Legal Question in Wills and Trusts in California

If I am the Executor of a Friend or Family Members Estate, can I go directly to a Courthouse, and file paperwork for a Probate, or do I have to hire a Lawyer, or Law Firm to do this for me?. I am wanting to know about this question with regards to Wyoming, and California State Law


Asked on 3/04/10, 9:46 am

2 Answers from Attorneys

Michele Cusack Pollak & Cusack

You have to file in the state (and county) where the decedent lived. You are not required to hire a lawyer, but if you don't you are likely to hit a few roadblocks along the way. If it is a simple probate with no sale of real property, minor beneficiaries, disputed creditor's claims, complicated tax issues, potential disputes about the disposition of the estate (etc, etc), you can try to do it yourself. If the probate is to be filed in California, I recommend that you purchase the Nolo Press book, How to Probate an Estate.

Read more
Answered on 3/09/10, 9:57 am
Jonathan Reich De Castro, West, Chodorow, Glickfeld & Nass, Inc.

With a few exceptions, and yours is not one of them, there is no requirement that you hire a lawyer in order to access the legal system. You can file the probate on your own and there are a variety of books and self help websites that might assist you. However, if it is a complicated estate or if you anticipate problems from beneficiaries or the like, you would be well advised to hire an attorney who is familiar with the probate process. Keep in mind that in California, at least, the basic attorney's fees are set by statute.

IMPORTANT NOTICE: The above response is not intended to, and does not, create an attorney-client, fiduciary or other confidential relationship with the responder. Neither does it constitute the providing of legal advice or services or the giving of a legal opinion by the responder. Such a relationship can only be created, and legal advice and/or legal services provided, pursuant to a written agreement with the responder. Accordingly, no obligations of any kind are assumed with respect to any matter or question presented. It should also be noted that legal issues are often time sensitive and legal rights may be lost or compromised if you do not act in a timely fashion.

Read more
Answered on 3/09/10, 10:59 am


Related Questions & Answers

More Probate, Trusts, Wills & Estates questions and answers in California