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The California Probate Paralegal, Second Edition, is a comprehensive textbook for students and practicing paralegals in California. It covers the nuts and bolts of probate, estate planning and administration using a balanced approach of theory and application. The textbook includes the history of probate and estate planning, as well as the most current, up-to-date information about estate planning and administration. This textbook provides state specific statutes, rules, and procedures and step-by-step guidance in preparing California Judicial Council forms and pleadings. Forms and practical examples are used throughout the book as they apply to typical probate and estate issues a paralegal will face in the law firm. The book is written for all levels - students as well as practicing paralegals. Readers will enjoy this topical and easy to follow textbook and will refer to it again and again as a valuable desk reference in their daily work as a probate/estate planning paralegal. PowerPoint slides are available upon adoption. Sample slides from the full 30-slide presentation are available to view here. Email [email protected] for more information.
A Nolo bestseller, How to Probate an Estate unravels how to settle a simple California estate without an attorney. It provides all the tear-out forms and instructions necessary to: -- read and understand a will -- determine who gets property if there is no will -- transfer securities -- collect life insurance and other death benefits -- change title of real estate, securities and other possessions into the names of the new owners...and much more.
This book provides all of the forms, instructions, guidance, and tips you'll need to probate an estate in California. And even if you hire a lawyer to help, this book will give you a solid understanding of the process and allow you to do much of the work yourself.
The Model Rules of Professional Conduct provides an up-to-date resource for information on legal ethics. Federal, state and local courts in all jurisdictions look to the Rules for guidance in solving lawyer malpractice cases, disciplinary actions, disqualification issues, sanctions questions and much more. In this volume, black-letter Rules of Professional Conduct are followed by numbered Comments that explain each Rule's purpose and provide suggestions for its practical application. The Rules will help you identify proper conduct in a variety of given situations, review those instances where discretionary action is possible, and define the nature of the relationship between you and your clients, colleagues and the courts.
Learn the system, minimize fees When you’ve lost a loved one, the inevitable legal matters can seem difficult and confusing. Learning about probate and taking on some of the bureaucratic tasks yourself can provide clarity, peace of mind, and reduced legal fees. How to Probate an Estate in California explains how to handle a simple estate and makes clear which tasks you may be able to manage without a lawyer. Find out how to: determine who inherits property collect life insurance and other death benefits use non-court transfer procedures complete and file court paperwork pay bills and file taxes, and transfer property to heirs and beneficiaries. Whether you plan to do most of the duties yourself or expect to work with an attorney, How to Probate an Estate in California will save you time and increase your confidence when wrapping up your loved one’s estate. With Downloadable Forms We’ll show you where to find all the forms you need online—either on this book’s unique web page or on court websites (details inside).
This casebook focuses on California law and, with respect to trust material, the focus is on traditional trust doctrines, with the more salient California doctrines discussed where appropriate. California Wills and Trusts has numerous examples throughout, as well as ''notes'' that are often combinations of comments, examples, and broad questions based on note material. In addition, the analytical material covered in the earlier chapters is supplemented with dedicated problems. All pertinent statutory material is included in the text, so there is no need for a statutory supplement. The authors bring an interesting blend of backgrounds to the material -- Wendel contributes a traditional academic approach and Popovich incorporates his academic experience and hands-on practice in the field. The unique blend of theoretical and practitioner-oriented note material aids student learning and application.​
Written in clear, conversational English, this book can help anyone understand how a living trust avoids the complications, expenses, and delays of probate at times of incapacity and death.
How to Probate and Settle an Estate in California can help you understand, prepare for, and work through the steps necessary to handle both property that is subject to probate and property that is not subject to probate in the state of California.