Claremont Probate & Conservatorship Attorney
Claremont Probate & Conservatorship Lawyer
Claremont Estate Planning & Probate Attorney
Claremont Estate Planning & Probate Lawyer
Certified Estate Planning
& Probate Specialists
Probate & Conservatorships
The Claremont Law Firm of Wilkinson & Wilkinson is a full service Probate law office. California State Certified Estate Planning & Probate Specialists Conrad and Pat Wilkinson provide quality, caring, and expert legal representation to clients who either need to establish conservatorships due to incapacitation or illness or want to ensure that their wishes are carried out in the event of incapacitation or death.
Contact Claremont Estate Planning & Probate Lawyers Wilkinson & Wilkinson at (909)
482-
Conservatorships
A conservatorship is established by the Probate Court when it can be demonstrated
that an individual is no longer capable of handling their finances, either due to
illness or mental incapacity. The court can appoint a friend, family member or third-
Once a conservator is appointed, they must:
Inventory the conservatee’s assets;
Protect & maintain the conservatee’s assets, including real property;
Mange conservatee’s finances, including investing the conservatee’s money;
Arrange for conservatee’s medical care;
Determine where conservatee will reside;
Ensure that the conservatee’s bills are paid;
File taxes on behalf of the conservatee and pay any taxes due;
File for permission from the Court to sell any of the conservatee’s assets;
Keep detailed financial records;
Regularly file financial accountings with the court.
If you have a loved one who has become mentally or physically incapacitated and you wish to speak with a knowledgeable Estate & Probate attorney for advice and information regarding establishing a conservatorship, contact Claremont Conservatorship and Probate Attorneys at Wilkinson & Wilkinson for an expert legal consultation.
Probate
The Claremont Law Firm Wilkinson & Wilkinson has been representing parties in probate for over 35 years. If you need expert legal assistance in a probate matter, contact us to schedule a free initial consultation.
Probate is the legal process whereby the Probate Court determines the validity of a decedent’s will and administrates distribution of the decedent’s assets accordingly. When an individual dies with a will, the will must be filed with the Probate Court prior to the distribution of assets. As a result, there are several disadvantages to probate, including:
The cost to probate a will is set by the California State Legislature and is highly expensive;
The probate process is extremely lengthy. Even when a will is not contested, probate can take up to two years;
Probate is a matter of public record. Anyone can pull probate records and find out who the beneficiaries are, and learn about a decedent’s assets, debts;
If the decedent owns property in another state, the estate must be probated in each state where property is owned.
Because probate is an extremely time consuming and costly process, we generally advise our Estate Planning clients to consider executing a Revocable Living Trust / Will. Revocable Living Trusts allow for the avoidance of probate and the rapid transfer of assets upon death. If you are interested in obtaining information about a Revocable Living Trust, contact Claremont Estate Planning Attorneys at Wilkinson & Wilkinson to schedule a consultation.
If you need help with estate planning, asset protection, business succession planning,
trust administration, or information about probate & conservatorships or probate
litigation, please please contact one of the experienced Estate Planning & Probate
Attorneys from the Claremont Law Firm of Wilkinson & Wilkinson at (909) 482-
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Claremont Estate and Probate Attorneys at Wilkinson & Wilkinson represent clients in and around Claremont, including the following cities:
Claremont, Azusa, Baldwin Park, Covina, Glendora, Irwindale, La Verne, Montclair, Ontario, Pomona, Rancho Cucamonga, San Dimas, Upland.
341 W. First Street
Claremont, CA 91711
Phone: (909) 482-
Fax: (909) 482-
