Jump Start your Executor Duties

Jump Start your Executor Duties

Losing a loved one is an incredibly difficult experience, compounded by the daunting task of handling their final affairs. During this emotional time, the responsibility of managing probate and estate matters can be overwhelming. Fortunately, specialized services are...
The Benefits of Downsizing

The Benefits of Downsizing

Downsizing can be a practical and often necessary step for many families, especially those going through probate or inheriting properties. While the idea of moving to a smaller space might initially seem daunting, it offers numerous benefits, both financially and...
Dealing with Personal Property

Dealing with Personal Property

A Guide to Making Thoughtful Decisions and Honoring Memories As a real estate agent specializing in probate transactions, I often work with clients who are navigating the challenging and emotional process of handling a loved one’s estate. One of the most daunting...
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...
Inheriting an Occupied Home

Inheriting an Occupied Home

Inheriting an Occupied Home: Navigating Tenant and Family Dynamics as a Personal Representative Inheriting a home as the personal representative of an estate can be a complex and emotionally charged situation, especially when the home is occupied by a family member...