Keep the will, trust documents, amendments, and death certificate information together. Make a list of where originals are located. Avoid distributing or changing records simply to make the packet easier to manage.
Identify property and ownership
Prepare a preliminary asset list and note how each item appears to be owned. Collect relevant statements and deeds. Do not assume that every asset follows the same process.
Record existing activity
List any court case already opened, person currently handling affairs, and upcoming hearing. Preserve communications about property and expenses. If you paid an expense, retain the receipt and explanation.
Ask which process applies
California Courts describes several possible paths for property after a death. Which path applies depends on the documents, ownership, value, and other circumstances. Ask counsel what further information is needed before taking action or promising a distribution.
A will does not answer every transfer question
California Courts explains that an estate may still need probate even if the person left a will. The proper process depends on the property and circumstances. Inventory the assets and debts before assuming that one procedure applies to the entire estate.
What belongs in the initial inventory?
List each asset, how it appears to be titled, the institution or location, and the record supporting your information. Mark estimates and unknowns. Keep personal documents secure and ask counsel how original wills and other required papers should be handled. Avoid distributing property until the appropriate authority and obligations are understood.
Further reading
Explore this practice
Related articles
- California Living Trust Consultation: What to Prepare
- California Trust and Probate Consultation: Questions