Client Success Stories

Not only are we hugely confident in Morgan Law Group’s expertise in the designing of the best estate plan for us, but Darlynn and her staff have been thorough and attentive beyond our expectations...
-- Eric & Patti W., Fountain Valley

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)

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