ownership, and taking advantage of small estate procedures are effective ways to ensure a smooth and efficient transfer of assets upon your passing. Remember to consult with an experienced estate planning attorney to determine the best approach for your unique circumstances. Learn how you can plan ahead and avoid probate by meeting with a skilled probate lawyer from Yee Law Group Inc. who is ready to offer you legal assistance.

Client Review

“I was recently working on a tough real estate deal with the Yee law group. They went above and beyond for the clients and took an impossible issue and fixed it. If there is one thing that I recommend, that is to get an estate plan so you won’t be faced with this type of issue and the Yee law group is the place to turn to. If they could fix this, they know how to plan for it in your estate plan. These guys are rock stars in my book.” John Cooper Client Review