Client Success Stories

Like most families out there, we all know we need to plan for our children’s futures yet life today tends to get in the way of doing so. With a 5 year old and 3 year old triplets we knew we had to get our affairs in order. Our road blocks came...
-- Tanya M., Lake Forest

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)

Your Case Review

Contact Information
First Name *
Last Name *
Email *
What does this matter involved? *
Name of the Decedent: *
Date of Death *
County or State of Residence at the time of death: *
Your relationship to the decedent: *
Did the decedent leave a will? *
If yes, do you have a copy of the will? *
Are you named as the executor or administrator in the will? *
If no, who is named? *
Did the decedent leave a Trust? *
What was the marital status of the decedent? *
Did the decedent have any children? *
Please describe any concerns you have about this estate: *
Where did you hear about this website? *

Check your email for your certificate for a complimentary Case Review (valued at $750)

Check your email for your certificate for a complimentary Case Review (valued at $750). An experienced attorney at Morgan Law Group can answer your questions, and guide you through the difficult and complex area of California probate law.

By filling out this Case Review request you will not create an attorney-client relationship and the information will not necessarily be treated as privileged or confidential. You acknowledge that any reliance on material in email communications is at your own risk.