Helping You After You Lose A Loved One
Losing a loved one is never easy. While you grieve, there are still tasks to do. Your loved one’s belongings must be administered and their estate settled through proper procedures. This can be an upsetting and complicated matter to deal with.
At Jarrette & Walmsley, LLP, our attorneys understand that you are mourning the loss of someone you loved. We will aid you throughout the probate process and guide you through this difficult time.
What Is Probate?
After a loved one passes on, their estate will be examined and distributed. Assets will be transferred using the probate process. Probate takes place whether or not your loved one had a will. The interests of the state, any heirs and all creditors and the wishes dictated in the will are all taken into consideration during the process.
Probate aims to complete two basic steps:
- Pay off all debts
- Transfer all assets to the appropriate beneficiaries
What Is The Probate Process?
There are several important steps to the California probate process. While probate is unique to each estate, the basic steps remain the same:
- Petition to open probate
- Identify and categorize assets
- Determine the value of assets
- Notify creditors
- Review any creditor claims
- Calculate estate taxes
- Pay off debts
- Transfer assets
In some cases, individuals may contest the will. If someone challenges the will and distribution of assets, we will advocate for your best interests.
Other Estate Matters
There are several different factors that can influence a court to appoint a guardian or conservator. A guardianship may be granted if there is evidence of verbal, physical, or emotional abuse by one or both parents, or if the parents are physically or financially unable to care for the child. A limited or full conservatorship is appropriate where an adult is unable to make sound medical, financial, or social decisions.
Count On Us Today
If you have lost a loved one and were named the executor in their will, their will did not name an executor or the executor has not taken action, we can assist you. With offices in Los Olivos and Santa Barbara, we are equipped to guide you through this time of grieving. If you have concerns about a relative and their ability to make decisions regarding their estate, finances or medical care, we assist with conservatorship and guardianship matters. Call 805-697-7390 to schedule a consultation with us today.