Blog
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| Last Modified on Apr 23, 2026
Important Change In Medi-cal Recovery Rules
California’s Medi-Cal applicants and beneficiaries are often confused about their rights regarding Medi-Cal and are particularly concerned that the State of California will “take” (“claw-back”) their homes after they die if they received Medi-Cal benefits.…
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| Last Modified on Apr 23, 2026
What Happens If A Person Dies Without A Will?
My father has no Will. My Mother has no Will. What can I do to distribute my father’s or mother’s estate or a loved one’s estate if there is no Will? One must look to…
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| Last Modified on Apr 23, 2026
How Does Inheritance Affect My “means Tested” Supplemental Security Income (SSI) Benefits And/or My “means Tested” Medi-Cal Benefits?
About Supplemental Security Income (SSI) SSI is a financial safety net intended for people with limited income and assets who are at least 65 years old, disabled or legally blind. An inheritance will be counted…
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| Last Modified on Apr 23, 2026
No Living Beneficiary On An Individual Retirement Account (Ira)? What Now?
Even though many people hire lawyers to prepare wills and trusts they often fail to plan their IRA beneficiary designations. When someone dies owning an IRA, one of the most fundamental questions is who was…
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| Last Modified on Apr 23, 2026
How To Transfer A Car From A Decedent To An Heir With And Without Probate In California
The purpose of this article is to provide information on how to transfer a car that was owned by a decedent into the name of the rightful heir, whether it is within Probate, outside of…
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| Last Modified on Apr 23, 2026
Real Estate Not In The Trust Probate Or “heggstad Petition” New Developments
A problem arises when real estate that was intended to be transferred into the trust was not transferred into the trust by deed and title on such property did not reflect trust ownership on the…
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| Last Modified on Apr 23, 2026
California Small Estate Procedure
SUMMARY Depending upon the size and composition of the estate and the marital status of the decedent, different methods exist in California for the summary passing of title to estate property to the decedent’s successors…
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| Last Modified on Apr 23, 2026
Written Gift List (Outside Of The Will)
CALIFORNIA PROBATE CODE §6132 Before he died, my grandfather gave me his pocket watch. When I pass on, I want to leave the pocket watch to my son. Likewise, my wife received her mother’s wedding…
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Uncategorized
| Last Modified on Mar 10, 2026What Happens If I Inherit California Real Estate With A Recorded Deed Of Trust (Mortgage)?
In California home loans are secured by deeds of trusts. A deed of trust (sometimes called a trust deed as the terms are interchangeable) is a security instrument and functions for all practical purposes just…
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| Last Modified on Apr 23, 2026
How Do I Obtain A California Death Certificate?
To obtain a copy of any of a death certificate in the United States, write or go to the vital statistics office in the state or area where the event occurred. In California, you can obtain detailed…
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