Probates & Trusts
How to Administer
in Northern California
HOW TO PROBATE AN ESTATE
Step 1: Figure out who will be the estate representative.
Step 2: As estate representative, start gathering information and fulfilling your duties.
Step 3: Figure out who the heirs and beneficiaries are.
Step 4: Identify and make an inventory of the decedent’s property.
Step 5: Figure out the best transfer process for the assets.
How to Administer a Trust Estate
Step 1: Start gathering all official documents and records.
Step 2: As estate representative, start gathering information and fulfilling your duties.
Step 3: Figure out who the heirs and beneficiaries are.
Step 4: Identify and make an inventory of the decedent’s property.
Step 5: Figure out the best transfer process for the assets.
Northern California Trusted Referrals
Attorney at Law
David L. Brown, Esq (SB#200665)
Beyer Pongratz & Rosen
Attorneys at Law
Ph: 916-369-9750
South Bay Office
777 N. 1st Street
San Jose, CA 95112
Sacramento Area Office
3230 Ramos Circle
Sacramento, CA. 95827
Real Estate Broker
Keith Bergevin (DRE#01400689)
Real Estate Broker Associate
Intero Real Estate Services (DRE#01354442)
496 1st Street, Suite 200
Los Altos, CA 94022
Ph: 408-394-6201
650-254-6820
BLOG
Here are answers to frequent and infrequently encountered situations.