Trust Attorney Serving Camarillo, Ventura County And All Surrounding Areas
If you have been named the personal representative of another person’s estate or the secondary trustee of a trust, you need legal advice. Only an experienced probate lawyer can help you identify your legal duties under California law and ensure that you follow them properly.
Attorney William S. Dunlevy in Camarillo, California, brings more than 40 years of experience to bear in estate administration and probate. He will guide you through each step of the process with compassion and a listening ear.
Trust And Probate Administration
Not all assets need to go through probate in California. For example, life insurance benefits and retirement savings accounts are distributed by beneficiary designation. Assets held in trust can be distributed directly to beneficiaries. Whether you need assistance with probate or nonprobate assets, however, you should have an experienced lawyer advise you. When handled incorrectly, probate can lead to added costs and disputes with beneficiaries.
It is your duty to follow the deceased’s wishes for the estate, as communicated by the estate plan. You also must pay legitimate claims and taxes. If you settle the estate without paying taxes or creditors, you may be legally held personally responsible for payment.
If you need to sell real or personal property, your attorney can advise you how to do so in accordance with California law.