Probate, Estates & Trust Administration
Your Estate Administration Advisors
If a loved one has died, you are going through a difficult and emotional time. If that person has left you in charge of an estate or a trust, you may be unsure of your responsibilities and concerned about how to properly honor his or her memory by implementing the wishes of the deceased.
We can help. At Schmiesing, Blied, Stoddart & Mackey, based in Santa Ana, California, we provide personalized legal advice for executors of estates in probate, as well as trustees in trust administrative settings. Our probate attorneys have from 25 to 40 years of experience with the probate of wills, the post-death administration of trusts, and the successful winding up of estates. Contact us to discuss how our lawyers can assist you.
Guiding You Through the Probate Process
Probate is the legal term for the process of taking the estate of someone who has died through the court system in order to wrap up the person's financial affairs. If there is a will, it normally appoints an executor to serve as personal representative of the estate; otherwise, the court will appoint an administrator.
We assist executors and administrators with the fulfillment of all their probate duties, including confirmation of title, resolution of community property issues, preparation of Form 706 (the federal estate tax return) and compliance with exemptions on taxation of real property transfers under California Proposition 13.
For more information, please follow this link to our probate administration page.
Helping You Fulfill Trustee Obligations
If you have been named trustee in charge of administering the trust of a loved one or associate, we can help you ensure that you are in full compliance with the legal responsibilities involved in that position, including trust accounting, management of trust assets and distribution of trust assets. For more information, please visit our trust administration page.
The responsibility of fulfilling someone else's wishes is a serious one. Let us help you make the task easier with skilled, understanding legal counsel. Contact us today.
Securing Representation for Will Contests
Unfortunately, it is sometimes the case that disputes arise over the administration of an estate. One or more interested parties may believe the will was not genuine or was procured through duress, and they may choose to contest the will.
If you are involved in a will contest, we can partner with highly qualified probate litigation attorneys to pursue a resolution of the dispute.