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The paperwork will ask for you to be officially acknowledged as the legal executor representing the estate Effectively resolved probate or trust administration also requires expert accounting and tax preparation Citrus Heights Probate Law You’ll also need to pay all applicable taxes,as well as file a final income tax return on the estate.
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With all claims,debts and expenses paid,you’ll give the remaining property to the rightful heirs and/or as the will directs Some assets are distributed to heirs by the court (probate assets) and some assets bypass the court process and go directly to your beneficiaries (non-probate assets) Citrus Heights Probate Law Estate Planning Attorney.
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In the case of a small estate,or if the decedent left his assets in trusts or gifted them prior to his death,probate may not be necessary Statewide Representation for Estate Planning and Probate Citrus Heights Probate Law Estate Planning.

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Notice must be given by first class mail or by personally delivering a copy to each person or entity at least 15 days prior to the hearing Each person should receive a copy of the “Notice of Petition to Administer Estate” showing the hearing date information Citrus Heights Probate Law 7649 Sunrise Blvd.STE: M,Citrus Heights,CA 95610 Trust Lawyer It is also recommended (but not required) that each person be sent a copy of the Petition for Probate with all attachments.
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In addition to the petition,you will need to file a valid will,if one exists,and the death certificate think Citrus Heights Probate Law Probate Lawyer judge 7649 Sunrise Blvd.STE: M,Citrus Heights,CA 95610.
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Once everything has been distributed,you will submit receipts and records of everything to the court and then ask for the estate to be closed and to be released from the role of executor estate.
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It is also recommended (but not required) that each person be sent a copy of the Petition for Probate with all attachments Citrus Heights Probate Law can handle all meetings or interactions with beneficiaries to fix issues and explain the workings of the trust which can be time consuming,challenging,if not downright exhausting Citrus Heights Probate Law Trust Lawyer.
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Then the court will schedule a hearing to approve the executor (or hear objections from other parties) Once everything has been distributed,you will submit receipts and records of everything to the court and then ask for the estate to be closed and to be released from the role of executor Citrus Heights Probate Law Estate Planning Lawyer.

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Written by Shirley Allen