EstateExec – A Tool for Estate Admins

EstateExec – A Tool for Estate Admins

Taking on the role of estate executor or personal representative can be overwhelming. Executors are responsible for navigating the probate process, identifying and managing assets, paying outstanding debts, and ensuring that all legal and financial obligations are...
Marin Aging and Adult Services

Marin Aging and Adult Services

Marin County Aging and Adult Services  Supporting Seniors and Their Families Marin County Aging and Adult Services, also known as the Area Agency on Aging (AAA), is a vital resource for older adults and their family caregivers in Marin County. As the leading...
Death and Taxes

Death and Taxes

Taxes are a critical aspect of estate administration that executors must address with priority. In California, tax obligations precede many other financial duties, including debts to private creditors and even distributions to beneficiaries, as outlined in estate...
Investing Inherited Wealth

Investing Inherited Wealth

Under California law, anyone can draft their own will, which is acceptable. However, if you choose not to draft your own will, it is crucial to understand that only an attorney is legally permitted to draft a will for someone else. Do It Yourself  Drafting your...
Finance Legal & Estate Expenses

Finance Legal & Estate Expenses

Scrivnr is a lending service removes the stress and obstacles associated with hiring an attorney. You hire them to find you an attorney, pay for all the startup costs, and help you with all the non-legal tasks you need to accomplish. They act like your own private...
An Unspoken Rite of Financial Passage

An Unspoken Rite of Financial Passage

Certain events in a person’s life qualify as “financial rites of passage”: obtaining your first credit card, buying a house, combining finances with a significant other, retirement, estate planning, and so forth. Dealing with the death of a parent...