Difference Between Power of Attorney and Conservatorship

Have you found yourself needing to care for a loved one who no longer can handle their own personal needs or finances? At A People’s Choice, we have helped California residents prepare power of attorneys or file a court conservatorship so they can handle the financial and medical desires of a loved one. But here's the problem. How do you know what process will give you the authority you need to handle your loved one's affairs? The following information is aimed at helping you understand the difference between power of attorney and conservatorship,

By |February 18th, 2021|Categories: Estate Planning, Probate|8 Comments

Filing a California Heggstad Petition

A Heggstad petition is used to legally declare that property listed on a trust schedule is nevertheless a trust asset, despite being formally omitted from the trust. If you need to transfer property to beneficiaries and want to save the estate from being fully probated, you may want to file a California Heggstad petition.

By |January 13th, 2021|Categories: Probate|32 Comments


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