Why should you select me for your probate matter? I am Bill Sweeney with over 40 years of legal experience. In addition, I am proud to hold a Bachelor of Arts degree in Accounting (B.A.), Master of Business of Administration degree (M.B.A.), Juris Doctor degree (J.D.) and a post-doctoral law degree in Taxation (LL.M). With years of experience and education, I am able to assist with all aspects of a California probate.
Unlike other attorneys that handle many areas of the law, I have devoted my practice solely to California probate. I am a highly experienced and dedicated attorney handling probate matters throughout California, including probate matters in Orange County, California.
I have assisted many Orange County families with their probate legal rights and options. Because California probate law and Orange County probate rules are complex, it is important that you retain a qualified probate attorney and not try it alone.
Anyone who believes they can probate an estate without a probate attorney is often unpleasantly surprised. Probate gives rise to procedural and substantive detailed issues. This is particularly true in an estate managed by an inexperienced executor with little or no financial experience or legal background.
Executors and personal representatives have a number of legal responsibilities, including various court filings, etc. Without knowing those processes, and the stress of losing a loved one, you may not wish to take on the task of a probate on your own. You do not have to endure the stress on your own, or deal with the complexities of a California probate. With my knowledge and experience I ensure that your probate matter proceeds with no mistakes and that specific timelines are met.
If you have been named as a personal representative for the estate of a loved one, understanding the function of the probate process is essential.The Basic Probate Process
Probate is detail-oriented, time-consuming and often involves complex family dynamics. However, it should be pointed out that there are occasions where a probate is not required. For example, assets in joint tenancy, community property with right of survivorship, or assets in a trust, do not go through probate. The same is true for bank accounts and tax deferred investments, where a payable-on-death (POD) beneficiary has been named.
However, for assets that need to be probated, the California probate process is basically as follows:
California probate law is a complex field and, practically speaking, requires an attorney's guidance. I provide you with comprehensive counsel, along with friendly and personal service. I go through a very thorough intake process with each client, which enables me to develop the right approach to any given situation and to provide services in a more efficient and cost-effective manner. If you need California or Orange County probate representation, please contact me for a free consultation at (949) 243-0406 or through my online contact form.