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Acting As Executor: Understanding The Probate Process

Being named as executor is usually a once in a lifetime experience that comes during a very difficult time: the passing of your loved one. Acting as executor allows you to ensure that your loved one’s wishes are carried out as your loved one intended. It is also a serious and sometimes complicated task that is not without risk. Executors are duty bound and are liable and can be held legally responsible for their decisions. For these reason, you should consult with our experienced attorneys who can guide you step by step through the process.

Guidance Through the Probate Court Process

At Sakamoto & Ruelas, APC, we have helped numerous executors effectively and accurately fulfill their roles. We can help you with every aspect of this complex and demanding job including:

  • Court orders
  • Title transfers
  • Property sale and restrictions
  • Your fiduciary duties and compensation
  • Court-approved accounting
  • Communication with beneficiaries/heirs
  • Timely and accurate disbursement of assets

Administering an estate may require services and know-how that is beyond your comfort level. No matter where you are in the probate process, we can help. We are available to counsel you or to meet with family to explain the process, timeline and define expectations.

We Meet And Counsel Out-Of-State Executors

No matter where you live we can help you with a California estate administration. Technology allows us to meet with you and advise you from the greatest distances. We can help you understand the probate process, your role, your obligations and duties, as well as specific state of California requirements.

Guidance on Executor’s Duties and Liabilities

Serving as an executor can be confusing and complex. We can simplify this process and help you understand what this role requires. As an executor you:

  • Have specific, legally binding duties, including fiduciary duties
  • Are prohibited from co-mingling estate assets with your own assets
  • Must keep detailed notes
  • Have a duty to communicate with the beneficiaries
  • Must distribute the assets in a timely manner
  • Accounting responsibilities: forms must be prepared and court approved

Skilled In Accounting And Disbursements

At Sakamoto & Ruelas, APC, we are skilled in drafting the accounting paperwork for clients. Not all law firms are. Rest assured that when you work with our firm, our attorneys will work directly with you and draft all required documents. We are experienced California estate and probate attorneys. No matter what your situation, we can help you navigate the court system and understand what the rules are, for example, what you may/may not legally pay for, when and how to disburse payments to heirs and how you are to be compensated.

Call Sakamoto & Ruelas, APC, today for a free initial consultation. Serving all of Southern California out of our main office in Buena Park. Call 714-598-3723 and speak with a qualified estate planning and probate lawyer.