Probate & Trust Administration
Our firm’s singular and dedicated focus to complex issues of probate, trusts and estates allows you to have the confidence to know that your responsibility as a Successor Trustee or Personal Representative will be handled professionally, efficiently and cost-effectively.
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Satisfied Client Stories
"MAX ALAVI MADE THE PROCESS OF CREATING A FAMILY TRUST VERY EASY. HE WAS ORGANIZED AND WAS ABLE TO ANSWER ANY QUESTIONS I HAD QUICKLY. HE TREATED ME WITH RESPECT AND ASKED THOUGHTFUL QUESTIONS ABOUT WHAT I WANTED. IF YOU NEED A FAMILY TRUST I RECOMMEND MAX ALAVI HIGHLY WITHOUT ANY RESERVATIONS."
"VERY PROFESSIONAL SERVICE. MAX WAS WONDERFUL! HE ANSWERED ALL OF OUR RIDICULOUS QUESTIONS AS MY HUSBAND AND I HADN'T EVER THOUGHT OF HAVING A TRUST AND HAD NO IDEA WHAT WE WERE DOING. IT WAS A VERY SIMPLE PROCESS, AND HIS OFFICE WORKED WITH US TO SCHEDULE APPOINTMENTS WITH OUR CRAZY SCHEDULE. WITH OUR GROWING FAMILY IT'S GREAT TO KNOW THAT OUR CHILDREN WILL BE PROTECTED IF SOMETHING HAPPENED TO ME AND MY HUSBAND, AND WE CAN THANK MAX FOR THAT FEELING OF PROTECTION!"
I FOUND MAX TO BE PATIENT AND RESPONSIVE TO OUR REQUESTS. IT TOOK A WHILE TO GET EVERYTHING IN ORDER SINCE WE LIVE OF-OF-STATE AND COULD NOT SIGN EVERYTHING IN LESS TIME. I WILL RECOMMEND MR. ALAVI TO MY CO-WORKERS WHEN THE SUBJECT OF LIVING TRUSTS COME UP.
MAX CAME TO MY WORK TO GIVE A PRESENTATION ON HIS SERVICES. HE WAS VERY PROFESSIONAL AND TOOK AS LONG AS WE NEEDED TO ANSWER ANY QUESTIONS WE HAD ABOUT HIS SERVICES. HE PUT THINGS IN A VERY EASY TO UNDERSTAND LANGUAGE AND MADE SURE HE DID NOT TALK ABOVE HIS AUDIENCE. I HIRED MR. ALAVI TO EXECUTE A LIVING TRUST FOR MY WIFE AND I. THROUGHOUT THE ENTIRE PROCESS HE WAS VERY PATIENT AND MADE SURE WE UNDERSTOOD EVERYTHING WE WERE INCORPORATING INTO THE TRUST. DEALING WITH MAX WAS A BREEZE AND I WOULD RECOMMEND HIM TO ALL MY FRIENDS AND COWORKERS.
- Provide Notice to all interested parties;
- Validate or prove the will;
- Identify and Appraise Assets;
- Resolve Creditor Claims;
- File Taxes; and
- Distribute the assets to beneficiaries.
- Giving Notice to beneficiaries and other interested parties;
- Taking Inventory and Identifying trust assets;
- Appraising and Managing Trust Assets;
- Resolving Creditor claims;
- Filing tax returns; and
- Accounting and Distribution.
- Providing Notice: The personal representative must mail notice to everyone included in the will (if will exists), all heirs of the deceased person, and potential creditors;
- Validating the will: If a will exists, the personal representative must be prove that it is the deceased persons last will and testament (unless it is a self-proving will);
- Identifying and Appraising Assets: The personal representative must take possession of all assets subject to probate.
- Resolving Creditor Claims; all creditor claims must be resolved prior to distribution of assets.
- Filing Taxes: This includes any estate taxes or personal income taxes of the deceased person; and
- Distributing assets to beneficiaries: this can include preparation and filing of deeds or title transfer documents.
- Giving Notice: The trustee must give notice of the trust administration to all legal heirs and beneficiaries. Notifying Social Security, banks, brokers, insurance companies, and other relevant parties of the death is also prudent;
- Taking Inventory of trust assets: The trustee must identify all trust assets, and obtain appraisals as soon as reasonably possible. A trustee must ensure that assets are not lost, stolen or destroyed;
- Management of trust assets: As a fiduciary, a trustee must invest assets in a prudent and reasonable manner.
- Resolving Creditor claims: failure to pay creditors can result in personal liability for the trustee;
- Filing tax returns: The trustee has a duty to file all tax returns, including estate taxes and personal income taxes of the deceased person; and
- Accounting and Distribution: Trustees have a duty to prepare a trust accounting in accordance with the California Probate Code, and take the necessary steps to distribute assets (including preparation of deeds, and title transfer);