Legal Question in Wills and Trusts in California

Started probate in 2006, need to open bank account for the estate.. My administrative orders need to be current within the last 6 months.. What are my options


Asked on 12/13/11, 6:20 pm

2 Answers from Attorneys

ROBERTA AVRUTIN Roberta Avrutin Law Offices

The probate process you began has been open for some time. You've taken on a big job. Your question leads me to think you are trying to manage this on your own, without the assistance of experienced legal counsel. If so, and if the total gross value of the estate is more than $20,000, I urge you either to hire a probate attorney to see it through, or at a minimum, seek out a probate lawyer for the limited purpose of looking over your shoulder.

California probate is more complex than in other states, and can be tricky. This is not a do-it-yourself job. To answer your questions properly, a probate attorney needs a good deal more information than you have provided.

That said, do not open a bank account for the estate until you current letters testamentary from the court naming you as administrator. Best of luck to you. Feel free to contact me directly, if I can help.

Cordially,

Roberta Avrutin

323.653.3900 ext 115

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Answered on 12/13/11, 6:46 pm
Michele Cusack Pollak & Cusack

The Letters Testamentary that you have a probably still valid. But, you have to obtain a newly CERTIFIED COPY from the court. Look on the court's website for fees, or go into the office in person.

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Answered on 12/13/11, 6:53 pm


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