It is important to remember that an error can occur at any stage of the probate process, even when the case is being closed. Even if there are no disputes or objections to resolve, fixing a mistake in the probate can be time-consuming and costly. Below are a few examples of mistakes personal representatives commonly make in winding up the administration of an estate:

  • Failing to provide proper notices to the required parties and agencies
  • Failing to list all of the estate’s assets
  • Submitting an inadequate accounting
  • Inadequately describing the assets to be distributed to the beneficiaries
  • Failing to describe the manner in which the assets of the estate will be distributed
  • Forgetting to include a statement describing all of the creditor’s claims activity
  • Failing to submit a proposed Judgment of Final Distribution

California law has many rules and procedures that must be followed closely during a probate action. If you need assistance handling a probate case, contact The Legacy Lawyers immediately. To set your appointment right away, please call us at: (714) 963-7543. You will not get the “typical law firm” feel from our office. We are different. Our systems are designed to save you time, to save you money, and to put you in control. At The Legacy Layers we are dedicated to your peace of mind.