Our experienced probate lawyers at Bridgford, Gleason & Artinian are dedicated to guiding individuals, families, and executors through contentious matters or the administration of estates and probate proceedings. We understand that probate disputes can be emotionally charged and can ensure a smooth and efficient resolution. To arrange a free consultation, call (949) 831-6611 or send us a message online today.
Why Choose Our Probate Lawyer?
- Our team of trust and estate attorneys provides compassionate support, guiding you through the process with empathy and sensitivity.
- Our attorneys are skilled negotiators and litigators who will vigorously advocate for your rights and interests. We are prepared to take your case to court if a fair resolution cannot be achieved through negotiation.
- We will take the time to understand your concerns, explain your options, and develop a tailored strategy that aligns with your goals.
When is Probate Necessary?
In California, probate is generally necessary under the following conditions:
- Assets Held in the Deceased’s Name Alone: If the deceased person owned assets solely in their name without joint ownership or beneficiary designations, those assets typically need to go through probate. Common examples include real estate, bank accounts, vehicles, and personal belongings.
- Estate Value Exceeds a Certain Threshold: Probate is generally required if the gross value of the deceased person’s estate exceeds $184,500, excluding assets that are exempt from probate.
- No Estate Planning Measures in Place: If the deceased person did not establish a revocable living trust or other estate planning tools to avoid probate, their assets will likely need to go through the probate process.
Certain assets are exempt from probate in California, such as assets held in joint tenancy with the right of survivorship, assets with designated beneficiaries (e.g., life insurance policies, retirement accounts), and assets held in a living trust.
Potential Probate Disputes
Probate disputes can arise in various situations during the administration of an estate. Some potential probate disputes include:
If you believe that a will is invalid due to undue influence, lack of capacity, fraud, or other grounds, our probate disputes attorneys can assist you in contesting the validity of the will. We will thoroughly investigate the circumstances surrounding the creation of the will and present compelling arguments to support your case.
Breach of Fiduciary Duty
Executors, administrators, and trustees have a fiduciary duty to act in the best interests of the estate and its beneficiaries. If you suspect that a fiduciary has mismanaged estate assets, acted negligently, or engaged in self-dealing, our attorneys can help you hold them accountable and seek appropriate remedies.
Disagreements over the distribution of assets can arise during the probate process. Whether it is a dispute over specific property, financial accounts, or other assets, we will protect your rights and advocate for a fair resolution.
When conflicts arise among beneficiaries regarding their entitlements or the interpretation of the will or trust provisions, our attorneys can provide guidance and representation.
Trusts can be the subject of disputes, mainly when beneficiaries believe the trustee has acted improperly or failed to fulfill their duties. Our attorneys are experienced in handling trust disputes and can help you navigate the complexities of trust administration.
Speak to a Probate Lawyer Today
If you are interested in discussing a probate matter or beginning the probate process, contact Bridgford, Gleason & Artinian. We offer free consultations; call (949) 831-6611 or send us a message online.