Does Your Fiduciary Have the Information Needed to File a Death Certificate? When someone passes away, one of the first legal steps is completing the death certificate. It’s required for funeral arrangements, accessing financial accounts, claiming benefits, and beginning estate administration. As part of a well-prepared estate plan, it’s important to ensure your fiduciary—the person you’ve…
New California Law Simplifies Probate for Homes Under $750,000 – What You Need to Know Beginning April 1, 2025, California’s probate system will offer a simpler, more efficient way to transfer a loved one’s primary residence—provided the home is valued under $750,000. Thanks to Assembly Bill 2016 (AB 2016), families may be able to avoid the full probate process…
