Client Success Stories

Our experience with updating and implementing our estate planning was made so much easier by working with Darlynn.  Her knowledge and expertise gives us a peace of mind, knowing that our concerns are being met.  We know that we can rely on...
-- Louis & JoAnn C., Burbank

Need Probate?

Have you been told that you need “Letters Testamentary” in order to access your loved one’s accounts? Then that generally means that the institution you are dealing with needs legal documentation from the probate court.

Generally, a probate is required when the person who passes away holds title to assets in their name alone which have a cumulative value in excess of $100,000.

Typically, the following assets would NOT need to go through a probate: (1) Assets held in joint tenancy (if the remaining joint tenant is still alive); (2) Accounts held as “Pay on death” or “in Trust for” accounts; (3) Retirement accounts which pass to a living designated beneficiary; (4) Life Insurance proceeds which pass to a living designated beneficiary; and (5) Assets titled in a Trust. (more)

Request E-Guide

Person Information
First Name *
Last Name *
Street Address 1 *
Street Address 2
City *
State *
Postal Code *
Email
Options
Please select one:
YES! Send Me The Hard Copy