Legal Question in Wills and Trusts in California

Heggstead petition

My sister is the executor on my mom's living trust. My mother signed her trust two weeks before she passed so the trust was never recorded throught the court. Trying to pay off her reverse morgage the lender informed us that we need this petition. Can a paralegal do this for us? Or can we do it ourselves?


Asked on 1/16/07, 3:41 pm

3 Answers from Attorneys

Vandad Moheban Moheban Law Firm

Re: Heggstead petition

Our office would highly suggest that you contact an attorney to prepare the necessary petition. In order to best address the issues presented in your inquiry, our office would be happy to provide you with a free 30 minute telephone consultation. Please feel free to contact our office, toll free, at 1.877.MOHEBAN. Ask for Vandy Moheban, Esq. www.lmapc.com

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Answered on 1/24/07, 12:50 pm

Re: Heggstead petition

Though you could try to do it yourself or with the aid of a paralegal I think you would have a hard time being successful. A Heggstad petition is a fairly complex matter and I would advise you to hire an attorney who does a lot of these (like me). Your total fees/costs should be between $2,000 and $3,000 depending on the details of your case. My firm does probate work throughout the state of California and would be happy to give you a free phone consultation if you mention Lawguru.com. I advise you to find a firm like mine that is very familiar with this type of petition. Good luck.

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Answered on 1/16/07, 3:45 pm
OCEAN BEACH ASSOCIATES OCEAN BEACH ASSOCIATES

Re: Heggstead petition

A paralegal is not authorized to practice law. You have legal issues that an attorney will need to counsel you about. Call me directly at 1.619.222.3504.

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Answered on 1/17/07, 9:02 pm


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