Small Estate Planning Administration

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Small Estate Planning and Administration

Currently, the asset limit that causes a person’s estate to go into probate is $184,500.  This number will slightly increase over the next few years.  The pitfall of this number is that occasionally people think that if their estate is lower than the number, they do not have to do anything to protect their estate, and/or there is no work to be done after passing administration-wise.  That would be an incorrect and sometimes costly belief.

There are many options for persons with small estate while they are still living.  If your real property is less than the above amount you can still place it in a trust to ensure your heirs have less “work” to do in administering your estate.  In some circumstances, just a Will may be the correct option for you.  This is a determination an experienced attorney should help you make.

If your loved one passed without putting anything in place, we can still help navigate the transfer of their small estate to you and any other beneficiaries.  The solution may be a Probate Code § 13100 Small Estate Affidavit or if there is real property then we can assist with Probate Code § 13200 Affidavit Re Real Property of Small Value.

In any event, do not wait as waiting may result in significant losses of assets and/or past taxes, assessments, etc. If you or your loved one had a smaller estate, it may be possible to access their assets using a Small Estate Affidavit, and our attorneys from The Sterling Law Group, A.P.C. can help you with this and other estate planning or real property matters. Contact us now to schedule a consultation.

Request a Free Consultation

Contact us today online or call 916-619-1995 for a consultation to discuss your concerns and learn more about our legal services.

    Our team of attorneys from The Sterling Law Group, A.P.C. have knowledgable experience handling Trust and Estate Litigation matters.

    Our Attorneys had experience in Litigation and Business and can handle your matters aggressively, expeditiously, and efficiently so you have a successful resolution.

    To ensure no issues arise during the Trust Administration process, our attorneys can assist you through this step and obtain the best results possible.

    Probate should be avoided, but is a process that must occur if your loved one has passed without a will or trust. Our knowledge of the process will allow avoiding many obstacles.

    There are strict timeframes to do a Will Contest, therefore, if you wait too long, you will lose your ability to bring an action.  You may need expert legal t advice guiding you.

    If you have suffered from a breach of fiduciary duty or if you stand potentially exposed to a claim of  Breach of Fiduciary Duty by others, we can help you.

    Our Financial Elder Abuse attorney understands you, your family, and the process you can go through even the psychological issues that came during the process.

    Without the help of competent counsel, a trustee is at risk of being removed, if you are dealing with a Trustee Defense Removal contact our law firm immediately.

    Do not hesitate to reach out to our Estate Planning attorneys from The Sterling Law Group, A.P.C. to handle carefully every aspect of your case.

    At The Sterling Law Group, A P.C. our Business Succession Planning Attorney can help you with determining what your business needs.

    If you had a small estate, it may be possible to access their assets using a Small Estate Affidavit, we can help in this or other Small Estate Planning matters.

      The Sterling Law Group and Stephen Slocum have represented my family more than once and provided us with excellent service. From early 2015 through early 2016, Mr. Slocum was...

      Kim and Jeff

      I had just lost my father by an unexpected illness and was named the trustee of his estate my emotions were fresh and discord was alive and well within the family unit left b...

      Tonya Lofton

      The team at The Sterling Law Group was there at the right time when I needed them. They were honest, wasn’t there to take my money and most importantly, kept me informe...

      Mmareka D

      This is the first time I used The Sterling Law Group and I would not hesitate to recommend them. Everyone from the front office staff to the attorneys handling my account wer...

      Beler Watts, Jr

      They are very skilled and professional Lawyers. They successfully helped me with my case. Thank you.

      Daniel

      Steve was very professional when it came to conservatorship. He helped me out of a tough situation and I appreciate him stepping in.

      Marek Cole

      Wonderful Staff and they know their stuff, great to work with, I would recommend to anyone and everyone!

      Sherrine

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