I am a beneficiary of the estate and the executor will not give me the important papers. What can I do?

When an executor is appointed by the probate court, there are certain types of information ad papers which a beneficiary can get by requesting them.

In California, a beneficiary has the right to reasonable information about the affairs of the estate.     Such information includes what assets have been inventoried by the estate executor.   This means, the beneficiary is allowed to get a copy of the estate executor’s inventory.

How does the beneficiary get the estate papers from the executor?

  1.  Write a certified return receipt requested to the executor with the specific information you need.
  2. Talk to a lawyer about whether the type of information you are requesting is legitimately necessary.
  3. Have your lawyer file a Request for Special Notice.

California executors must give you an inventory and an accounting.  In the accounting, you are entitled to see all the assets, income and expenses of the estate.   If you have made a written request to the executor and there has been no response, you will need an attorney.

Mina N. Sirkin is a Board Certified Specialist attorney in probate and estate planning who can obtain the documents you need from the executor or the court.   Call Probate Attorney, Mina Sirkin at 818.340.4479

Probate Attorney Los Angeles

When do you need to hire a probate attorney in Los Angeles?

A probate attorney should be hired when you need to transfer assets of a decedent to his/ her heirs.  Many times, our Los Angeles based clients need assistance with determining whether a probate filing is needed.  We start our client interview with determining what assets exist, and whether there are any assets which will pass outside of probate.

Assets which pass by contract, usually do not go through probate.  Examples of such an asset may be a life insurance which has a beneficiary.  If the beneficiary of the life insurance is deceased, and no contingent beneficiary was named in the policy, the asset may end in a probate case, but those types of cases are rate.

Other types of assets which do not go through probate are bank accounts which have beneficiaries named in the account records.

To find out whether a particular estate actually needs probate, call Probate Attorney Los Angeles, Mina Sirkin at 818.340.4479 or Email us at: info@sirkinlaw.com.

Los Angeles

Hiring a Probate Attorney in Los Angeles is rather an easy task.  While the market is saturated with probate attorneys, there are very few attorneys who have as much experience as Sirkin Law Group.   Only a handful of probate law firms in Los Angeles have a Certified Specialist in Probate on staff with over 20 years of experience.

When hiring a probate lawyer, look for the following:

  1.  Number of cases handled in probate.
  2. Specialty in Probate Law.
  3. California Board Certified Specialist Designation in Probate.
  4. Personal Service.

We strive to give our clients the best possible service.   Our fees are reasonable, and when appropriate, we offer contingency probate fee arrangements.   Call us at 818.340.4479 or Email us at: Info@sirkinlaw.com for more information on hiring a probate attorney.