How Can an Attorney Assist an Estate Executor in California? 

 Posted on March 21,2024 in Probate / Estate Administration

When someone passes away, their assets and estate need to be managed and distributed according to the wishes set forth in their last will and testament. An executor is appointed to carry out these responsibilities, ensuring everything is handled smoothly and legally. Many estate executors are family members of the deceased, and may not have experience with the complex laws surrounding the probate process. In California, an attorney is a valuable resource for an estate executor, providing guidance and support and helping the executor avoid missteps and confusion.  

With 35 years of experience, Attorney Schechet at Law Office of David Schechet is among the most talented and respected legal professionals in California estate planning law. For executors seeking legal guidance, Attorney Schechet is a legal professional whose knowledge and experience are second to none. Whether your case is highly complex and involves high-value estate planning instruments, or whether you are going through the probate process with a simple, straightforward will, our office is here to help.

What Exactly is an Executor?

When a person passes away in California, the estate he or she leaves behind must be distributed according to California probate law. The person responsible for overseeing the distribution of the estate will be named in the will as the personal representative of the estate. And when someone is named personal representative of the estate, they are referred to as the “executor.”

What if I Am an Executor But I Do Not Know the Law?

Navigating the legal requirements of estate administration can be very hard, especially in California, which has complex laws and regulations. Fortunately, you do not need to become an expert in inheritance and estate law overnight. An attorney can provide valuable guidance and advice, ensuring that all legal obligations are met and the estate is handled correctly. 

Document Preparation and Filing 

If you are the executor of an estate, you probably already know you will be handling a lot of paperwork. An attorney can assist you in preparing and filing the necessary legal documents for estate administration. This includes filing the will with the probate court, obtaining letters of testamentary, which provide the personal representative or executor with the legal authority to look after the deceased person’s estate, and handling any other paperwork that may be involved.

Asset Valuation and Distribution 

Determining the value of assets in an estate and distributing them to beneficiaries is another complex but important part of the process. An attorney can help the executor with asset valuation, ensuring that all assets are correctly accounted for and distributed according to the deceased person’s wishes.

Contact Our Los Angeles, CA Estate Administration Attorney

For legal assistance in fulfilling your duties as executor of an estate, contact our L.A. County, CA estate administration lawyer with Law Office of David Schechet. We are here to help you through the entire process. Call 800-282-4731 for a free consultation.