When a loved one passes away, it can be a very difficult time. In spite of a person’s best efforts to clarify their wishes before their passing, disputes can arise. When disputes occur between the executor or trustee of an estate and the potential beneficiaries of a will or living trust, this already difficult time becomes unbearable. Conflicts among the family often magnify the emotions surrounding legal battles in general. Although litigation may be unavoidable, we are always sensitive to the dynamics involved in family relationships. The LAW OFFICE OF BRUCE PEOTTER works to understand the true intentions of the decedent, and honor his or her last wishes. We work closely with relatives and potential heirs of an estate to resolve disputes over contested property, bank accounts, real estate and personal property. We also assist beneficiaries to ensure that the Trustee or executor is performing all of his or her fiduciary duties during administration. At the LAW OFFICE OF BRUCE PEOTTER, we are committed to upholding our client’s best interests and defending the wishes of the decedent.
We realize that each case is different and unique in its own way, so when disputes arise, the LAW OFFICE OF BRUCE PEOTTER can help you consider reasonable options to resolve them, while providing an understanding of the sensitive nature of the case. The LAW OFFICE OF BRUCE PEOTTER understands the many complexities and emotional factors that are involved in a contested matter. We work to ease families’ confusions and frustrations to make this difficult process as easy as possible.
When someone passes away, it is usually a very difficult time for family and loved ones. It can also be a very stressful time between planning a funeral and trying to settle the estate of the decedent. More of us are facing these tasks as our parent’s age and die. Some of us are helped by parents who are thoughtful and organized and who have created an Estate Plan. Others must deal with unexpected deaths or loved ones who failed to plan properly and leave financial chaos behind. Even people who keep good records can leave challenges and difficulties for their survivors. One question you might be wondering is what do I do when someone dies? How do I go about settling and administering their estate? If you had a loved one that recently passed away, the LAW OFFICE OF BRUCE PEOTTER can help you with the administration of the estate, whether they died with or without any Estate Planning documents.
Usually, one person is appointed to serve in settling an estate. If your parent had a will it should specify who is to serve as the executor or personal representative. If your parent had a trust it should specify who will serve as successor Trustee. The person named is responsible for making sure creditors are paid, assets are distributed and estate tax returns are filed. If you have been appointed as either the personal representative of successor trustee of an estate, and you need assistance to ensure that you are fulfilling your fiduciary duties, contact the LAW OFFICE OF BRUCE PEOTTER.
If your parent died without a will or trust, California Laws will indicate who’s in charge: usually a surviving spouse, if there is one, or an adult child or parent. A court hearing will be held to appoint someone, and there could be a battle if more than one person wants the role. If your parent or someone you know dies without a Will or a Trust, LAW OFFICE OF BRUCE PEOTTER can help you with the administration process.