FAST AND PAINLESS
PROBATE & tRUST
LOSING A LOVED ONE IS DEVASTATING,
AND PROBATE CAN BE A NIGHTMARE.
Our mission is to help families settle their loved one’s affairs by providing empathetic and effective guidance throughout the legal and administrative processes that are required after someone passes.
Our FAST, PAINLESS Probate & Trust Administration Solutions were designed to serve the needs of clients during one of the most difficult times in their lives. This means NO UPFRONT FEES OR COSTS for Probate Administrations, and unlimited access to our firm’s attorneys, paralegals, and support staff throughout the process at no additional charge.
We recognize that it is a privilege to be entrusted with our clients’ most precious matters, especially during the most difficult times in our clients’ lives, and our practice is a direct reflection of that principle.
OUR FAST and PAINLESS PROCESS
Client Discovery & Case Strategy
Your journey begins with a confidential, same-day case assessment with our attorney. If you decide to hire our firm, the next step in our process is Client Discovery. During this phase, we’ll learn about your loved one who has passed away, your family (including siblings, other potential heirs, and interested parties), and the real estate and other assets your loved one left behind. Based on your objectives, we’ll then formulate a Case Strategy and Roadmap so you have a clear sense of where you’re going and how long it will take to get there.
Case Initiation & Appointment
The next phase in your journey is Case Initiation. During this phase, we’ll prepare several legal documents to begin the administration process and get you appointed as the Administrator, Executor, or Successor Trustee of the Estate or Trust you are settling. During this period, we’ll notify interested parties, including governmental agencies as required, and we’ll prepare you for your appointment as the representative of the Estate or Trust. Once appointed, you’ll have the keys to the Estate or Trust you’re administering.
Marshaling of Assets & Liabilities
Now that you have the keys to the Estate or Trust you’re administering, we’ll work with you to identify the assets and liabilities of the Estate or Trust. Once we have a clear picture, we’ll create an Inventory & Appraisal to provide transparency to the court and other interested parties. We’ll collaborate with you to create a Creditor Strategy that responsibly satisfies creditors that are legally entitled to payment under applicable law. We’ll then design a Proposed Distribution Plan that outlines an equitable distribution of the remaining assets based on the Probate Code (if there is no Will) or the terms of the Will or Trust.
Distribution & Planning
Once the plan is approved by the court (for Probate cases) or the beneficiaries (for Trust cases), we’ll guide you through the process of actually distributing assets to those inheriting from the Estate or Trust. This includes transferring title to real estate, liquidating bank accounts and other financial assets, and giving out specific gifts of personal items (jewelry, family heirlooms, etc.). After fulfilling your duties successfully, you’ll resign from your role. We’ll then discuss estate planning for those inheriting so their own families can avoid a costly Probate Administration and ensure a smooth Trust Administration in the future.
Whenever you are looking for legal services, you always want to cross-check if there is even a need for that or not. Here we offer you the licensed and experienced estate probate attorney, estate probate lawyer, estate planning lawyer, estate planning attorney, and an assured probate law firm.
In case of your clarifications, let us tell you the services elaborately. Why do you need licensed estate lawyers or estate probate attorneys for settling up your deceased loved ones?
Probate & Trust Administration Attorney
AND PROBATE CAN BE A NIGHTMARE.
When the Trustee forms a trust, they always appoint their successor as the Trustee ( usually the nominated persons are the family members). However, in case of incapacity or death, trust administration duties come on the first Trustee.
Usually, the successor trustees are unaware of trust instructions and what process needs to be followed. In such a situation, an experienced trust administration attorney must explain all the details, steps to be taken care of for tax treatment and not miss any duties assigned for the fiduciaries.
Various complex things need to be figured out while administering a trust. That is why even the professional Trustee chooses to be assisted by an attorney. This directly reduces the stress and liabilities of making any legal mistake, such as seeing the subtrusts, trust assets, tax deductions, and minimizing or eliminating the taxes imposed on the estate.
People usually question the time the process of trust administration can take. The process is explained hereunder –
These can be determined as five basic steps-
Asset inventory should be completed before the process of trust administration begins. However, it could not be easy to do it afterward according to the size of the prior organization and the descendants’ asset complexity
Then, within nine months, the 706 estate tax returns should be filed. If you are looking for extension filing, it should be done within 15 months. There is a provision where the decedent spouse, in cases of illness or probability of passing away before the given deadlines, the 706 forms can maximize the tax advantage for the estate.
Also, the last step of distributing assets cannot occur before the IRS certifies the acceptance of returns. Thus, it could take from 6-8 months or even more than three years.
Estate Probate Attorney
A legal proceeding for settling the validation of the estate will be required. Because it is a complex process, and only an experienced probate law firm can direct you through that.
Even if your loved one passed away without a will, they are called intestate. This will also require the estate to go through probate. Probate is required as the final accounting after death to prove the will is valid.
The process of probate is court-supervised. According to the will, the deceased person’s assets are distributed to their owners. In such a process, many essential and legal decisions are required, in which our estate probate attorney will guide you like paying bills, preparing tax returns, and maintaining financial records.
In a short and precise way, the estate probate lawyers assigned to you from our probate law firm will quickly guide you through the distribution. Also, their guidance on the will to identify the property dividing would be easier for the individual owners.
The estate probate attorney takes over the charge of the process given below:-
Estate probate lawyers will ease the burden on you and your family. The probate attorneys also work as the estate planning lawyer. They can help you draft wills, guidance in trust, and apt advisers to assist the power to attorneys. In case of no wills, the estate probate lawyers can guide you further for the state’s intestacy laws.
The law might differ according to the relations of estate and state-to-state laws. Therefore, if someone wants to add themselves to the estate administrators, they must take the assistance of the estate probate attorney on renunciation.
This is a legal statement of renouncing the administrator’s right from the estate. In this, the attorney will secure all the required documents and papers required to be present in court.
All of this happened when the deceased left the estate without making a will, so completing the process without any mistakes, the attorney plays an essential role in fulfilling the responsibilities to reduce stress.
If you are still thinking about the reason for taking assistance of probate lawyer, then here are the reasons:-
Most importantly, in such situations, the attorney makes wise and quick decisions that only a professional and practiced attorney can successfully achieve. Administering on the distribution of estate always requires legal assistance, as the will needs to be executed according to directions.
Here in our probate law firm, we believe in answering your questions by giving you complete knowledge. Therefore, we give you details regarding all the deadlines of taxes, notices by govt., beneficiaries distribution.
Guidance with easing your stress is our motive of service. We have specialized attorneys for that, and every case has different issues; it is crucial for taking professional legal guidance. So in case of any doubts or clarification or further guidance – you can call us anytime at (626) 410-6180. We will be happy to help you in clearing your doubts with professional as well as experienced lawyers.
Why trust SLG?
No Upfront Fees or Costs for Probate Administrations
We advance probate costs for our clients so they don’t have to deal with an additional financial burden on top of the emotional and legal burden they’re already facing. And our attorneys’ fees are deferred, so we’re not paid until the end of the process.
We bring connection, empathy, and humanity to a process that can feel cold and transactional.
We are elevating the status quo with concierge-level service and a tailored, comprehensive approach.
We are committed to Probate & Trust Administration as a practice area – it’s not a part-time/retirement gig for us or something we handle sporadically if a case happens to land on our desk.