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Palm Desert | Coachella Valley Estate Administration Attorney

Coachella Valley Estate Administration lawyers

SBEMP ATTORNEYS LLP

Our dedicated team, equipped with a deep understanding of probate, estate, and trust laws, will not only guide you step by step but also assist you with complicated issues related to taxes, liabilities, probate disputes, and the distribution of estate and/or trust assets. With our extensive experience and commitment to providing personalized legal counsel, you can count on us to manage the administrative tasks while allowing you time to deal with the personal matters that inevitably arise. Contact us today and learn more about how our team can assist you in effectively and compassionately administering your loved one’s estate. Let us be your guide in this difficult journey to ease the stress of legal procedures and offer the support you need.

Free EBook

The Essential Guide to Estate Planning in California

The SBEMP Trust, Estate and Probate Litigation Team has prepared The Essential Guide to Estate Planning in California and we’re offering it to you at no cost.

Trusts and Estates

Trust and estates are legal entities that manage the distribution and administration of a person's assets during their lifetime and upon their death.
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Real Estate

Real estate comprises a significant portion of an individual's wealth that can be transferred or distributed to heirs or beneficiaries upon their death.
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Conservatorship

Conservatorship in estate administration involves designating a trusted individual to manage your affairs and make decisions on your behalf should you become incapacitated.
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Probate

The legal process of administering the estate of a deceased person by resolving all claims and distributing the deceased person's property under a valid will.
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Estate Administration

Estate administration is the process of managing and distributing a person’s assets (the ‘estate’) after their death. This may sound simple enough, but it often involves navigating a series of legal complexities. Ensuring debts and taxes are paid, properties are distributed correctly, assets are appraised, and probate court protocols are followed are just a few of the elements involved.

Living Trusts

Living trusts are legal entities created by individuals to manage their assets during their lifetime and distribute them upon their death. A person, referred to as the grantor, transfers ownership of their assets into the trust, and a trustee is appointed to manage the trust. The primary benefits of a living trust are avoiding probate, which can be a lengthy and expensive process, and maintaining privacy, as the contents of a will are made public upon the grantor’s death while the details of a living trust are not.

Probate

Probate refers to the legal process that takes place after an individual’s death, where the authenticity of their last will is verified. It includes identifying and inventorying the deceased person’s assets, appraising the assets, ascertaining and paying valid debts, ensuring all tax returns have been filed and no taxes are owing, and distributing the remaining property as the Will (or as pursuant to intestate succession law, if there is no will) directs.

Power of Attorney

A power of attorney in estate administration is a critical document that grants someone the authority to act on your behalf in case you are unable to make decisions due to either temporary or permanent incapacity. Your appointed agent is referred to an Attorney-in-Fact or Agent. In the case of a financial power of attorney document, your agent is empowered to make financial decisions that may include managing your assets outside of your trust, paying your bills, and managing your investments. In the case of a healthcare directive, you agent is authorized to make healthcare decisions on your behalf including end of life.